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Harish Barke

Harish Barke

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Followers of Harish Barke1000 followers
location of Harish BarkeMumbai, Maharashtra, India

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  • Timeline

  • Skills

    Wealth management
    Mutual funds
    Investment advisory
    Financial services
    Personal financial planning
    Investments
    Finance
    Financial analysis
    Financial planning
    Portfolio management
    Microsoft excel
    Banking
    Financial advisory
    Relationship management
    Business development
    Financial markets
    Strategic financial planning
    Insurance
    Wealth
    Entrepreneurship

  • About me

    Specialties:- 1. Personal Financial Planning 2. Wealth Management 3. Insurance Advisory 4. Debt Management 5. Financial Analysis. I am a professional with seven years of rich experience in Financial Planning, Wealth Management Advisory, Client Acquisition, Business Development, Team Handling, Relationship Management along with two years of experience in Financial Research and Analysis. I am currently responsible for target based sales and revenue generation, making customized and comprehensive financial plans for clients, training and managing teams of IFAs and making presentations to prospective clients. In my work history I have experience in rendering advice on Mutual Funds, Taxation, Life and General insurance. My strongest qualifications include clearing the Chartered Wealth Manager (CWM) and Certified Financial Planner (CFP) Exams. Currently I am pursuing the Certified International Wealth Manager (CIWM) certification.

  • Education

    • Financial Planning Standards Board India

      2012 - 2013
      Certified Financial Planner Financial Planning

    • Insurance Institute of India

      2013 - 2014
      Fellow Insurance

    • Association of International Wealth Management of India

      2013 - 2013
      Pursuing CIWM Wealth Management

    • American Academy of Financial Management

      2012 - 2013
      Chartered Wealth Manager Wealth Manangement

    • Sikkim Manipal University, Gangtok

      2013 - 2015
      Master of Business Administration (MBA) Finance, General

    • University of Mumbai

      1997 - 2000
      Bachelor of Commerce (BCom) Business/Managerial Economics

    • The Institute of Chartered Accountants of India

      1999 - 2003
      CA Intermediate Accounts and Audit

      Completed articles with Khandelwal Jain and Co., Mumbai

  • Experience

    • Khandelwal Jain & Co.

      Jan 2000 - Jan 2003
      Article

    • CRISIL Limited

      May 2003 - Jul 2004
      Financial Sector Analyst

      • Integral part of the credit rating team to various assignments of NBFCs, Banks, Financial Institutions and Housing Finance Companies. • Monitoring the latest developments in the sector that may have an impact on the industry involving detailed analysis of business operations, financial profile, market and industry factors.

    • WNS Global Services

      Aug 2004 - Oct 2005
      Associate Reviewer, Merger Market, UK

      • Tracking M&A across the globe, understanding the synergies, structuring and valuation of each transaction.• Scrutinizing financial statements of companies for key information and arriving at various multiples to make intra/inter sector comparisons.

    • Money Tree Investment Advisors

      Nov 2005 - Apr 2012
      Investment Advisor

      • Managing investment portfolios for clients.• Offering customized wealth management solutions across a range of Financial Instruments like Debt, Insurance, Mutual Fund, Real Estate etc.

    • SAPIENT Investment Advisors

      May 2012 - Mar 2013
      Manager – Financial Planning

      • Responsible for revenue generation and client acquisition.• Ensure productivity by planning activities for sales, customer awareness and satisfaction.• Manage operations and customer service activities of the office.• Building up SAPIENT Brand image through various activities like banners, hand bills, wealth checkup camps, social awareness campaign etc.

    • Ffreedom Financial Planners

      Apr 2013 - Jun 2014
      Financial Planner

      Core member of the team that worked on setting up Axis MF Shubhchintak portal. Responsible for initial setup.

    • Way2Wealth Securities Pvt. Ltd.

      Jun 2014 - now
      Head - Financial Planning Services

      Responsible for setting up Financial planning desk at Way2wealth.Created an online Robo advisory portal for Financial planning from scratch. Wholly responsible for the logic, design, cms and structure of the portal. Currently working on adding new features to the site.Have done shows on Financial planning for CNBC Awaaz Pehla Kadam as guest experts at various colleges.

    • Women Empowerment And Child Care Foundation

      Mar 2019 - now
      Founder

    • CREDIBILIS Wealth Management

      Aug 2019 - now
      Co-Founder

  • Licenses & Certifications

    • Fellow of Insurance Institute of India

      Insurance Institute of India

    • Chartered Wealth Manager

      AAFM® (India)

    • Certified Financial Planner (CFP)

      FPSB Ltd. - India
      Dec 2019

  • Volunteer Experience

    • Organising Committee member

      Issued by ICAI Student Council Conferences
      ICAI Student Council ConferencesAssociated with Harish Barke