M.V.Narasinga Rao

Capital Markets Business Strategist, Financial Planner, BFSI Business Consultant, Research Analyst, Investment Advisor, Retirement Advisor, Financial Planner, Author, Podcaster, Mentor


Name: M.V.Narasinga Rao

Email: mvnrao@sampadha.com

  • Sampadha Research and Financial Consultants Pvt Ltd - Founder, Director, CEO, Chief Strategist - Active
  • Sampadha - Sole Proprietor - Active
  • Sampadha Realty Developers and Spaces LLP - Partner - Active
  • Vignan’s Nirula Institute of Technology & Science, Dept of MBA - Member of the Board of Studies (BOS) Industry Member - Active
  • CDSL IEPF - Resource Person - Retired

    • Expertise

    • Business Strategy
    • Financial Planning and Management
    • Capital Market Research, Technical and Derivative Analysis
    • Asset Allocation and Investment Management
    • Wealth Management
    • Author - 4 Books
    • Speaker - 200+ Seminars & 200+ Webinars
    • Podcaster - 150+ Shows
    • Time Management
    • Communication

    Skill Set

    Self Management Skills
    Curiosity and Active Learning 95%
    Stress Tolerance 95%
    Time Management 95%
    Self Motivation 85%
    Integrity 85%
    Resilience 85%
    Emotional Intelligence 85%
    Adaptability 80%
    Flexiblity 75%
    Philosophy and Self Aware 75%
    Problem Solving Skills
    Initiative 95%
    Reasoning 95%
    Learning Strategies 95%
    Root Cause Identification 90%
    Problem Solving Ideation 90%
    Lateral Thinking 85%
    Critical Thinking 75%
    Analytical Thinking 60%
    Innovation 50%
    Creativity 50%
    Working With People Skills
    Service Orientation 85%
    Leadership and Talent Management 75%
    Relationship Management 75%
    Negotiation 75%
    Coordinating with Others 75%
    Marketing 65%
    Social Skills 50%
    Sales Skills 50%
    Persuasion 50%
    Social Influence 30%

    Business Skills
    Financial Planning and Management 95%
    Mission and Vision 95%
    Product Analysis 90%
    Communication 90%
    Cash Flow Management 90%
    Wealth Management 90%
    Risk Management 85%
    Business Acumen 85%
    Business Strategy 80%
    Compliance 80%
    Financial Planning Skills
    Asset Assessment and Management 95%
    Trading and Investing Management 95%
    Liability Assessment and Management 90%
    Goal Planning and Management 90%
    Cash Flow Planning and Management 85%
    Risk Assessment and Management 85%
    Capital Markets Research 85%
    Wealth Management 75%
    Tax Planning and Management 65%
    Assest Transfer and Legacy Management 50%
    Technology Skills
    Use Case and Flow Charts 75%
    User Experience 75%
    Technology Use 70%
    Technology Design 60%
    Programming 30%

    Professional Summary

    • Post Graduate Diploma in Fintech, Institute of Management Technology (IMT), Hyderabad
    • Management Development Program, Indian Institute of Management (IIM), Lucknow
    • Research Analyst from National Institute of Securities Market
    • Retirement Advisor from National Institute of Securities Market
    • Certified Technical Analyst from Association of Technical Analyst
    • Certified Financial Planner, FPSB India
    • Speaker at 400+ Events and Tv Shows

    BFSI Industry Certifications

    • NISM Research Analyst - Valid
    • NISM Investment Advisor L1 - Valid
    • NISM Retirement Advisor - Valid
    • NISM Securities Markets Foundation - Valid
    • NISM Currency Derivatives - Expired
    • NISM Equity Derivatives - Expired

    Experience

    • Sampadha Research and Financial Consultants Pvt Ltd - Founder, Director, CEO, Chief Strategist
    • Sampadha : Sole Proprietor and Founder
    • Karvy Stock Broking Limited : Investment Strategist, Portfolio Counsellor and Research Analyst
    • Ramoji Group, Ushodaya Enterprises : Content Writer and Website Consultant
    • Meticulous Financial Planner : Client Research Analyst and Junior Financial Planner
    • ITI Financial Services : Research Analyst
    • Nirmal Bang Securities Pvt Ltd : Investment Consultant
    • ITI Financial Services : Investment Consultant

    Key Qualifications

    • Bachelor of Sciences, Andhra University, Visakhapatnam, India
    • Financial Planner, FPSB, USA
    • Management Development Program, IIM, Lucknow, India
    • National Institute of Securities Market, India
    • Certified Technical Analyst, New Delhi, India
    • Post Graduate Certificate in Fintech, NSE & IMT, Hyderabad, India

    Memories as a Speaker



    Videos as a Podcaster

    Click here to watch
    Click here to watch
    Click here to watch

    Books as an Author

    What Led to the Start of Sampadha ?

