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Shanthi Raj | Wholelife Financial Services Hyd Pvt Ltd | HyderabadShanthi Raj | Wholelife Financial Services Hyd Pvt Ltd | Hyderabad

Shanthi Raj

Wholelife Financial Services Hyd Pvt Ltd•Hyderabad,TS
126,Block-D,1st Floor , Jaya Mansion , S.D.Road ,Secunderadbad,
Hyderabad, TS, 500003
126,Block-D,1st Floor , Jaya Mansion , S.D.Road ,Secunderadbad, Hyderabad, TS, 500003
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About

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

Get any of the free services to experience working with Shanthi Raj.

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