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Lakshminarayanan R

Lakshminarayanan R

Financial Analyst

Followers of Lakshminarayanan R2000 followers
location of Lakshminarayanan RBengaluru, Karnataka, India

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  • Timeline

  • 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 - 2013
      Certified Financial Planner Financial Planning

    • The Institute of Chartered Accountants of India

      2008 - 2011
      Chartered Accountant Accounts, Finance, Tax, Law, Audit

  • Experience

    • Spearhead Services Private Limited

      May 2012 - May 2013
      Financial Analyst

    • Spearhead FinServe Private Limited

      Jun 2013 - Jul 2014
      Financial Advisor

      Financial Planning & Wealth Management for individuals & families in a very customized & strategic manner!

    • Intelliplan Investment Advisors

      Aug 2014 - Jul 2015
      Proprietor & Financial Advisor

      Financial Planning

    • Fourth Dimension Wealth Management Services Private Limited

      May 2015 - Apr 2022
      Co Founder

    • ApnaCourse.com

      Sept 2015 - Jun 2017

      Business Development and Strategy for Business Growth

      • Chief Financial Officer

        Apr 2017 - Jun 2017

      • Head - Strategy

        Sept 2015 - Mar 2017

    • DAA Capital Private Limited

      Apr 2022 - now
      Director

  • Licenses & Certifications

    • Certified Financial Planner

      Financial Planning Standards Board Ltd.

    • CFP Certification - Global Excellence in Financial Planning

      Financial Planning Standards Board Ltd.
      Aug 2015
      View certificate certificate

    • Registered Valuer (Securities and Financial Assets)

      Insolvency And Bankruptcy Board Of India
      Aug 2020

    • Chartered Wealth Manager

      AAFM (India)
      Jul 2016

  • Volunteer Experience

    • Financial Analyst

      Issued by Spearhead Services Private Limited
      Spearhead Services Private LimitedAssociated with Lakshminarayanan R