Venkata Jaya Praveen Potnuru
GP Wealth•Hyderabad,TS
Plot 157, Ground Floor, Old Vasavi Nagar, Karkhana,,
Hyderabad, TS, 500009
Plot 157, Ground Floor, Old Vasavi Nagar, Karkhana,, Hyderabad, TS, 500009
About
Practice at a glance
13
Years of Experience
250
Families Served
₹60
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹10,000 & more
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, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, Telugu, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
MBA (Finance / Investments)
PGDM (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN132557
IRDAI Licensed Insurance Agent (General)
12345
IRDAI Licensed Insurance Agent (Life)
12345
APMI Registered PMS Distributor
APRN03945
Education
Formal Education
BTech – Bachelor of Technology, MBA – Master of Business Administration
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
Build Wealth
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Loan Against Securities
PMS
Complimentary Services
Get any of the free services to experience working with Venkata Jaya Praveen Potnuru.
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
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Loan & EMI Review