
Timeline
Skills
Asset managementBankingBondsCapital marketsEquitiesFinanceFinancial analysisFinancial planningFinancial servicesInvestment bankingMutual fundsPortfolio managementRelationship managementSecuritiesWealth managementAbout me
Seasoned professional with 27 years of experience in Financial Services across Sales, Distribution, Business Development, and Business Leadership roles. Expertise in B2B distribution of financial products, with a strong network spanning manufacturers to investors across India. Have successfully consulted and mentored AMCs, NBFCs, FinTechs, and Wealth Management firms on distribution strategies. Actively involved in mentoring startups and an Angel Investor. Experienced in interfacing with investment product providers, NBFCs, Wealth Managers, FinTechs, and investors through B2B partnerships.
Education

American academy of financial management, usa
-Chartered wealth manager
Guru jambeshwar university hissar haryana
1995 - 1997Master of business administration (mba) finance 69 percent
Mbm engineering college jodhpur rajasthan
1991 - 1995B.e. electronics & communications 69 percent
Khandelwal vashya school jaipur
1986 - 1987Higher secondary pcm 80 percent
Experience

Lloyds finance limited
Apr 1997 - Feb 2000Assistant managerWorked in Hire Purchase and responsible for recoveries too.

Methodex systems pvt. ltd.
May 2000 - Mar 2001Area sales executiveResponsible for selling office automation products plus currency counting machines, document shredders etc. to banks, corporate and instituions

Way2wealth brokers pvt. ltd.
Apr 2001 - Dec 2003Area managerHeaded three broking branches with additional responsibility of distribution of financial products

Standard chartered securities (india) ltd.
Jan 2004 - Dec 2006Vice president and business head -distributionInstrumental in setting up the distribution business of the company for financial products. Handled a team of 100 people in 25 branches and more than 150 franchisee locations.

Enam securities ltd.
Feb 2007 - Nov 2007Middle managementWas associated with company in distribution of Financial Products like IPOs, MF, Insurance, FD and Bonds

Edelweiss financial services limited
Dec 2007 - Feb 2016Set up Financial Planning business. Business Head of Retail Syndication department.
SVP & Business Head - Financial Planning
Sept 2011 - Feb 2016SVP & Business Head - Retail Syndication & Distribution
Dec 2007 - Aug 2011
.webp)
My wealth protector (entity name - super centurion technologies private limited)
Apr 2016 - nowFounderInheritance Tech Startup

Arthmate
Aug 2022 - Oct 2022Head - partnerships & alliances
Lendenclub
Nov 2022 - nowChief business officer
Licenses & Certifications
.webp)
Chartered wealth manager (cwm)
Aafm® (india)Jul 2018
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