Mr. Prem Kiran Udayavarma
Designation: Chief Information Officer, FANUC India Pvt. Ltd.
Location: Bengaluru.
✅ Association Since: 2015
✅ Financial Challenges Faced Before Associating With Wealth Munshi :
- Limited returns from investing in fixed deposits (FD).
- Difficulty in conducting research on different mutual funds independently and determining the best options for investment.
- Lack of a comprehensive overview of his financial status, making it challenging to track progress towards his financial goals.
✅ Best Experiences With Wealth Munshi :
- Enhanced discipline in managing investments and aligning them with specific goals.
- Efficient wealth management and financial planning provided by the dedicated team at Wealth Munshi.
- Accessibility and prompt support from the Wealth Munshi team, including the convenience of utilizing their mobile app for investment monitoring.
- Appreciation for the personalized service at Wealth Munshi, as they understand my risk profile , asset allocation , profile short medium and long term goals, providing continuous support till goal accomplishment .
