With over 15 years of corporate experience spread in the Finance Management and Strategy Arena, my work encompasses assignments in the field of Corporate Finance, Wealth Management & Advisory, Banking & Debt Syndication, Equity Research and Investment Banking. My other qualifications / certifications are - 1️⃣ Certified Financial Planner (CFP) 2️⃣ Chartered Wealth Manager (CWM) 3️⃣ Cleared CFA Level - I 4️⃣ Advanced Financial Goal Planner 5️⃣ Security Analysis and Portfolio Management - NPTEL, IIT - Rourkee (One of toppers for this certification) 6️⃣ AMFI Registered Mutual Fund Advisor 7️⃣ Certified International Trainer and Coach 8️⃣ Alternative Investments Leadership (AIP) Program Certification Before joining Symbiosis Institute of Business Management, my role was working as a Senior VP and a core team player in Kreo Capital Private Limited, a SEBI registered Category I Merchant Banker with a mid market focus. Being a CFP and CWM, Wealth Advisory and Personal Finance Coaching has always been the focal point of my interest. Always on the forefront for advising clients, I believe Wealth Advisory is something more than just numbers🔢. The diverse investor base in the country always present us with wide scope to always learn from them. Apart from the corporate world, I am also a firm believer of the fact that “the best application of your knowledge 📚 is when you are imparting the same to others through training / coaching / mentoring” Driven by passion towards training, I am actively involved in conducting seminars & webinars and training sessions. I truly enjoy becoming a part of knowledge sharing events as a guest speaker / panelist. Thanks for visiting my profile Happy to Network!!