Lakshmipathi yelam | Financial Expert

Financial planning, Investment advisory, Retirement planning, and Tax-efficient wealth management

45 min

1,700 Indian rupees

Google Meet

About

Lakshmipathi Yelam is a seasoned financial expert and Certified Chartered Wealth Manager® with 21+ years of experience in financial planning, wealth management, and personal finance. He specializes in goal-based financial planning, investment strategies, market volatility management, and wealth creation. Education: Certified Chartered Wealth Manager: American Institute of Financial Management, USA Gender: Male Ethnicity: Indian Languages: English and Hindi Expertise: Financial planning, Investment advisory, Retirement planning, and Tax-efficient wealth management.

Cancellation Policy

Any cancellation or rescheduling of the session needs to be informed 6 hours prior to the session (except for emergency cases). In the case of delayed intimation, the session charges shall not be reimbursed. It usually takes 5-7 working days for the refund to show in your account after we issue refund on any cancellations.