Purushottam Kumar

Purushottam kumar

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location of Purushottam KumarThane, Maharashtra, India
Followers of Purushottam Kumar352 followers
  • Timeline

  • About me

    Director at ND Moneyness Investment Services Private Limited

  • Education

    • Savitribai phule pune university

      2002 - 2004
      Mba finance
  • Experience

    • N j india invest pvt ltd

      Oct 2004 - Nov 2006
      Team leader

      Channel Sales for Mutual Fund business

    • Tata aig life insurance company ltd

      Nov 2006 - Dec 2008
      Assistant manager

      Developed of financial planning tools for the use of sales team.Product analysis of existing product and design of cash flow for the new product development.

    • Icici securities ltd

      Nov 2008 - Nov 2009
      Manager

      Acted as an interface between the product team and the sales team.Promoted the various initiatives at regions for sound understanding of product knowledge on effective use of developed sales tools, translating output into sale, monitoring and reviewing progress among employees.

    • Motilal oswal financial services ltd

      Nov 2009 - Dec 2013
      Associate vice president, training and product development: third party products
    • Nd moneyness investment services pvt ltd

      Jan 2014 - now
      Director

      ND Moneyness Investment Services Private Limited is a new generation financial services firm. We offer comprehensive financial products and solutions to our clients. We provides our services to individuals, businesses and institutions.Offering includes comprehensive financial products and solutions encompassing Managed Funds, Debt instruments, Portfolio Management Services, Private Equity, Real Estate, Risk Management and Borrowing Solutions. As part of client group; some of the exclusive facilities clients are entitled to include online client portal access, Portfolio Review and Execution services. Show less

  • Licenses & Certifications

    • Cfp certification - global excellence in financial planning

      Fpsb india
      Jun 2007
      View certificate certificate
  • Honors & Awards

    • Awarded to Purushottam Kumar
      Associate of the year 2012- 2013 Motilaloswal Securities Ltd Aug 2013