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Satya Kumar Kolluru

Satya Kumar Kolluru

Chief Relationship Officer

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location of Satya Kumar KolluruBengaluru, Karnataka, India

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  • Timeline

  • About me

    Principal Consultant at Asset Advisors & Director Marinus Capital Pvt Ltd & Director at Heldi Healthcare Inc. BC, Canada

  • Education

    • Financial Planning Standards Board, India

      2005 - 2007
      CFP Certified Financial Planner (CFP)

    • M.S.Ramaiah Institute of Technology

      1983 - 1988
      B.E Industrial & Production

    • N.S.M.Public School

      1977 - 1980
      CBSE

    • N.S.Public School

      1977 - 1980
      10th Std

    • Bangalore University

      1983 - 1987

  • Experience

    • Pelican Wealth Managers Pvt Ltd

      Oct 2004 - May 2007
      Chief Relationship Officer

    • ASK Wealth Advisors Pvt Ltd

      Jun 2007 - Oct 2011
      Associate Vice President - Private Client Group

    • Asset Advisors

      Jan 2012 - now

      • Principal Consultant

        Sept 2011 - now

      • Principal Consultant

        Jan 2012 - Jan 2012

    • Marinus Capital Pvt Ltd

      Aug 2017 - now
      Managing Director

  • Licenses & Certifications

    • Award in International Wealth Management

      Jointly by Moody's Analytics, PGP Academy
      Apr 2024
      View certificate certificate

    • CFP Certification - Global Excellence in Financial Planning

      FPSB Ltd.
      Sept 2008
      View certificate certificate

    • CFP Certification - Global Excellence in Financial Planning

      FPSB Ltd.
      Sept 2008
      View certificate certificate

    • CFP Certification - Global Excellence in Financial Planning

      FPSB Ltd.
      Sept 2008
      View certificate certificate

  • Volunteer Experience

    • Chairman and Managing Director

      Issued by People for Animal Relief and Conservation - PARC on Mar 2015
      People for Animal Relief and Conservation - PARCAssociated with Satya Kumar Kolluru