    As a Research Analyst, Financial Planner, Investment Advisor, Investor, and Trader with over 15 years in Financial Services Industry.

    Mr Narasinga Rao realized that most of the middle-class families are not able to elevate to next level due to no clear process of financial planning and he also believes that market participants (Investor and Trader) are underutilizing their assets and capital markets to get the most out of it.

    Most of the participants are seen using capital markets at extreme ends

    1. Either using capital markets as another avenue to save money and buy assets like in other fixed assets (Buy, Hold and Pray)

    or

    2. using it as a gambling arena to get rich in a short period of time

    Narasinga Rao opines about Capital markets / financial markets participation that it should be treated as a business where active involvement is needed for making the most and the best from the capital markets, spanning from screening multiple opportunities to investing, trading, selection of opportunity, allocation of adequate money resources, implementation of strategy, reviewing it and adjusting it as per market dynamics to get better risk-adjusted returns.

    His idea is to make sure that clients make the best income for the investment and risk taken by clients. His core expertise is using different instruments and active strategies to get the most and best from the markets, he also believes in both timing the markets and time spent in the market to compound wealth and get regular income from markets.

    Vision

    His VISION is to remove the FINANCIAL ILLNESS of all his clients and stakeholders and thrive towards FINANCIAL WELLNESS via FINANCIAL FITNESS of by suggesting suitable services, products and solutions to stakeholders.

    He provides valuable advice on financial discipline, risk mitigation, income generation and wealth creation, wealth management, and comprehensive financial planning adding almost 150 value additions to clients, customers and stake holders.

    He aspires to take the happy and financially fit business and families count to over 1 lakh in the next 10 years.

    Rao-Ideology

    Daily Habits that make you rich and keep you wealthy

  • Check your inflows, outflows, asset balances, liabilities balances, payables, receivables, and risks on daily basis
  • Interact with your advisors on a weekly basis (banker, advocate, tax consultant, fitness coach, doctor, mentor, secretary)
  • Value your time (learn to say yes based on your ambitions, no if it is not adding value, or giving satisfaction, or giving high risk or low profit or unlimited loss)
  • Have 100% clarity and 100% belief (Plan A, Plan B, Risks and Rewards)
  • Review your goals daily (Change the route map, but not ambition or goal)
  • Automate savings
  • Avoid bad debt or rotational money
  • Use social feed to feed your mind (control what's coming in and going into mind)
  • Think what can be automated or delegated in your daily routine
  • Read 10 pages or watch 5 videos or 5 articles a day about your goals, money, business, relationships and psychology
  • Check your environment (what you hear, what you see, whom you interact, turning off bullshit news, cut out toxic things)
  • Quality of inputs give quality of outputs
  • Live below your means
  • Give back to the community
  • Update your achievement list weekly

    • Rao Sir's 12-Step Process for your Financial Freedom

  • Build network or product or service or skill which is needed by society
  • Earn Active Income
  • Control or Reduce Expenses
  • Convert Savings into Investments
  • Let Investments Multiply by Capital Appreciation, Not Just Addition
  • Protect or Cover Multiplying or Capital Appreciation Assets
  • Book Partial Profits from multiplied Capital Appreciating Assets and invest in Income Gen Assets
  • Get or Build multiple Passive Incomes
  • Leverage MERIT to Scale up aggressively (Derivatives, Leverage, OPmoney, Efforts or Energy OPExperience, OPEnergry, OPtime, Relationship OPKnowledge, Intelligence, OPSkill, OPExpertise, Time or Technology)
  • Insure or Protect or Cover Income Generating Assets
  • Build Lifestyle and Own your House
  • Increase Financial Knowledge to earn more with 0 Investment

    • 37 Assets for your Financial Freedom

  • The below are the list of assets, if properly managed
  • Rich is having only money
  • Wealth is having both time and money
  • Wealth is measured in time, not in terms of money
  • ఆనందం long term
  • సంతోషం short term


