Testimonials

  • Nilesh is passionate about Personal Finance, he just made me realize that I didn't have any plan in my mind but after certain inputs, he just flashed my current status and how it will look in future and also how it will look when i call it a day. It's not only about work all life if we don't have any plan in our mind. After all we have to live a life too. He made me clear that as our ambition goes higher and higher so should be our personal finance or else a moderate life don't need so much ambition. Not only Investments but also he made me realize that how absence of all types of Insurance disturbs the Investments and hence in turn our Personal Finance. It was a fruitful session for me and I highly encourage to have Personal Finance Planning session with him.
    Anonymous

Services

Video meeting . 45 mins
5

Personal Finance planning

Financial Freedom/Best Asset/Dynamic SIP/Risk Managed SWP
FREE
Priority DM . 2 days reply
FREE
Video meeting . 30 mins
800
Video meeting . 30 mins
800
Popular
Priority DM . 2 days reply
FREE
Priority DM . 2 days reply
FREE
Video meeting . 30 mins
800
Video meeting . 30 mins
800

Ratings and feedback

5/5
1 ratings
1
Testimonials

About me

Full time Wealth Advisory in Income Tax Planning, Risk Managed Mutual Funds, Personalised Investment Plan, Insurance Advisory, Loan Management/Planning, Real Estate Consultancy, Financial Risk Management, Ad-hoc Financial Decision and much more!! Before starting my full time Financial Advisory, I served in as a Core Financial Analyst with 14 years of experience in Banking and Financial Services domain. After finishing Article ship and Chartered Accountancy, started my career with ICICI Bank Ltd wherein I handled Accounting and Reporting of Foreign Exchange & Derivative products in Treasury Department. Was a part of various projects including Risk Management System i.e. Murex Migration. I joined Deutsche thereafter and was responsible for Financial Planning & Analysis role in Global Credit Trading which included Flow Trading, Financing & Securitizations businesses. I have handled Annual Plan, Monthly Packs and Quarterly Board Review Meetings. Along with this I was the sole point of contact for Market Risk Standardized approach calculation for Securitization business in Mumbai. I had a short stint at Credit Suisse Product control division in Pune where I handled a team and was responsible for APAC Local Markets Korea Daily P&L sign off along with Month/Quarter/Year end Accounting close. Looking for opportunities back in Mumbai, I have joined Citi wherein I handled Securities Services Product Planning & Analysis role initially and then led CCAR NII (Net Interest Income) Team for Markets, Financing & Securitization & Securities Services.