Paisa Health  - Certified Financial Planner (CFP) Advisor in Ganganapalli, Kakinada

Paisa Health - Certified Financial Planner (CFP) Distributors

Member since Mar 10, 2013

About Me
I am a graduate having 12 years experience in Financial Sector. I have Certified Financial Planner as professional qualification and I am a Sebi Registred Investment Advisor. I help my clients to reach their future Financial Goals with peace of mind with best possible way. I also manage wealth of High Net Worth Individuals.
About Work Experience
I have worked in Lic Of India for 7 years as agent, in Star Health Insurance for 10 yeas, in all Mutual Funds as distributor for 10 years. As a Financial Planner I have 3 years of Experience. I am the first person to become Certified Financial Planner and First Sebi Registered Investment Advisor in East Godavari.
Experience & Qualification
Qualification
Graducation
Experience as an Advisor
12 Years
Total work Experience
12 Years
Services and Advisory Offered
  • Mutual Fund

  • Certified Financial Planner (CFP)

  • NPS (National Pension Scheme)

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Paisa Health

No. 12A, Phase 1, SKS Mega Township,,
Ganganapalli,
Ganganapalli,
Kakinada,
Andhra Pradesh, 533006

LICENSE

  Mutual Fund - ARN No. 61512 - Validity - 01-01-2023

  Certified Financial Planner (CFP) - FPSBI No. 75719 - Validity - 31-12-2050

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