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Akash Narayandas

A finance professional with extensive expertise in private equity fund structures, including master-feeder funds and blocker entities, and a deep unde... View More

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Madhuri Kuricheti

A passionate hardworking girl with determination and compassion to reach the goals. I posses excellent communication skills and ever ready to face the... View More

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Fenumol Thomas

Fenumol Thomas

Business Process Consultant with extensive experience exceeding 3 years in improving operational efficiency in the financial sector. Proficient in cus... View More

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Certifications

  • 1. Generative AI
  • 2. Learning Microsoft 365 Copilot and Business Chat
  • 3. Generative AI: The evolution of thoughtful online search
Rajab Friz

Rajab Friz

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adap... View More

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Certifications

  • ChFC - Chartered Financial Consultant
Swarup Sagar

Swarup Sagar

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hard... View More

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Certifications

  • JAIIB
  • CAIIB
Praveen Budarapu

Praveen Budarapu

Conscientious Wealth Relationship Manager with 10+yrs of expertise in creating comprehensive financial plans tailored to meet individual needs. Knowle... View More

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Certifications

  • IRDA Certification
  • NISM-PMS Certification
  • NISM-Mutual Fund Distributor
Balaraj .

Balaraj .

Motivated Relationship Management with experience advising clients on investment strategies, retirement planning and financial planning. Strong backgr... View More

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Certifications

  • IRDI
Precious MOKOENA

Precious MOKOENA

Adept Financial Advisor with a proven track record at Old Mutual, specializing in retirement planning and investment advice. Leveraged sales expertise... View More

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Aravindhan M

Aravindhan M

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and op... View More

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Certifications

  • BEC(BRITISH ENGLISH COUNCIL)
  • EVENT ORGANISER,RMD Engineering College
Mohit Jain

Mohit Jain

Experienced financial advisor with a decade of expertise serving clients in India and abroad. Currently managing 250 families, I specialize in persona... View More

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Certifications

  • NISM mutual fund distribution certification
  • Licensed insurance advsior
  • Certified retirement advisor