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KOTA JAYA SHANKAR SAI RAM | Wealth Wagon | HyderabadKOTA JAYA SHANKAR SAI RAM | Wealth Wagon | Hyderabad

KOTA JAYA SHANKAR SAI RAM

Wealth Wagon•Hyderabad,TS
DESK NO 1012 10th FLOOR MANJEERA WORK HUB MANJEERA CORPORATE TRINITY KPHB,
Hyderabad, TS, 500073
DESK NO 1012 10th FLOOR MANJEERA WORK HUB MANJEERA CORPORATE TRINITY KPHB, Hyderabad, TS, 500073
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About

As a Qualified Personal Finance Professional certified by Network FP and co-founder, I've been dedicated to serving our clients for over seven years. Throughout this journey, I've had the privilege of managing the financial and insurance portfolios of more than 350 families, ensuring their prosperity and security. What started in 2017 with NPS has grown into a comprehensive range of offerings, including Life Insurance and various personal finance solutions. My foundation in Computer Science from NIT Andhra Pradesh, coupled with my passion for coding and strategic thinking, infuses my approach with analytical rigor and innovative solutions. At Wealth Wagon, we prioritize our clients' needs above all else, cultivating enduring relationships built on trust and transparency. Leveraging my industry expertise and harnessing cutting-edge technology, I craft bespoke financial strategies that empower our clients to achieve their aspirations and navigate life's uncertainties with confidence.

Practice at a glance

8
Years of Experience
350
Families Served
₹150
Crores Managed

Practice Details

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

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

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

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

Complimentary Services

Get any of the free services to experience working with KOTA JAYA SHANKAR SAI RAM.

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
Retirement Readiness Check