Chakrivardhan Kuppala's Linkedin Analytics

As Executive Director at Prime Wealth Finserv and a Qualified Personal Finance Professional® (QPFP®) from Network FP, I help HNIs, UHNIs, NRIs, and CXOs simplify their investment journey and grow wealth with clarity, trust, and consistency. With 15+ years in the industry, my mission is to empower individuals to make informed, disciplined financial decisions—beyond chasing trends or returns. Certifications & Qualifications: • QPFP® – Network FP • Completed FPSB India module certifications in:  - Investment Planning  - Retirement & Tax Planning  - Risk & Estate Planning • NISM Series V-A – Mutual Fund Distributors • Other NISM/NSE certifications in mutual funds, portfolio suitability & capital markets Core Areas of Expertise: • Mutual Fund Distribution (AMFI-Registered) • PMS & AIF Facilitation • Goal-Based Financial Planning • Retirement & Education Planning • Insurance Structuring & Risk Management My Approach: I follow a structured, transparent process: ✅ Understand your goals and risk profile ✅ Educate before execution ✅ Recommend suitable, compliant solutions ✅ Offer regular reviews and rebalancing I’ve also conducted financial literacy workshops for doctors, professionals, NRIs, and corporate teams—because I believe awareness is the first step to wealth. Featured In: My insights have been featured in top financial platforms including: Economic Times, Moneycontrol, CNBC-TV18, Outlook India, Business Standard, and more—where I share views on wealth strategies, market trends, and long-term investing. My Belief: Returns are temporary. Relationships are long-term. Financial products change. But clarity, trust, and discipline build true legacy. Note: I do not provide investment advisory services as defined under SEBI (Investment Advisers) Regulations, 2013. My role is limited to distribution and suitability-based onboarding. Follow me for real-world insights on mutual funds, PMS, AIFs, and wealth strategies tailored for high-investment individuals. #ChakriSays #PrimeWealth #QPFP #HNIs #MutualFunds #PMS #AIF #FPSBIndia #FinancialClarity #SEBICompliant