Dr Anbu Rangaswami, PhD,

Experience

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  Investment Analyst, Legal Counsel, Financial Planning & Insurance Advisory, Post Doctorate Fellow

  Jun 1992 - Dec 2014

  Counsel and Advisor, PhD Doctorate, Engineer (Mech & Marine Engr), CFP Financial Advisor

  ■ Counsel and Advisor, Financial & Legal Consulting■ Advocate, Legal Counsel & Advisor, General Law & Practice■ Arbitration, Mediation and Conciliation■ Qualified/ Consultant Mechanical Engineer■ Qualified/ Consultant Marine Engineer and Former Mariner/ Fleet Officer on-board Merchant Marine Fleet of Ships sailing on high seas across the Globe (Foreign Going Cert. of Competency issued by the Govt of India)■ Investment Analyst, Financial Advisor (Assets & Liabilities Management), Insurance Advisor ■ Ph.D., Doctorate in Management Specialising in the areas of Business Administration, Public Affairs, Public Policy, Law, Regulatory Compliance & Ease of doing Business ■ Visiting Fellow, Anna Center, University of Madras■ Fellow, LUTCF© Life Insurance & Underwriting, The American College (Origins of the Wharton School, University of Pennsylvania), USA■ Financial Planner (Risk Management & Insurance Planning), Certified by The Financial Planning Standards Board, India■ CWM©, Certified Wealth Manager ■ FSS©, Financial Services Specialist■ Qualifying Member, MDRT, Million Dollar Round Table, USA ; 13 Times since 2003■ Qualifying Member, COT, Court of Table, USA■ AMFI Cert. Mutual Funds Advisor©■ All Debt, Equity, Liquid, ELSS, Commodities, Exchange Traded Funds including Sector Specific Funds like in Infrastructure, Capital Goods, Banking, Pharma, Global Overseas Funds, etc.,■ Senior Advisor and Manager - Agency, NJ Wealth Advisory, Largest Mutual Funds Advisory in the city of Chennai and among Top 5 in entire India■ Advisor for over 50 AMCs, Asset Management Companies that are regulated by the SEBI■ PMS, Portfolio Management Services■ PE, Private Equity Funds Advisory■ VC, Venture Capital Advisory■ Estate Planning, Management and Advisory ■ Retirement/ Pension/ Annuity Design & Planning Advisory■ AP®, Authorised Person of both the NSE and the BSE, Stock Exchanges of India■ Real Estate Practice & Advisory for over 300 Realty Projects across India Show less

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  Bharath Engineering College, Chennai, India

  Jun 1992 - May 1993

  Lecturer, Dept. of Mechanical Engineering
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  The Shipping Corporation of India Ltd.

  Jan 1994 - Jan 2003

  Marine Engineer Officer, Fleet Officer onboard Merchant Ships

  Marine Engineer Officer on board Merchant Marine Fleet of Foreign Going Ships sailing on High Seas across the Globe. Sailed on board the Ships as Senior Officer of the Ship Board Technical Management Team. Sailed on board various categories of Merchant Ships that includes the Special Vessels, Dangerous Cargo Vessels like Chemical Tankers, Acid Carriers, Product Carriers and Crude Oil Carriers, Bulk Carriers with Hydraulic Cargo Gears, General Cargo Vessels with Electrical Gears and also Passenger Ships. Show less

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  Anbu~Info~Line, Partner of NJ India Invest & NJ Wealth Managers

  Apr 2003 - Jan 2014

  Mentor and Chief Financial Planner

  "Someone might be sitting in the Shade of Wealth and Fortune today because someone (well-wisher) took the pain to motivate, support, encourage and inspire him to plant, water and nurture his Seed of Investment a long time ago" by Warren Buffett"I love to be this well-wisher to propel all the Goodness and Prosperity to all my near and dear ones" Anbu Rangaswami ■ Investment Analyst & Financial Advisor (Assets & Liabilities Management)■ Consultant Mechanical Engineer■ Consultant Marine Engineer, Ex Fleet Officer on-board Merchant Marine Fleet of Ships■ SLA©, Surveyor & Loss Assessor, Marine Hull & Machinery Insurance, Certified by the IRDA■ Insurance Advisor, GP: Platinum Eternal; ICICI Prudential Life Insurance Company Ltd ■ AFP© - Financial Planner (Risk Management & Insurance Planning),Certified by The Financial Planning Standards Board, India■ CWM©, Certified Wealth Manager ■ FSS©, Financial Services Specialist■ LUTCF©, FELLOW in Life Insurance & Underwriting from The American College of the University of Pennsylvania, USA■ CIA©, Insurance Advisor■ AIII©, Associate in the Insurance Institute of India■ Member, MDRT, Million Dollar Round Table, USA ■ Member, COT, Court of Table, USA■ AMFI Cert. Mutual Funds Advisor©■ All Debt, Equity, Liquid, ELSS, Commodities, Exchange Traded Funds including Sector Specific Funds like in Infrastructure, Capital Goods, Banking, Pharma, Global Overseas Funds, etc.,■ Largest Mutual Funds Distributor in the city of Chennai■ Channel Partner of all the Asset Management Companies (over 40 AMCs) regulated by the SEBI■ PMS, Portfolio Management Services■ PE, Private Equity Funds Advisory■ VC, Venture Capital Advisory■ Estate Planning, Management and Advisory ■ Retirement/ Pension/ Annuity Design & Planning Advisory■ AP®, Authorised Person of both the NSE and the BSE, Stock Exchanges of India■ Real Estate Channel Partner for over 300 Realty Projects across India■ Legal Counsel and Advisory Show less

