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.