Jackson D'costa

Jackson D'costa

Operations Executive

Followers of Jackson D'costa977 followers
location of Jackson D'costaThane, Maharashtra, India

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  • Timeline

  • About me

    Financial Coach | Motivational Speaker | Story Teller

  • Education

    • Financial Planning Academy

      2011 - 2012
      Certified Financial Planner Finance
    • N.L.Dalmia institute of Management studies and research

      2008 - 2011
      MBA Finance
    • St. Andrews College

      2003 - 2005
      Bachelor Management Studies
    • Thomas Baptista Junior College, Vasai - Maharashtra

      2000 - 2002
      H.S.C Commerce
    • St. Augustine's High School, Vasai - Maharashtra

      1989 - 2000
      S.S.C
  • Experience

    • Deutsche Bank

      Aug 2005 - Jan 2006
      Operations Executive

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

    • HDFC Bank

      Jan 2006 - Aug 2009
      Assistant Manager

      Treasury Back office - Nostro Reconciliation

    • 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

    • 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

    • Plant Rich Consultancy

      Jan 2012 - Aug 2012
      Customer Relationship Manager

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

    • 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

    • Seedgroww Investor Services Pvt Ltd

      Aug 2020 - now
      • Founder

        Aug 2020 - now
      • Founder

        Aug 2020 - Feb 2024
  • Licenses & Certifications

    • Certified Financial Planner

      FPSB India