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)