Venkata Ramana Doddi - Life Insurance Advisor in Banjara Hills, Hyderabad

Venkata Ramana Doddi - Life Insurance Agents

Member since Feb 8, 2019

About Me
Has been into the Practice for the past 16 years. We have a system in place for onboarding each customer. We do a thorough need analysis and risk assessment of the client. We review the client investments once in 6 months and see whether he/she is on the way to reach goals. Changes would be made accordingly. Presenting a customised and comprehensive financial plan to families has been our objective, so we bring together the best of products and services as a single plan to the client family.
About Work Experience
Before coming into financial Services industry, I worked for Gati Ltd as Assistant manager for close to three years.
Experience & Qualification
Qualification
CMA
Experience as an Advisor
19 Years
Total work Experience
16 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
  • Has become a member of MDRT Club in 2005

Address
Venkata Ramana

Basheerbagh,
Himayatnagar,
Banjara Hills,
Hyderabad,
Telangana, 500034

LICENSE

  Mutual Fund - ARN No. 98484 - Validity - 04-11-2020

  Life Insurance - IRDA No. 999999 - Validity - 17-12-2020

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