Srinivas Bolisetti
Practice at a glance
10
Years of Experience
50
Families Served
₹100
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Can help you to
Plan Complete Finances
Invest for Goals
Plan Retirement
Save Taxes
Can help you buy / invest in
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Srinivas Bolisetti.
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check