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