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K P Mamatha Rao | undefined | undefinedK P Mamatha Rao | undefined | undefined

K P Mamatha Rao

About

Working in Life Insurance from 2003 and mutual funds and other investment options like Deposits from 2006. Empanelled with NJ Wealth , Shriram Fortune Solutions and SHCIL

Practice at a glance

23
Years of Experience
160
Families Served
₹1,00,00,00,000
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:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BA – Bachelor of Arts

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals
Organize Financials
Plan Retirement
Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with K P Mamatha Rao.

Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs