About me

•As a seasoned financial planner with 4 years of experience, I am passionate about helping You and Your businesses navigate the complex world of finance to achieve Your financial goals. I specialize in Child Career Planning, Retirement Planning, Investment Management, and Tax planning, and I work closely with My clients to create customized financial plans that align with their unique needs and objectives. •My USP is analysing the Client needs and advising them accurately as per there future financial needs. •I maintain a Risk Portfolio of 75+ crores and Secured around 450+ families by 2022. •My strong analytical and communication skills and a deep understanding of financial markets and investment strategies enable Me to provide insightful and practical advice as per Client needs. I am committed to building long-term relationships based on trust, transparency, and results. •Have attended exclusive Finance & Life insurance training Sessions from Top Management institutions like ISB & Bima Gurukul. Expertise : • Uberrima Fides • Child future planning • Retirement Planning • Financial Planning for future generations. Achievements: • Youngest achiever of the most prestigious club of financial planners worldwide i.e., MDRT-USA-2023 From Kadapa division Andhra Pradesh. • Stood as one among the Leading Life Insurance Advisors in Andhra Pradesh.