Dr Bhishma Rao S.S.Gajavelli

Personal Finance Consultant & Wealth Coach•Hyderabad,TS

#316, Daffodil Block, Krishna Kunj Gardens, Near Bank of Baroda, Quthbullapur,

Hyderabad, TS, 500055

#316, Daffodil Block, Krishna Kunj Gardens, Near Bank of Baroda, Quthbullapur, Hyderabad, TS, 500055

About

With 25 years of experience spanning Business Analytics, Data Science, and AI, I bring a deeply quantitative lens to the world of personal finance. My background includes leadership roles across the banking, insurance, and manufacturing sectors, supported by an academic foundation in Applied Mathematics, Actuarial Science, and a PhD in Operations Research. As an MBA (IIM Raipur), MTech in AI (IIT Jammu), and a certified CFP® and QPFP®, I am passionate about applying my expertise to personal finance and wealth management and serving the clients

Practice at a glance

Years of Experience

Families Served

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Fees

Mode of Meetings:Virtual

Specialises working with:

Language Spoken:Telugu, English

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Education

Formal Education

MBA – Master of Business Administration

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

Build Wealth

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Complimentary Services

Get any of the free services to experience working with Dr Bhishma Rao S.S.Gajavelli.

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Loan & EMI Review