Palle Shanthi Raj , Co-Founder of Wholelife Financial Services Hyd Pvt Ltd serving investors community since 2004 with client first approach. We are in a beautiful life journey with people and making their life better by helping families effectively plan their financial future . In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their needs.We prefer working with our clients over multiple years rather than focusing on one-off transactions.
Practice at a glance
20
Years of Experience
600
Families Served
₹350
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
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Mutual Funds
Complimentary Services
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