In uncertain times, people have an innate sense of looking at someone with experience. We are constantly looking for a mentor to count on when making important decisions, especially in a flexible and unpredictable industry such as finance. When it comes to money, it is imperative that we follow the advice of someone with a lot of experience. That’s why we’ve chosen these 10 consultants (at random) to make your job easier –
Nilesh Shetty: Skilled CFA from CIMA, UK, Nilesh has over 13 years of research and finance experience. He is currently the Deputy Fund Manager at the quantum AMC. Prior to that, he was associated with the Edelweiss group.
Suresh Soni: Until January 2018, he was CEO of DHFL Pramerica. He has more than 23 years of experience in the financial markets of India. He has held senior positions in investment and general management, and his experience in this area is unparalleled. Over the years he has also worked with Deutsche MF, Pioneer ITI, Sundaram Newton and SBI.
Lakshmi Iyer: In today’s world, it’s generally accepted that finance is a male-dominated industry, but Lakshmi shares the refreshing view that “the glass ceiling is conscious. Not only has he been in the industry for more than 20 years, but her attitude has also been an inspiration to women around the world who want to pursue a career in the field. She is currently the 9th Director at Kotak.
Sonu Iyer: With more than 23 years of experience, Sonu is a tax partner and head of personal advisory services at EY India. He is known to share his unin spoken and shameless views on financial matters. His ideas and views clearly demonstrate his knowledge in this area.
Sarawana Kumar: Sarawana has worked in investment management for more than 25 years in sectors such as mutual funds, banking, insurance and portfolio management. He is currently the chief investment officer of LIC and has previously been associated with industry-renowned names such as Tata and Trust Investment Advisors. He also received the World Finance Award in 2013.
Semant Shukla: After working at ICICI, Reliance and Dhanlaxmi Bank, he now heads Edelweiss’s Sales and Business Development Division. He has been active in the financial world for about 13 years and has a wealth of experience and lessons.
Lovaii Navlakhi: Lovaii is one of the first certified financial planners (CFPs) in India. He has MBA (finance) and ICWA degrees. A strong supporter of continuing education as a way of life, he is now the founder and CEO of International Money Matters. Lovai was also a member of the Board of Directors of the Financial Planning Standards Board of India. His blogs are also easy to read.
Briesh Dalmia: Founder of Bridgesh Dalmia Leadership Company. He has CFP, LUTCF and LMF. He is also the founder of Dalmia Advisory Services, one of the country’s leading asset management companies. He has written 9 books and is a regular blogger.
Manish Chauhan: Manish has written articles on more than 800 personal finance topics, 2 personal finance books on CNBC and participates in countless seminars and workshops. He is the founder of Jagoinvestor, a financial coaching agency. He has been working in the financial sector for more than 8 years.
Sumit Weid: No doubt an industry veteran, he has worked with companies such as Bajaj Capital, Prudential ICICI, ING Vysya, Optimix, Networth Stock Broking. He is also the founder and CEO of Freedom Financial Planners. He has more than 13 years of experience in wealth management, business and financial product distribution.