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
Min Lumpsum Investment:₹1,00,000
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.