Kozhikode, Kerala, India
India's youngest private wealth manager. Authoring your next read on personal finance. Wealth is not created by income. It builds up with discipline and compounds intelligently at the intersection of psychology, structure, and foresight. Morgan Housel wrote, “Buffett’s fortune isn’t due to just being a good investor, but being a good investor since he was literally a child.” Wealth, therefore, is not a result of chance. It’s a long game of endurance.
I manage and lead projects for iQue Ventures from start to finish. My responsibilities include: → Stakeholder Management: Coordinating with teams and stakeholders to ensure project goals are met on time and within scope. → On site Operations: Directly managing project execution from our Kozhikode, Kerala office.
I guide the strategic direction for Orca Finance, with a mission to simplify finance and promote wellness for everyone. → Business Incubation: Building Orca Finance from the ground up. → Financial Planning: Creating programs to help people achieve their financial goals. → Market Development: Expanding our presence, starting in Kerala, India. → Asset Management: Targeting ₹100 crore in Assets Under Management (AUM). → Hybrid Operations: Overseeing our flexible operations from Kozhikode, Kerala. → Entrepreneurial Ownership: Taking full accountability for our company's growth. I also develop new financial wellness programs and manage teams to achieve our business objectives.
→ Managing investment portfolios to meet specific fund goals. → Conducting research and financial analysis to find new investment opportunities. → Developing and putting into action effective investment strategies. → Monitoring fund performance and managing risk to ensure compliance.