Bengaluru, Karnataka, India
Experienced Financial Advisor with the aim of making a layman understand the intricacies of disciplined investing,thereby helping him to achieve his personal financial objectives. Specialties: Portfolio / Wealth management / Financial Planning, client relationship management, advisory skills related to stock markets / mutual funds -- providing unbiased, customised investment solutions across different asset classes,in the process earn respect,trust and reputation among my clients. My philosophy -- Under commit Over deliver. My influencers -- N.R.Narayana Murthy, Narendra Modi (our beloved and tech savvy PM). Last but not the least luv Music,Music and Music.
Simplifying wealth management by providing sound advise to a client and giving him varied investment choices according to his need,helping him to make informed and better financial decisions.Instilling confidence by making the client invest in equities through the mutual fund route which could help him achieve his goal of creating long term wealth.Enabling him to monitor his investments regularly and showing the roadmap to financial well being which ultimately helps create money-life balance.Above all,to educate the client and establish a trusting relationship with him and to grow business through referrals. Enriching lives.
Provided customised services to clients for all financial needs.
Set up branch for entire share dealing activities -- co-ordinated with NSE for margins / pay-in and pay-out .
Involved in back office operations including dealing with custodians.Was instrumental in doing institutional dealings -- for FII's on the NEAT (National Exchange for Automated Trading ) system of NSE.
Involved in writing weekly money market, forex, currency and equity market reports,including writing the editorial page.Did industry analysis and co-ordinated with CMIE( Centre for Monitoring Indian Economy) and BSE for different research reports.For a brief period was involved in trading in forex. Participated in a seminar on "Capital Market Trends" by R Narasimhan at BSE. Was a member of Maharashtra Economic Development Council (MEDC).