The Hindu : Andhra Pradesh News : Wealth management service launched

Online edition of India's National Newspaper
Wednesday, Nov 14, 2007
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Andhra Pradesh

Andhra Pradesh

Wealth management service launched

Special Correspondent

All types of finance, wealth management solutions will be provided under one roof

VISAKHAPATNAM: ‘Vision’, offering wealth management services has been launched by a young entrepreneur in Dwarakanagar.

Talking to newsmen here on Tuesday, Potta Satyanarayana Gupta, said that he was the only freelance certified financial planner in north coastal Andhra.

All types of finance and wealth management solutions would be provided under one roof. People who could invest Rs.100 a month onwards could consult him for professional solutions in mutual funds, retirement planning, tax, estate, investment, medical expenditure and insurance planning, shares and securities, he said. He also said he was planning to guide students to pass the course like he did from Financial Planning Standards Board which was conducting online examinations. He had appeared and passed five of the exams in Hyderabad and one in Chennai. Further particulars about the course could be had on www.fpsbindia.org

Replying to questions, Mr. Gupta said it was expected that the BSE index would touch 50,000 points in the stock market by 2010 as the foreign institutions (FII) would park their funds here.

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