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Krishnarao Vemula

Krishnarao Vemula

Financial planner

Followers of Krishnarao Vemula67 followers
location of Krishnarao VemulaHyderabad, Telangana, India

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  • Timeline

  • About me

    Relationship Manager at ZEN SECURITIES LTD.

  • Education

    • FPSB INDIA

      2012 - 2013
      CERTIFIED FINANCIAL PLANNER FINANCIAL PLANNING

      Activities and Societies: Drafting financial plans CFP is a globally recognized course. It is the top one course in personal financial planning. it is regulating by FPSB India which is located at Mumbai.

  • Experience

    • Sixthsense Financial Planners

      Aug 2014 - now
      Financial planner

      * Participating in new client acquisition programs * Handling existing investors and attending their queries * Drafting Financial plans for existing investors based on their risk profiles* Monitoring those plans between fixed time periods

    • ZEN SECURITIES LTD.

      Mar 2016 - now
      Relationship Manager

    • Vemula Financial Services

      Apr 2023 - now
      Independent Financial Advisor

      As an Independent Financial advisor, I deal with all financial services like Mutual Funds, Health Insurance, Life Insurance, Bonds etc. The10yrs of experience in this field helps me to help the people to reach their financial goals with peace of mind. I Provide customized Portfolios for my clients as per their goals and their risk tolerance level. The Client first philosophy of mine is driving me to reach more and more clients .

  • Licenses & Certifications

    • CFP

      FPSB INDIA