Hi, I’m Adhi Narayana Thota, a passionate financial advisor and planner with over 8 years of experience in the stock market and financial services. My mission is to guide individuals and families toward achieving financial freedom through smart investments, strategic planning, and education.
I specialize in:
Mutual Funds: Helping clients build wealth through SIPs, lump-sum investments, and tax-saving funds.
Stock Market Trading and Investments: Empowering clients with insights and strategies to navigate the stock market confidently.
Options Trading: Teaching advanced options trading techniques for traders seeking to enhance their market skills.
Insurance Solutions: Providing customized health and term life insurance plans for a secure future.
Retirement and Goal Planning: Assisting with NPS and other long-term investment solutions for a stress-free retirement and achieving life goals.
As a registered Mutual Fund Distributor (ARN-302812) and a seasoned stock market expert, I also conduct weekend stock market learning classes for beginners and experienced traders. These sessions include:
Stock Trading Basics: From understanding market fundamentals to executing trades.
Investment Strategies: For wealth creation and portfolio diversification.
Option Trading Mastery: Comprehensive classes on option trading techniques, strategies, and risk management.
With an MBA in finance and hands-on experience managing mutual fund assets and trading portfolios, I combine practical knowledge with education to deliver impactful results.
My ultimate goal is to educate, empower, and enable my clients to make informed decisions, whether they are starting their financial journey or advancing as professional traders.
