Expert Financial Advisors in Goregaon West, Mumbai, Maharashtra, India

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Palaparti VenkataSubbaRao

Flat# 1201, 2A, ACME COMPLEX, GOREGAON WEST
Goregaon West, Mumbai, Maharashtra, India

Services Offered


Have been into financial product servicing since 2001. Obtained composite life & GI in 2001 when insurance sector opened up to private through TATA AIG (THEN) & SUNDARAM FOR GI. In 2004 obtained ARN licence through AMFI for all MFs. Primarily focussing in HDFC, ABSL, ICIC, MIRAE, BHARTI AXA, RIL, SBI, SUNDARAM, TATA, L&T, FT, UTI, IDFC ETC. Can also source small and big commercial as well as private loans, credit cards etc through sources both secured & unsecured, subject to T&C being met by the loanee. Can also source from banks, private funding, NRI funding etc. Export/IMPORT consultancy in logistics, sourcing, vendor development, management, L/C drafting, documentation, EXPORT/IMPORT DOCUMENTATION. Helping in Logistics support & customs clearance. Also available for sourcing bulk commodities and finding buyers/sellers.

Work Experience

Experience (14 Years)

Registration / License Number

  1. 20933 AMFI

Blog

Additional Advisor Information

Affiliation

Kotek Life insurance, ABSL LIFE INSURANCE, all companies insurance and MFs OF HDFC, ABSL, ICICI, RIL, SUNDARAM, TATA, MIRAE, SBI, UTI, L&T, FRANKLIN, RELIANCE

Client Meeting Preferences

In Person

Language Knowledge

ENGLISH, HINDI, TELUGU, TAMIL, URDU, PUNJABI

Asset Managed

10 cr

Education

Degree Name

  1. Graduate

Certificate

  1. Mutual Funds: A Beginner'S Module
  2. Financial Modeling Course

Team Information

No team available

Award & Recognition

Awards

No awards available

News & Events

No News & Events Available

Clients Ratings & Reviews

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