Bhuvanaa Shreeram | House of Alpha

About

I have 20 years of industry experience. Worked in various roles in corporates. Practicing as MFD since 2016. In 2021, co-founded House of Alpha along with 3 other senior industry experts offering fee-only financial planning and wealth mgmt services.

Practice at a glance

20

Years of Experience

250

Families Served

₹300

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Fees

Mode of Meetings:Virtual, Hybrid (Physical + Virtual)

Specialises working with:Senior Management, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Tamil, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

SEBI Registered Investment Adviser

Education

Formal Education

BCom – Bachelor of Commerce, 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

Invest for Goals

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds