Debaprasad Mukherjee,Cfpcm
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Debaprasad Mukherjee,Cfpcm Email & Phone Number

Associate Vice President and Financial Coach at HappynessFactory.in
Location: Bengaluru, Karnataka, India 7 work roles 4 schools
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Current company
HappynessFactory.in
Role
Associate Vice President and Financial Coach
Location
Bengaluru, Karnataka, India
Company size
55 employees

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Debaprasad Mukherjee,Cfpcm is listed as Associate Vice President and Financial Coach at HappynessFactory.in, a company with 55 employees, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Debaprasad Mukherjee,Cfpcm.

Debaprasad Mukherjee,Cfpcm previously worked as Associate Vice President & Financial Coach at Happynessfactory.In and Senior Manager-Business Development at Ask Investment Managers Private Limited. Debaprasad Mukherjee,Cfpcm holds Pgdbm, Finance & Marketing from Indian Institute Of Social Welfare & Business Management.

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HappynessFactory.in

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About Debaprasad Mukherjee,Cfpcm

Experienced & Passionate Professional with over a 17years of demonstrated history of working in the Financial Services & Fintech Industry having skills in Business development, Client Servicing, Coaching & Mentoring. Work closely with High Net Worth Individuals including Corporate Executives, Business owners, Doctors & Retirees to help them make smart and informed decisions about their money and enable them to achieve their Life goals.For the last 10 years I have been working in the Private Wealth Management space primarily catering to HNIs specialize in Goal based Investment planning with a dedicated focus on building and maintaining strong client relationships.In addition to my client management and financial advisory responsibilities, I am passionate about spreading financial literacy and have created engaging content on articles, case studies and also conducted public speaking at events, webinars to empower individuals with the knowledge to take informed financial decisions.Currently working as a Financial Coach with Happyness Factory, a boutique goal-based Investments management firm, catering to individuals across the globe. It is India's only Goal Based Investments firm specializing for Doctors, CXOs, Business Owners, Retirees and Celebrities. Our mission is to make a meaningful contribution to the lives of our clients by taking care of their money like we take care of our parent's money. Our service is also to make everyone we meet financially literate than they already are and offer customized solutions for their family.

Current workplace

Debaprasad Mukherjee,Cfpcm's current company

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HappynessFactory.in
Happynessfactory.In
Associate Vice President and Financial Coach
Bengaluru, KA, IN
Website
happynessfactory.in
Employees
55
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7 roles

Debaprasad Mukherjee,Cfpcm work experience

A career timeline built from the work history available for this profile.

Associate Vice President & Financial Coach

Current
Happynessfactory.In

Bangalore Urban, Karnataka, India

A Goal based financial planning Wealth Management firm handling the business development in B2B and B2C segment in Karnataka.My role is of a Financial Coach helping clients to rightfully guide to achieve their financial freedom through goal based financial planning along with proper financial risk management.Job role also offers to do strategic business.

Apr 2018 - Present

Senior Manager-Business Development

Ask Investment Managers Private Limited

Bangalore

> Driving PMS business from Bank and Non-bank Private client group channels> Focus is to increase substantial market share in the region> presentation,knowledge sharing,market updates with business partners,associates and clients to increase product mindshare and drive effective business for the company

Nov 2016 - Mar 2018

Senior Sales Manager-Pvt Wealth

Motilal Oswal Asset Management Co. Ltd

Bangalore

 Driving sales and distribution for Banking channel for PMS and Mutual Fund as productsProfile enables to perform continuous updations on product offerings,knowledge sharing,market updates,stock specific discussions,presentations and trainings with business partners and associates for getting continuous allocations and increase substantial market share.

Dec 2015 - Nov 2016

Senior Sales Consultant

Fiserv-Investment Services,India

Bengaluru

Single handedly spearhead the business development of ‘AdvisorVision’- a comprehensive subscription based financial planning technology platform build on ASP.net framework to Banking & Financial Institutions, Learning&Training institutes in India Primary responsibility to generate revenue from solution sales and services from both Retail and Enterprise.

