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Joel Kuriakose Email & Phone Number
Certified Financial Planner
at
Liquide
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Certified Financial Planner
Location
Bengaluru, Karnataka, India
Company size
Who is Joel Kuriakose? Overview
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Quick answer
Joel Kuriakose is listed as Certified Financial Planner at Liquide, a company with 81 employees, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Joel Kuriakose.
Joel Kuriakose previously worked as Mutual Fund Specialist at Assetplus and Co Founder & Outbound Sales at Himalayanbase.Com. Joel Kuriakose holds Startup School, Entrepreneurship/Entrepreneurial Studies from Y Combinator.
Company email context
Email format at Liquide
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Liquide
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Profile bio
About Joel Kuriakose
The very topics of Personal Finance, Investing and Financial Planning sounds intimidating to a large number of us. I had been in your position a decade ago but then I cleared my Certified Financial Planner (CFP) Exam.So let me assure you, it is no rocket science. It is easy and simple to understand.My purpose here is to guide, help and make you understand this, through my daily posts and newsletters.So let's create a community of people interested in learning about and managing their finances effectively.The end goal is FINANCIAL FREEDOM!
Current workplace
Joel Kuriakose's current company
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Liquide
6 roles · 8 years
Joel Kuriakose work experience
A career timeline built from the work history available for this profile.
Mutual Fund Specialist
CurrentHaving cleared CFP and AMFI certifications, I will be able to guide you in financial planning your life goals through investments in mutual funds. My job is to make you understand how to easily attain financial freedom through passive investing.
2018 - Present
~8 yrs 5 mos
Co Founder & Outbound Sales
Platforms & Tools: Hubspot CRM, Google Streak, MailChimp, Wistia, Drift, Unbounce, TypeformCreated customer acquisition and engagement campaigns for SaaS products focusing corporate clients.Planned and executed a mix of email campaigns, cold calling and network building projects.
Jan 2017 - Jul 2020
Co-Founder & Marketing Head
Platform & Tools: Google Adwords, Facebook Ads Manager, Buffer, Bitly, Canva, AnimotoCreated SEM and Facebook marketing campaigns for B2C products.Resulted in 0-50K active community members and generating over $100K in revenue in 18 months.
Jun 2015 - Dec 2017
Certified Financial Planner & Paraplanner
Platform & Tools Used: Ms-Excel, PrognoFP (IN), XPlan (AU), Emoney (US)Created comprehensive financial plans from scratch with focus on retirement savings, estate planning, investment portfolio and tax saving strategies.Managed AUM: $10 million
Dec 2014 - Apr 2015
Associate Financial Planner
Data collection from client through in person interaction, calls & emails.Analyzing and Ascertaining the risk profile of the client.Creating Research Reports on performing Investment Funds & Insurance Policies.
May 2014 - Nov 2014
1 education record
Joel Kuriakose education
FAQ
Frequently asked questions about Joel Kuriakose
Quick answers generated from the profile data available on this page.
What company does Joel Kuriakose work for?
Joel Kuriakose works for Liquide.
What is Joel Kuriakose's role at Liquide?
Joel Kuriakose is listed as Certified Financial Planner at Liquide.
Where is Joel Kuriakose based?
Joel Kuriakose is based in Bengaluru, Karnataka, India while working with Liquide.
What companies has Joel Kuriakose worked for?
Joel Kuriakose has worked for Liquide, Assetplus, Himalayanbase.Com, Redrawlife, and Progno Advisor.
How can I contact Joel Kuriakose?
You can use AeroLeads to view verified contact signals for Joel Kuriakose at Liquide, including work email, phone, and LinkedIn data when available.
What schools did Joel Kuriakose attend?
Joel Kuriakose holds Startup School, Entrepreneurship/Entrepreneurial Studies from Y Combinator.
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