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Yogi Vempati

Ventura Suceder Private Limited•Hyderabad,TS

Villa No: 39 H No: 5-8-34/221/A/V-39 Oorjita Rali Grand Opp: ARD Savan Yapral, Medchal-Malkajgiri,

Hyderabad, TS, 500087

Villa No: 39 H No: 5-8-34/221/A/V-39 Oorjita Rali Grand Opp: ARD Savan Yapral, Medchal-Malkajgiri, Hyderabad, TS, 500087

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About

With 11 years of experience in personal finance, investments, and wealth management, I help individuals and families create sustainable financial strategies. My goal is to simplify money decisions so clients can achieve lasting wealth and true financial freedom

Practice at a glance

Years of Experience

1300

Families Served

₹350

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹5,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Virtual

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces

Language Spoken:Hindi, Telugu, English

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

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

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Yogi Vempati.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check