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KNVS SARMA | YASASWI FINSERVE IMF PVT LTD | VijayawadaKNVS SARMA | YASASWI FINSERVE IMF PVT LTD | Vijayawada

KNVS SARMA

YASASWI FINSERVE IMF PVT LTD•Vijayawada
30-19-30/a, 1 st floor, chaparala vari street, seetarampuram, ,
Vijayawada, 520002
30-19-30/a, 1 st floor, chaparala vari street, seetarampuram, , Vijayawada, 520002
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About

20 years of experience in Tax and investment Services

Practice at a glance

20
Years of Experience
100
Families Served
₹25
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:

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Plan Retirement
Save Taxes
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with KNVS.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check