Bengaluru, Karnataka, India
An Entrepreneur by heart who believes in creating value for his stakeholders and in turn, for himself. A Certified Financial Planner (CFP) with an experience of more than 18 years in Capital Markets. I am of the opinion that it’s an ever-changing landscape and we need to be learning every day to be relevant. Building relationships which encourages mutual learning, healthy interactions (with stakeholders) which leads to better understanding of requirements/temperament, is the way, I am keen to build my business. Though it is debatable if the no. of years put in really matter in this field, I believe it helps in projecting and preparing for the future, a little better. However, in this era of Information overload, too much of importance to the grey hairs would be out of place (Btw, I am already losing my hairs before they turned grey :-)) Specialties: Capital Markets, Investment strategies and ofcourse "Wealth Generation"
Responsible for acquiring and nurturing new and existing Family Office relationships. Implement relevant portfolios and ensure it stays the course with constant monitoring and review. Relationship building, setting right expectations, hand-holding during various phases of markets (temperament) are key functions of my role.
PBG
A Business House dealing with FMCG Companies in capacity of C&F Agent, Super Stockist and Distributor.