PROFESSIONAL EXPERIENCE:
CEO: ACE Group (1993 - Till Date)
Group: A Cutting Edge & ACE FNSupermarket Pvt. LTD.
Profession : Financial Planning.
Focus Industry : Personal/Retail Finance.
Role:
As Financial Planner.
- Understanding the client and state of his personal finances.
- Prioritizing his financial goals.
- Developing personal financial plan - including cash flow statements, statement of networth, risk management, investment, retirement planning, tax & estate planning.
- Implementing the plan.
- Periodic review.
As CEO.
- Initiating right strategies to achieve the goals set for the company Customer Mapping: Establishing target audience based on product parameters.
- Area Mapping: Identifying major “Target Audience” pockets.
- Selecting suitable marketing tools: Identifying the optimal mix of various marketing tools available viz. Public Relations, Direct Sales, Seminars, Referral programmes, Exhibitions etc.
- Monitoring the administrative flow.
EDUCATION QUALIFICATIONS.
- CERTIFIED FINANCIAL PLANNER®
- Master’s In Marketing Management (MBA)- JBIMS (Jamnalal Bajaj Institute Of Management Studies.)
- Bachelor Of Commerce -Jai Hind College
- Accredited Investment Advisor from AMFI (Association For Mutual Funds India
- Certified in Personal Finance from JBIMS.
- Life Insurance license holder issued by IRDA.
- Comprehensive Programme In Capital Markets -Bombay
PROFESSIONAL ACTIVITIES.
- § Columnist on Financial Planning/Personal Finance - (more than 300 published articles.)
- § Consulting editor of book “Layman’s Guide To Wealth Creation” of Outlook Money.
- § Author of the book “The Essential Guide To Care-Free Retirement” [Published by Business World.]
- § Shows on TV [CNBC, AAwaz, CNN-IBN, DD-NEWS] on Financial Planning/Personal Finance.
- § Speaker/Trainer on Financial Planning and Personal Finance.
- § Visiting faculty at Welingker Institute of Management, Development and Research. Subject: Wealth Management
- § Trained nine batches of senior level State Bank Of India managers on Financial Planning and Wealth Management at Indian Institute Of Capital Market
- § Presentations to Corporates and Professional Trade Association on Financial Planning/Personal Finance. ¾ Chairman of Asia-Pacific Geographic Focus Of FPA for year 2007
- § Member of Global Advisory Council of FPA for years 2007-09
- § Member of Capital Market committee of India Merchant Chambers for the year 2001-02, 2002-03, 2003-04., 2004-05, 2005-06, 2006-07 and 2007-08.
- § Member of Banking, Finance and Insurance committee of Indian Merchant Chambers for the year 2001-02, 2002-03 and 2003-04.
- § Presented paper on ‘Business Opportunity as Financial Advisor’ to the members of Maharashtra Chamber of Commerce – Nashik and Maratta Chamber of Commerce – Pune.
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