Expert Profile
CFPCM (CERTIFIED FINANCIAL PLANNER), Certified IRDA (Life/General) and AMFI (Mutual Funds) Advisor, NCFM Certified (Capital Markets) -Equity
Certified (Financial Planning Standards Board India) in Tax Planning, Investment Planning, Retirement Planning, Risk Management/Insurance
Brief Profile:
29Yrs+ combined Experience in:
Wealth Management & Financial Services –TRAINING/Financial Planning/Consulting-9Yrs
IT Hardware & Peripherals-Sales, Channel& General Management-10 Yrs
Pharmaceuticals/Life Sciences-Sales/General Management-10 Yrs
In Sales/General Management/Channel Management/Partner Development/Consulting
Current Focus areas: Financial Planning/Wealth Management & TRAINING, & HR Consulting-Placements
Vision
To be a trusted Advisor/Confidant/Planner for Clients Wealth Management !
Partner in Clients Growth to Prosperity & Financial Freedom!
Match Financial Goals & Aspirations with proper Investment Strategy and Asset allocation.
Services:
Need Analysis
Financial Planning
Tax Planning
Investment Solutions
Retirement Solutions
Portfolio Management Services
TRAINING
HR Consulting –Placements
Off Shore Investments
***** Associates
Wealth Management & Financial Advisory Services
Bangalore India
Competent and result-oriented professional, Certified Financial PlannerCM, holding professional certifications AMFI (Mutual Funds), IRDA (Insurance) & NCFM (Capital Markets), offering over 27 years of diversified experience across Financial Planning, Wealth Management, General Management, Sales, Marketing, Business Development, Channel Management and Strategic Planning etc; currently spearheading as Financial Planner & Chief Consultant with ***** Associates
I have had the advantage and privilege of starting my career when Young with Professionally Managed Global Companies and have background, knowledge & achievements with a
Combined Experience of 27 Yrs + in
9Yrs-Financial Advisory Services( Financial Planning, Training, General Management)
(***** Associates, Bangalore-India)
11 Yrs-IT-Computers & Peripherals( Sales, Marketing, Training, General Management, Major Account Management)
(Octagon CCS, Parity Systems Pte Ltd.,)
9 Yrs-Health Care- Life Sciences/Pharmaceuticals(Sales, Distribution, Team Management)
(American Remedies Ltd., PFIZER India, Lupin Labs Ltd.,)
Enjoy Public Speaking/Presentations !
Academics/Professional Certifications:
B.Sc., Physics, Chemistry, Mathematics – Christ College, Bangalore University
CFPCM CERTIFIED FINANCIAL PLANNERCM
Financial Planning Services Board Certified in:
Risk Management & Insurance Planning
Retirement Planning
Tax Planning/Estate Planning
Investment Planning
IRDA Certified in Insurance
AMFI (Association of Mutual Funds India ) – Mutual Funds Advisory
NCFM certified on Capital Markets
Member of FPSB Chapter South ( Financial Planning Standards Board of India )
I can significantly Value-Add to:
Manage Teams- Sales/Marketing & Support!
Smooth Integration and make the Teams perform to their potential!.
General Management
Channel Management
Wealth Management
Professional Advising and Consulting
Networking and Liaison with the HNI/Decision Makers
Knowledge Management/Training
Formulation of Business Plans
Good @ Public Speaking/Presentations!