About me

A passionate Wealth Management professional with over 2 decades of experience across roles including setting up Wealth Management and Distribution Business from inception, leading large teams in South India, advising and managing portfolios of retail investors, MNIs ,HNIs & Ultra-HNIs .Possess extensive knowledge of asset classes and passionately gets updated on the industry and product developments.Has diverse experience in Business Development, Investment Advisory, Financial Planning and Sales Strategy. Featured regularly on TV Channels providing advice and answering viewers questions live on Wealth Management and Personal Financial Planning, and writes regularly in Business magazines on various Wealth Management aspects based on invitation. Rich experience as a regular speaker in Investor Meets. Has made regular Corporate presentations at Corporates like Siemens, Indian Oil,Rane, TVS Srichakra and Wheels India among many. An innovative thinker and efficient strategist constantly realigning to changing needs of the industry. Team management skills, training capabilities, sound knowledge of mutual funds, alternate investments, private equity funds, fixed income products, insurance and personal taxation are major strengths. Has solely authored Wealth Management newsletters on Financial instruments , taxation and industry updates. My Youtube Channel with my TV interviews - http://www.youtube.com/c/krishnavchannel