Samavedula Venu Gopal Sarma | S V SHAREVIEWS

About

I M A PRACTICING "QUALIFIED PERSONAL FINANCE PROFESSIONAL ". HAVING EXPERIENCE OF AROUND 24 YEARS IN THIS FIELD. I PROVIDE SERVICES FOR MUTUAL FUNDS. I ALSO ADVISE FOR REAL ESTATE INVESTMENTS.

Practice at a glance

24

Years of Experience

360

Families Served

₹210

Crores Managed

Practice Details

Min Monthly Investment:₹25,000

Min Lumpsum Investment:₹5,00,000

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

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

Buy a Home

Plan Retirement

Save Taxes

Build Wealth

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 Samavedula Venu Gopal.

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check