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Harish Mota

Valueraj Associates Private Limited•Hyderabad,TS

Second Floor, Plot #41, Vijayapuri Colony, Near Coffee Cup, A.S.Rao Nagar,

Hyderabad, TS, 500062

Second Floor, Plot #41, Vijayapuri Colony, Near Coffee Cup, A.S.Rao Nagar, Hyderabad, TS, 500062

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About

I have been a Senior Associate with the company since 2021. I hold an MBA in Finance from Jawaharlal Nehru Technological University and am a Certified Financial Planner through the Financial Planning Standards Board (FPSB), USA.

Practice at a glance

Years of Experience

300

Families Served

₹200

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Armed Forces, Government Staff

Language Spoken:Hindi, Telugu, Kannada, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-81507

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

Save Taxes

Build Wealth

Can help you buy / invest in

Mutual Funds

PMS

SIF

AIF

Complimentary Services

Get any of the free services to experience working with Harish Mota.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review