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Balakrishna Vavaldas | Balu Insurance & Investments | BhongirBalakrishna Vavaldas | Balu Insurance & Investments | Bhongir

Balakrishna Vavaldas

Balu Insurance & Investments•Bhongir,TS
H No 7-14, Bhoodan Pochampally, Nalgonda,
Bhongir, TS, 508284
H No 7-14, Bhoodan Pochampally, Nalgonda, Bhongir, TS, 508284
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About

I am a dedicated and results-driven financial professional with 21 years of experience in the dynamic world of finance. My passion for helping individuals and businesses achieve their financial goals drives my commitment to delivering tailored financial solutions and outstanding customer service. Specialize in providing comprehensive wealth management solutions, including asset allocation, portfolio diversification, and retirement planning. Collaborate with a diverse range of clients to understand their unique financial objectives and develop personalized investment strategies. Advised high-net-worth clients on strategic investment opportunities, risk management, and asset preservation. I am committed to excellence and hold myself to the highest ethical standards in the financial industry. Whether you're planning for retirement, looking to grow your investments, or seeking expert financial advice, I'm here to help you achieve your financial dreams.

Practice at a glance

21
Years of Experience
500
Families Served
₹10
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Balakrishna Vavaldas.

One Page Financial Blueprint