Gaurav Kongalla

Wealth Management

Role: Financial Planner at Atom Financial Services
Location: Hyderabad, TG, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Planner
Atom Financial Services
Apr 2021 — Present
Manage High-Net-Worth individual (HNI) portfolios by curating financial instrument products tailored to their specific requirements and long-term objectives- Build and expand a strong SIP (Systematic Investment Plan) book that enables salaried clients to consistently grow wealth and achieve major financial milestones- Advise clients on customized financial roadmaps, helping them work toward key goals such as home ownership, children’s education, and retirement planning- Ensure consistent portfolio performance by conducting periodic reviews, rebalancing allocations, and aligning investments with evolving client goals and market conditions.

Education

ICFAI Business School, Bangalore
Master of Business Administration - MBA, Financial Planning and Services
2017 — 2019

Contact information

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Work email
•••••@atomprive.com
Personal email
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Current company

Atom Financial Services

Financial Services · 24 employees · Founded 2019 · Bengaluru, India

The difference between those who build lasting empires and those who merely accumulate assets is rarely a single decision. It is the ability to see the connections others overlook. At Atom, we connect those dots. We are not a financial services company in the conventional sense. We are a thinking partner - for those still forging their ascent, and for those who have reached the summit and are now asking a harder question: what does this mean, and what comes next? Atom Financial Services Group operates across the full spectrum of wealth - from the moment it is created to the century it endures. Wealth. Capital. Insurance. Legacy. Investments. Five disciplines, one intelligence. Connecting the dots across every dimension of a client\'s financial life. No siloes, no hand-offs, no blind spots. Just the ability to see the full picture and act on it with precision. Our clients are not looking for options alone. They are looking for the right answer, and the confidence to act on it. They have found, invariably, that those two things together are rarer than they should be. At Atom, we refuse to accept that it should be rare at all. Because we have always understood that every great fortune, every enduring legacy, every institution that outlasts the generation that built it, begins with a single, irreducible thing: the right foundation. At Atom, we dedicate ourselves to architecting exactly that.

atomprive.com

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Experience

Financial Planner

Education

ICFAI Business School, Bangalore

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