Founder, www.Invest-Chennai.com
India
Founder, www.Invest-Chennai.com
India
-Certfied Financial Planner (CFP), helping clients to reach their financial goals through proper financial profiling,planning and reviewing.
-Equity Advisor, helping clients to invest in Indian Equities and create wealth in long term through value investment concepts of Ben Graham & Warren Buffet.Handles more than 50 clients with net corpus of over INR 25 Crores
-Real Estate Analyst, helping clients to invest in Realty properties for Investments in and around Chennai. Founder of www.Invest-chennai.com one of India's first research based Real Estate Advisory Portal.
-Wealth Coach, Moneyplant Wealth Management Services.Offering Out-of-the-Box wealth creation ideas and ways to generate huge wealth by combining learning of Financial Gurus like Robert Kiyosaki,David Bach,Roger Hamilton,Harv Eker and Suresh Padmanabhan
-Trainer, Indian School Of Wealth, Trained more than 100 investors in financial literacy,personal finance,equity investment,real estate investment and debt restructuring.
-Secretary of Wordsmiths Toastmasters Club,Chennai
-Management Committee member of Tamil Nadu Investors Association
Certified Financial Planner,Equity Advisor,Real Estate Analyst,Wealth Coaching,Portfolio Manager
(Privately Held; 1-10 employees; Real Estate industry)
April 2006 — Present (3 years 8 months)
Invest-Chennai is a real estate advisory firm that has been providing people with quality research based real estate opportunities around Chennai since 2005.It has a team of investment professionals and analysts focused on identifying properties that have a potential to generate good returns for its investors.
(Privately Held; 1-10 employees; Financial Services industry)
April 2005 — Present (4 years 8 months)
Analyzing and Evaluating the Client's Financial Status,Developing and Presenting Financial Planning Recommendations and Alternatives,Implementing the Financial Planning Recommendations,Monitoring the Financial Planning Recommendations
(Public Company; 10,001 or more employees; Banking industry)
February 2003 — December 2003 (11 months)
Handling Treasury Services Unit of Citibank Singapore for NRI Clients.
CFP , Financial Planning , 2004 — 2008
PGDBA , Finance , 2002 — 2004
Commerce , B Com , 1999 — 2002
Secured 100% in Management Accounting
1996 — 1999
Value Investing,Real Estate Investing,Portfolio Planning,Wealth Dynamics,Cashflow,Reading books on Finance Literacy,Entrepreneurship
Toastmasters,Tamil Nadu Investors Association,Chennai Investors (CI),Madras Shareholders Association,Landmark Forum,TheMoneyWorkshop,Life Academy, ways-2gain, Cashflow101, Investment Groups