With over 20 years of work experience in the corporate world and as an entrepreneur, I have had considerable exposure in the finance, banking and insurance industries.
I am a Certified Financial Planner (CFP) and run a financial education-based company, FinEdge360, through which I teach subjects related to personal finance, wealth management and stock markets in educational institutions. I also conduct financial planning-related workshops for corporates and other forums. I have conducted training for over 1900 individuals, including around 175 corporate employees so far.
I am also a Registered Investment Advisor (RIA) with SEBI and provide advisory services to individuals and families, assisting them in their financial planning and wealth creation journey.
I started my career in 1995 in Mumbai with Skindia Finance, a leading brokerage house specializing in Global Depositary Receipts and thereafter moved to Deutsche Bank serving as the Relationship Manager for their Indian and overseas corporate clients.
In 2003, I joined Instanex Insurance Brokers and got the opportunity to work in all areas of the insurance business including sales, business development and claims servicing. After moving to Bangalore in 2004, I set up an office of Instanex here and expanded operations of the company. I was soon promoted as Managing Director and Principal Officer of the company and worked there till December 2013.
I have secured a Masters in Commerce from the University of Pune and an MBA in Finance from the Institute of Management Education, Pune.