Master of Economics, MBA in International Business Management, ICWAI (Final)/CWM Final/Chartered Wealth Manager/Journalist
God has been kind and the people with whom I have the journey of my career over the last 16 years have been great fortune to have them as my best friends standing today. Well, I hold more than 16 years of experience in the Financial Advisory, Global Macro Analysis and Business Development Strategy. I am a Strategist, Author, Columnist, Researcher & Product developer. I hold an impeccable depth of developing new strategic cost models from the traditional models. I have worked on many projects to develop various strategies and research comprising from Product Development, Research analysis of Global Asset Class, Economy and developing financial advisory platform and Asset Allocation based Models and Behavioural Finance. Simultaneously worked on strategies of developing Marketing channels, research vertical, Promotion of Products and brand creation.
I have been fortunate enough to manage and develop India’s 1st Asset Allocation based Wrap Model Portfolio and Scheme Selection for the Model over the last 9 years in a Distribution Company. At the same time, having domain knowledge and expertise in designing & developing Behavioural Risk Profiling Platform and WRAP Based Model Portfolio- linking with risk profile. I am having significant domain knowledge on Distribution Technological aspects and Insurance platform. I have managed and developed products and promotion for more than 1200+ B2B partners. I have actively guided around 1200+ channel partners to transform their business into new models. I was also in the leadership team of India’s 1st Distribution Based TV Channel.
In my 16 years stint, I have published several articles and research insights in several places like Bombay Stock Exchange Brokers Forum Magazine, Caclubindia, Taxguru, Taxindia online, ICWAI Monthly Newsletter, Business Economics Magazine etc.I am having in-depth expertise on expertise comprising of Financial Advisory, Equity Portfolio Management, Macroeconomic research across the globe (China, Europe, US and Africa mainly), Investment Banking, Financial Planning, Business Strategy developing for corporate and Broking firms. I am also a faculty as Guest Lecturer in Management Institute. My qualifications are Master In Economics, MBA in International Business Management, ICAI final and Chartered Wealth manager from American Academy of Financial Management. I have been a part of many research projects under the stint of The Institute of Cost and Works Accountants of India (Set up under the Act). I am currently working on designing AI-based business strategies, Financial Advisory and data analytics-based solution.
My Career Engagements
• Attained many Panel Discussions on Economics, Business and Industry previews.
• Co-Author of Book on Costing Methods and Research for ICWAI Recognition/Awards:
• Bajaj Allianz Financial Distribution-Business Performance Achievement
• Sundaram Mutual Fund –Memorable Contribution in Sundaram Capex Fund
• Reliance Mutual Fund - Memorable Contribution in Reliance Equity Fund
• The Institute of Cost and Works Accountants of India for outstanding report analyzer and Researcher
• International Financial Reporting Standards From ICWAI