Venkatesh Rao - Life Insurance Agents
Member since Nov 29, 2013
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About Me
In the current scenario each and everyone is busy in their respective field, hence not able to concentrate on Finacial planning.
My self Venkatesh Rao Focus on Mentoring the client and after understanding the client's needs and aspirations move towards Goal setting and helping to archive it. Apart from my field, I can provide solutions to another area. Ex: one who is required solution in House construction, Tours and Travels, Adulting, purchasing in White goods and many more.
About Work Experience
Write your message here...Even though I have 20 years experience in these financial services, I can claim 10 years a Real good Experience. In early 2000 the Industry which is not developed as well as not in the limelight hence Advising was not in the picture. Personalised Mentoring, Monitoring the portfolio, Personalised advice is the key element.
Experience & Qualification
Qualification
BBM
Experience as an Advisor
20 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Affiliations
- Affiliated with Good performing Mutual Funds
- Affiliated with ICICI Pru life
- Affiliated with No1 Health Insurance Com Star Heal
- Affiliated with leading Business Tycoon
Awards & Recognition
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Gold club Member in HDFC MF
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Elite Club Member in Franklin Templeton MF
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Gold Club member in Reliance MF
Address
Venkatesh
Life Line Wealth Managers, R.K.Temple Compd,,
G.T.Road,
Tillary Road,
Mangalore,
Karnataka, 575001
LICENSE
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Mutual Fund -
ARN No.
11210 - Validity -
12-12-2025
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