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Sailesh S

Sailesh S

Business Manager

Followers of Sailesh S168 followers
location of Sailesh SChennai, Tamil Nadu, India

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  • Timeline

  • About me

    Certified Financial Planner Investment Management | Personal Finance Planner | Family office | Wealth Management | Private Trusts | Mutual Funds | Equity & Debt Investments

  • Education

    • FPSB India

      2013 -
      Certified Financial Planner Financial Planning A

      Cleared all exams of FPSB 6 Modules in first Attempt and also secured "A" Grade in the Final Module - Advanced Financial Planning Module

    • AMFI

      2003 -
      Mutual Fund Distributor

    • D G Vaishnav College for Men

      1990 - 1992
      Bachelor of Commerce (B.Com.)

    • Vasant Higher Secondary School Ahmedabad

      1988 - 1989
      12TH

    • St. Thomas Matriculation Higher Sec School

      1977 - 1987
      10th

  • Experience

    • Everglades Holdings & Finance

      Jan 2000 - Oct 2013
      Business Manager

    • Udaya Financial Planners

      Oct 2013 - now
      Personal Financial Planner

  • Licenses & Certifications

    • CFP Certification - Global Excellence in Financial Planning

      FPSB Ltd.
      Sept 2013
      View certificate certificate