    • 1. మనసు ప్రశాంతము

    2. ప్రేరేపించే గురువు

    3. సంతోషము

    4. మద్దతిచ్చే జీవిత భాగస్వామి

    5. సుఖము

    6. ఉత్తేజ పరిచే తోబుట్టువులు

    7. ఆరోగ్యము

    8. ఇల్లాలు

    9. ఆయువు

    10. పిల్లలు / సంతానము

    11. కాలము / సమయము

    12. బంధు పరివారము

    13. విజయము / విశ్వాసము

    14. హితులు స్నేహితులు

    15. విద్య / జ్ఞానము

    16. సామంతులు / మందీ మార్బలము

    17. నైపుణ్యము

    18. ధనము / చర ఆస్తులు

    19. అనుభవము

    20. అంతస్తులు / భవనాలు

    21. ఆత్మ రక్షణ చాతుర్యము

    22. మాణిక్యాలు / ఆభరణాలు

    23. పరాక్రమము / బలము / సమర్ధ్యము

    24. మణులు

    25. నమ్మకము / విశ్వాసము

    26. వాహనాలు

    27. గౌరవము / పరపతి

    28. ఆయుధాలు

    29. ఆయుధాలు / వ్యూహాలు / పద్ధతులు

    30. వినయము / విధేయము

    31. వ్యాపార సామ్రాజ్యము

    32. ధాన్యము

    33. సాంకేతికత / technology

    34. ప్రోత్సహించే తల్లితండ్రులు

    35. సంస్థానము / రాజ్యము

    36. భూములు / సముదాయాలు

    37. సాహసము / ధైర్యము / వీరత్వము

    సుఖంగా బతకాలి

    శాంతంగా బతకాలి

    అందరికీ ఆనందం కలిగించేలా బతకాలి

    ఉన్న స్థాయి కంటే, ఉన్నతమైన స్థాయికి వెళ్లేలా బతకాలి

    అందరి ప్రేమ పొందేలా బతకాలి

    34 Incomes for your Financial Freedom


    Passive Income

    1. Pension

    2. Interest on Bank Deposits

    3. Warrants or Income from Commercial Papers, Bonds, Debentures, Company Deposits, etc

    4. Dividends

    5. Interest on hand loans

    6. Annuities

    7. Real Estate Rents

    8. Income from Advance Selling

    9. Income from Advance Buying

    10. Stock Lending and Borrowing

    11. Royalty

    12. Passive Business profits

    13. Regular or Yearly yield crops Agricultural Produce income (mango, coconut, jack fruit, etc)

    Active Income

    1. Stipend

    2. Salary

    3. Bonus

    4. Incentive

    5. Commission (social media platforms pay as commission)

    6. Consultation

    7. Honorarium

    8. Affiliate income or Collaborations

    9. Active Business profits

    Lucky Income

    1. Capital Gains from Real Estate

    2. Capital Gains from Stocks

    3. Profits from Asset Price Decline (Short Selling)

    4. Betting and Gambling

    5. Income from Skill Games / Races

    6. Lotteries

    7. Prizes

    8. Lucky Draws

    9. Gifts

    10. Inheritance / Windfall gains / Previous Asset findings

    11. Income from Short term agricultural crops

    12.Income from Scams / Frauds

    Ten Pillars for Wealth Creation and Financial Success

    F IMPACTERS

    F – Freedom, Fearlessness, Financial Assets, Fame, Force, Family, Friends

    I - Intelligence, Influence, Insurance, Information (Knowledge and Skill)

    M - Mental Peace, Money, Materialistic Possessions (Leverage, Loans and Derivatives)

    P - Professionals, Precious Metals (Pasidi), Physical Wealth, Power (Legislative, Executive, Judiciary)

    A - Achievements, Affluence (Wealth), Accountability (Obligations), Appreciable

    C - Confidence, Courage, Credibility, Clients, Customers, Credit, Cattle (Padi), Crops (Pantalu)

    T - Thoughts, Time, Team, Technology, Transportation

    E - Energy, Enthusiasm, Esteem (High Value), Estate (Legacy / Heritage)

    R - Responsibilities, Resources, Results, Relationships, Relatives, Recognition, Respect, Rights (Obligations)

    S - Stamina, Strength, Success, Self Esteem, Share Holders, Stake Holders, Security, Safety, Successors (Heirs)

    Earn, spend, save, invest, and grow income and assets with low or no risk

  • Take a look at income tax provisions to understand types of income,
  • Take a look at Court cases to understand ways to lose incomes and assets
  • Anyone can earn, save and grow money, income and assets, but protection is key for long term sustenance (Inflation, Theft, Legal Risks etc)

    • Person who want to become successful in capital markets business should have below qualities

  • Able to think of alternative scenarios from worst case to best case
  • Able to think of probabilities of scenarios
  • Quick decision making
  • Super Fast execution capacity
  • Ability to change view based on new data points
  • Ability to move fast to next scenarios
  • Speed processing ability to process multiple data points
  • Slow to Enter and Fast to Exit if situation is not going in favour
  • Slow to Enter and Slow to Exit if situation is going in favour