Jan 2013 - Aug 2015

Manager-Sales & Distribution

L&T Investmanagement Management Limited

Kolkata

 Support the company’s distribution initiatives and build relationships with key distributors. Prospecting, account tracking, presentations & trainings to business associates Work closely with products team to develop focus on best in class/innovative products, etc.

Jun 2007 - Dec 2012

Relationship Manager

Kotak Securities

Kolkata

 Revenue generation from equity trading of the clients Managed team of sales executives for sourcing new Trading accounts Structured team review & MIS reporting to Area Manager Additional target of sourcing new Kotak Franchisee associates from the market

Nov 2006 - May 2007
Team & coworkers

Colleagues at HappynessFactory.in

Other employees you can reach at happynessfactory.in. View company contacts for 55 employees →

MK Manjunath K G Manjunath K G Colleague at Happynessfactory.In Bengaluru, Karnataka, India, India View → SK Shailza Kabra Shailza Kabra Colleague at Happynessfactory.In Rajarhat, West Bengal, India, India View → GA Girish Ajgaonkar Girish Ajgaonkar Colleague at Happynessfactory.In Mumbai, Maharashtra, India, India View → VS Vrushali Sangare Vrushali Sangare Colleague at Happynessfactory.In Mumbai, Maharashtra, India, India View → BM Bhaven Mahadevia Bhaven Mahadevia Colleague at Happynessfactory.In India, India View → NP Natarajan P L Iyer Natarajan P L Iyer Colleague at Happynessfactory.In Mumbai, Maharashtra, India, India View → AB Anjali Bairagra, Cfp Anjali Bairagra, Cfp Colleague at Happynessfactory.In Mumbai, Maharashtra, India, India View → DK Durlabh K Jatania, Cfp Durlabh K Jatania, Cfp Colleague at Happynessfactory.In Mumbai, Maharashtra, India, India View → VK Varad Kulkarni Varad Kulkarni Colleague at Happynessfactory.In Mumbai, Maharashtra, India, India View → AS Arathi Suresh Mohan Iyer Arathi Suresh Mohan Iyer Colleague at Happynessfactory.In Bengaluru, Karnataka, India, India View →
4 education records

Debaprasad Mukherjee,Cfpcm education

Pgdbm, Finance & Marketing

Indian Institute Of Social Welfare & Business Management

Did my Summer Internship from DBS Cholamandalam Asset Management Co. Ltd

Higher Secondary, Business/Commerce, General

National High School

Secondary Education, Accounting

South Point High School
FAQ

Frequently asked questions about Debaprasad Mukherjee,Cfpcm

Quick answers generated from the profile data available on this page.

What company does Debaprasad Mukherjee,Cfpcm work for?

Debaprasad Mukherjee,Cfpcm works for HappynessFactory.in.

What is Debaprasad Mukherjee,Cfpcm's role at HappynessFactory.in?

Debaprasad Mukherjee,Cfpcm is listed as Associate Vice President and Financial Coach at HappynessFactory.in.

Where is Debaprasad Mukherjee,Cfpcm based?

Debaprasad Mukherjee,Cfpcm is based in Bengaluru, Karnataka, India while working with HappynessFactory.in.

What companies has Debaprasad Mukherjee,Cfpcm worked for?

Debaprasad Mukherjee,Cfpcm has worked for Happynessfactory.In, Ask Investment Managers Private Limited, Motilal Oswal Asset Management Co. Ltd, Fiserv-Investment Services,India, and L&T Investmanagement Management Limited.

Who are Debaprasad Mukherjee,Cfpcm's colleagues at HappynessFactory.in?

Debaprasad Mukherjee,Cfpcm's colleagues at HappynessFactory.in include Manjunath K G, Shailza Kabra, Girish Ajgaonkar, Vrushali Sangare, and Bhaven Mahadevia.

How can I contact Debaprasad Mukherjee,Cfpcm?

You can use AeroLeads to view verified contact signals for Debaprasad Mukherjee,Cfpcm at HappynessFactory.in, including work email, phone, and LinkedIn data when available.

What schools did Debaprasad Mukherjee,Cfpcm attend?

Debaprasad Mukherjee,Cfpcm holds Pgdbm, Finance & Marketing from Indian Institute Of Social Welfare & Business Management.

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