Venkata Ramana Doddi - Life Insurance Agents
Member since Feb 8, 2019
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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
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Mutual Fund -
ARN No.
98484 - Validity -
04-11-2020
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