Pratibha Boppana - Mutual Fund Distributors
Member since Dec 10, 2022
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About Me
15+ Years of experience in Mutual Funds and financial markets. As a Mutual fund distributor, Helping clients in goal planning, retirement planning and suggesting suitable Mutual Funds. Handholding the investments of clients until their investment horizon.
About Work Experience
Worked in Retail Sales & Distribution for 13 years in ICICI Prudential Asset Management Co Ltd and was responsible for business development from various distribution channels including direct clients. Handled territories - Visakhapatnam, entire Andhra Pradesh and a major part of Telangana. Achieved good AUM growth for my area especially Visakhapatnam. The location was transformed from 60 Cr to 700 cr in my tenure. Prior to that, worked 1 year as commercial executive in a Life Insurance Co. My major experience is with Mutual funds. In 2018 started new journey in the same field as Mutual Fund Distributor.
Experience & Qualification
Qualification
MBA, CFP
Experience as an Advisor
4 Years
Total work Experience
18 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Pratibha
49-7-9 Flat No 101,
Green Meadows Apartment, Lalitha Nagar,
Akkayyapalem,
Visakhapatnam,
Andhra Pradesh, 530016
LICENSE
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Mutual Fund -
ARN No.
153218 - Validity -
03-03-2026
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