Jackson D'costa

Experience

• 

  Deutsche Bank

  Aug 2005 - Jan 2006

  Operations Executive

  Processing transactions related to Short Term and Long Term Fixed Deposits.

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  HDFC Bank

  Jan 2006 - Aug 2009

  Assistant Manager

  Treasury Back office - Nostro Reconciliation

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  Achievers Academy

  Sept 2009 - Sept 2019

  Lecturer (visiting faculty)

  Teaching is my passion. I pursue it by reaching out to Students at Achievers and imparting them with knowledge about investments, financial markets, financial products etc

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  Advocate Gurunath Kulkarni College of Commerce & Management

  Jul 2010 - Apr 2011

  Lecturer

  Subjects Taught:Fundamentals of Investment Analysis – F.Y.B.A.F (Bachelors of Accounts and Finance)2. Business Mathematics – F.Y.B.M.S (Bachelors of management Studies)3. Security Analysis and Portfolio Mgmt – T.Y.B.B.I (Bachelors of banking and Insurance)4. Effective Communications Skills – F.Y.B.M.S (Bachelors of management Studies)5. Public Relations Management – S.Y.B.M.S (Bachelors of management Studies)6. Operations Research – T.Y.B.M.S (Bachelors of management Studies) Show less

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  Plant Rich Consultancy

  Jan 2012 - Aug 2012

  Customer Relationship Manager

  1.Managing Customer Relations2.Understanding customer's financial goals and developing Financial Plans

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  Finplan Ventures

  Aug 2012 - Dec 2023

  Proprietor and Financial Planner

  FinPlan Ventures is a Financial Planning and Advisory services provider. Our aim is to help our clients to set financial goals and develop and initiate plans to reach the said goals

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  Seedgroww Investor Services Pvt Ltd

  Aug 2020 - now

  • Founder

    Aug 2020 - now

  • Founder

    Aug 2020 - Feb 2024