VIKRAM RAO

About Vikram

I didn't start in finance. I started with a question.

Vikram Rao

I began my career at ICICI Prudential in 2014, selling insurance policies door-to-door in Hyderabad. I was good at it. But I noticed something that bothered me — most families I met already had 3-4 policies they didn't understand and none of the coverage they actually needed.

In 2017, I got my CFP certification and decided to switch from selling to advising. I registered with SEBI as a fee-only investment adviser, which means I earn from advisory fees — not commissions on products I recommend. That one decision changed everything.

Today, I work with over 800 families across Hyderabad — IT professionals, doctors, business owners, and NRIs. My approach is simple: understand your life first, then build the money strategy around it.

I don't sell dreams of 25% returns. I don't push products. I give you a clear, honest plan and help you stick to it.

“Your financial plan should be as unique as your fingerprint.”

Credentials

Certifications & Registrations

Certified Financial Planner (CFP)

FPSB India

Since 2017

SEBI Registered Investment Adviser

SEBI (INA000XXXXX)

Since 2018

IRDA Licensed Insurance Advisor

IRDA

Since 2014

NISM Mutual Fund Distributor

NISM

Since 2015

AMFI Registered Distributor

AMFI (ARN-XXXXXX)

Since 2015

Journey

The path so far

2014

Started career at ICICI Prudential, Hyderabad

2015

AMFI & NISM certified — began mutual fund advisory

2017

Earned CFP certification — pivoted from selling to advising

2018

Registered with SEBI as fee-only investment adviser

2020

Crossed 500 families served during COVID market recovery

2023

₹100 Cr+ in client assets under advisory

2025

800+ families, 96% retention rate

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