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Pradeep Gupta CFGP® | Future Wealth | HyderabadPradeep Gupta CFGP® | Future Wealth | Hyderabad

Pradeep Gupta CFGP®

Future Wealth•Hyderabad,TS
# 4-2-59, Near Zilla Parishad School, Near pillar no 122, Attapur,
Hyderabad, TS, 500048
# 4-2-59, Near Zilla Parishad School, Near pillar no 122, Attapur, Hyderabad, TS, 500048
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About

My name is Pradeep Gupta, and I am a Personal Finance Professional with over 8 years of experience in guiding individuals and families toward financial stability and growth. I strongly believe that every client is unique, which is why I specialize in meeting personally with clients and offering tailor-made financial solutions that align with their specific goals and needs. With a career spanning more than 20 years across various industries, I bring a broad perspective and deep practical understanding to financial planning. Over the years, I have been honored with awards and recognition from many leading Asset Management Companies (AMCs) and insurance providers for my dedication and client-centric approach. My mission is to simplify personal finance and help people make informed decisions with confidence, clarity, and trust.

Practice at a glance

8
Years of Experience
400
Families Served
₹14
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Government Staff
Language Spoken:Hindi, Telugu, English

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Plan Retirement
Save Taxes

Can help you buy / invest in

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

Complimentary Services

Get any of the free services to experience working with Pradeep Gupta CFGP®.

Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check