
Lakshminarayanan R
Financial Analyst

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About me
Director at DAA Capital Private Limited | Chartered Accountant | Financial Planner | Wealth Manager | Registered Valuer - Securities or Financial Assets
Education

Financial Planning Standards Board India
2012 - 2013Certified Financial Planner Financial Planning
The Institute of Chartered Accountants of India
2008 - 2011Chartered Accountant Accounts, Finance, Tax, Law, Audit
Experience

Spearhead Services Private Limited
May 2012 - May 2013Financial Analyst
Spearhead FinServe Private Limited
Jun 2013 - Jul 2014Financial AdvisorFinancial Planning & Wealth Management for individuals & families in a very customized & strategic manner!

Intelliplan Investment Advisors
Aug 2014 - Jul 2015Proprietor & Financial AdvisorFinancial Planning

Fourth Dimension Wealth Management Services Private Limited
May 2015 - Apr 2022Co Founder
ApnaCourse.com
Sept 2015 - Jun 2017Business Development and Strategy for Business Growth
Chief Financial Officer
Apr 2017 - Jun 2017Head - Strategy
Sept 2015 - Mar 2017

DAA Capital Private Limited
Apr 2022 - nowDirector
Licenses & Certifications

Certified Financial Planner
Financial Planning Standards Board Ltd.- View certificate

CFP Certification - Global Excellence in Financial Planning
Financial Planning Standards Board Ltd.Aug 2015 
Registered Valuer (Securities and Financial Assets)
Insolvency And Bankruptcy Board Of IndiaAug 2020.webp)
Chartered Wealth Manager
AAFM (India)Jul 2016
Volunteer Experience
Financial Analyst
Issued by Spearhead Services Private Limited
Associated with Lakshminarayanan R
Languages
- taTamil
- kaKannada
- enEnglish
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