We provide comprehensive financial advisory services covering mutual funds, insurance, health planning, retirement planning, children’s education planning, financial planning, NPS, and more.
Practice at a glance
15
Years of Experience
750
Families Served
₹85
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Virtual
Specialises working with:Young Professionals, Senior Management, Women Investors, HNI Families, Doctors
Language Spoken:Telugu, Tamil, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN - 171570
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
Buy a Home
Plan Retirement
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with P S VIJAYA.