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We offer financial planning to upper middle class and wealth management services upto a high net worth by allocating their funds with different asset allocation strategies based on their risk tolerance.
Suda Bhanu Prasad is a SEBI Registered Investment Adviser with a professional qualification as a Certified Financial Planner. He has also completed the NSE Technical Analysis Certification. Currently, he handles around 30 clients and offers services such as Financial Planning, Retirement Planning, and Wealth Advisory.
Being independent, he is not influenced by any commissions or incentives. Passionate about educating people on investments, he actively spreads awareness about the prospects and pitfalls of mutual funds, insurance, real estate, and fixed-income instruments. Through his Paisa Health YouTube channel and blog, he consistently works to promote financial literacy.
Additionally, he has conducted awareness camps at organizations like the Rotary Club, Kakinada, A.R. Police, Kakinada, and the Indian Dental Association.
Prior to becoming a SEBI-registered RIA, Bhanu has 12 years of experience in the financial sector. He worked as an LIC agent for more than seven years and worked as a mutual fund distributor. Realizing that being a salesperson limited his ability to do justice to his clients and sometimes created conflicts of interest, he worked hard to improve his qualifications and skills. He always thinks about better solutions for his clients.
Paisa Health writes articles related to Financial Planning, Retirement Planning, Insurance Planning, Investment Planning etc to spread awareness among people.