Ramesh Arepogu | Ramesh Arepogu

About

QPFP®-certified wealth professional with 10+ years of experience in financial planning, investment advisory, and HNI relationship management. Skilled in goal-based planning, mutual funds, insurance, retirement solutions, and tax-efficient wealth creation, with a strong focus on ethical and client-centric advisory.

Practice at a glance

10

Years of Experience

78

Families Served

₹48

Crores Managed

Practice Details

Min Monthly Investment:₹25,000

Min Lumpsum Investment:₹2,00,000

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:HNI Families

Language Spoken:Hindi, Telugu

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Ramesh .

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check