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  Insurance & Financial Advisor

  Jun 2003 - now

  CIFA Insurance & Financial Advisor, Assets & Liabilities Management (Risk Mgmt & Insurance Planning)

  Investment Analyst, Legal Advisor, CIFA Insurance & Financial Advisor, Assets & Liabilities Management (Risk Management & Insurance Planning), Former Mariner-Fleet Officer, Mech & Marine Engineer, Arbitrator CIArb🇬🇧UK, Fellow of The American College🇺🇸(Origins of Wharton School, University of Pennsylvania)🇺🇸USADr Anbu Rangaswami is a PhD Doctorate from the prestigious University of Madras with his M.E.- Master’s in Engineering from the renowned National Institute of Technology, NIT-Trichy, M.B.A. - Master of Business Administration, M.Com. - Master of Commerce specialising in Banking & Insurance Management, M.Sc. - Master of science specialising in Counselling & Psychotherapy - Internship from the prestigious Govt Institute of Mental Health of the Kilpauk Medical College and LLB Lawyer. Dr Anbu also holds his Higher Diploma in Safety DIS and DQCM Quality Control Management from the NIHRD under the National Institute of Industrial Research & Development. Dr Anbu is a professional Financial Planner along with CIFA - Insurance & Financial Advisor, CFGP Advanced (NSE), PFGP (HSBC Banking Group) and many more professional certifications that calls for Higher Professional and Academic Excellence in the areas of Engineering & Technology, Insurance, Financial Advisory, Assets & Liabilities Management, Public Affairs, Psychotherapy & Counselling, Law and Regulatory Compliance. As an Investment Analyst, Financial & Legal Advisor, Dr Anbu is a luminary and a revolutionary leader in setting up newer trends in Insurance, Investment and Financial Services Industry in India. Former Mariner-Fleet Officer, Mech & Marine Engineer, Arbitrator CIArb(UK) 🇬🇧 Counselling Psychotherapist and a Distinguished Fellow of The American College🇺🇸 (Origins of the Wharton Business School of the University of Pennsylvania) USA🇺🇸 Show less

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  ICICI Prudential Life Insurance Company Limited

  Jul 2003 - now

  Financial Planner, Insurance Advisor & Investment Analyst

  ■ Member, Advisor in to Million Dollar Round Table, MDRT, USA🇺🇸 over 20 Times since 2003 / Qualifying Member in COT, Court of Table USA🇺🇸■ Titanium Eternal Top Most Advisor, One among the FIRST set of Million Dollar Round Table Advisors of ICICI Prudential from the entire State of TamilNadu and Chennai City in 2003■ HONOURED with the LUMINARY AWARD, CEO AWARDS OF EXCELLENCE as TOP ADVISOR in Business Persistency & Excellence/ Highest AUM in the following International Business Meets/ Conventions✨2003 Athens, GREECE🇬🇷2004 Cape Town, SOUTH AFRICA🇿🇦2005 Cairo, EGYPT🇪🇬2006 Madrid, SPAIN🇪🇸2007 Sydney, AUSTRALIA🇦🇺2008 Rome, ITALY🇮🇹2009 Beijing & Shanghai, CHINA🇨🇳2011 Moscow & St Petersburg, RUSSIA🇷🇺2012 Barcelona, SPAIN🇪🇸2014 London🏴󠁧󠁢󠁥󠁮󠁧󠁿 & Edinburgh🏴󠁧󠁢󠁳󠁣󠁴󠁿 UK🇬🇧2015 Paris, FRANCE🇫🇷2016 Prague, CZECH REPUBLIC🇨🇿2017 Amsterdam, NETHERLANDS🇳🇱2018 Vienna, AUSTRIA🇦🇹2019 Lisbon, PORTUGAL🇵🇹2020 Melbourne, AUSTRALIA🇦🇺2021/22 Istanbul, TURKEY🇹🇷2023 Geneva, SWITZERLAND🇨🇭& Milan, ITALY🇮🇹2024 Auckland, NEW ZEALAND🇳🇿■ Chief Guest/ Speaker at the BIO High Level Advisory Meet hosted by the MD and CEO of ICICI Prudential Life Insurance Company at Mumbai HO, 2007 ■ GUEST SPEAKER and SPECIAL INVITEE for Training Initiatives at the BIO - High Level Advisory Meet hosted by the MD & CEO, Ms.Shieka Sharma of ICICI Prudential in 2007 at Mumbai ■ GUEST SPEAKER, SPECIAL INVITEE and CHIEF GUEST at the Head of Sales Forum for the Mumbai Zone of ICICI Prudential by HOS Mr. Anup Rao in 2007, Mumbai■ Member, Advisor in to International HEALTH Convention of ICICI Prudential, 2009 (THAILAND) ■ Member, Advisor of the High Level Products Advisory Committee of ICICI Prudential in 2004 and 2005 at Bangalore & Mumbai Show less