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Deepali Sen Email & Phone Number

Creating money-life balance for young professionals | Ensuring financial freedom | Certified Financial Planner at Srujan Financial Services LLP
Location: Mumbai, Maharashtra, India 7 work roles 4 schools
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Current company
Srujan Financial Services LLP
Role
Creating money-life balance for young professionals | Ensuring financial freedom | Certified Financial Planner
Location
Mumbai, Maharashtra, India

Who is Deepali Sen? Overview

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Deepali Sen is listed as Creating money-life balance for young professionals | Ensuring financial freedom | Certified Financial Planner at Srujan Financial Services LLP, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Deepali Sen.

Deepali Sen previously worked as Founder | Managing Partner at Srujan Financial Services Llp and Founder partner at Founder Partner- Srujan Financial Services Llp Https://Www.Srujanfs.Com/. Deepali Sen studied at Banaras Hindu University.

Profile bio

About Deepali Sen

I firmly believe in this quote by Billy Graham, “If a person gets his attitude towards money straight, it will help straighten out almost every other area in his life.”I sort out money dynamics of young professionals. I ensure that they find their peace with money, nurture it effectively and move towards their financial freedom. Short youtube video on what I do https://www.youtube.com/watch?v=qDZvDTHR6IY&t=50sI believe that money is one of the highest forms of energies and one's relationship with money is unique and dynamic. I shape their relationship with money. This youtube video explains it simply https://www.youtube.com/watch?v=f6P1EYQizIM&t=151sI know from experience that the wealth we create is largely determined by our behavioral traits. Broad brush on investors' reactions https://www.youtube.com/watch?v=gRAjn0v22g4&t=17sI have authored "Why Greed is Great"- ( https://amzn.to/3qJjAqr) a book that explores the world of money management in a lucid manner. It showcases the psychology behind money making, our unique relationship with money and the equilibrium all of us seek to achieve. It emphasizes upon the need for planning our finances through twelve life stories shedding light on the thumb-rules to follow and the landmines to avoid. I have an overall experience of 25+ years in the personal financial services industry across Mutual Fund companies like, Franklin Templeton AMC, Axis AMC, ICICI Prudential AMC and have been my running my company Srujan Financial Services LLP since the last 10 years. If you are seeking a trusted advisor to shape your relationship with money, I advise you to connect with me https://www.srujanfs.com/contact

Listed skills include Financial Planning, Investment Advisory, Mutual Funds, Relationship Management, and 2 others.

Current workplace

Deepali Sen's current company

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Srujan Financial Services LLP
Srujan Financial Services Llp
Creating money-life balance for young professionals | Ensuring financial freedom | Certified Financial Planner
7 roles

Deepali Sen work experience

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

Founder | Managing Partner

Current
Srujan Financial Services Llp

Mumbai, Maharashtra, India

Sep 2012 - Present

Founder Partner

Current
Founder Partner- Srujan Financial Services Llp Https://Www.Srujanfs.Com/

I write people's equation with money. I sort out their relationship with money on a unique and customized basis and at a dynamic level.1.I plan the future cash flows for the goals2.I peg current assets to the future goals3.I do budgeting of expenses4.I review the past investments and recommend changes5.I recommend appropriate insurance products (both life.

Sep 2012 - Present

Vice President -Banks & National Distributors

Axis Asset Management Company Ltd Https://Www.Axismf.Com/

Mumbai

Jun 2009 - Aug 2012

Avp- Private And Foreign Banks

Icici Prudential Amc Ltd. Https://Www.Icicipruamc.Com/

Mumbai

Relationship management at the central level across banks

Dec 2007 - Jun 2009

Senior Manager- Business Planning And Initiative

Franklin Templeton Investments Https://Www.Franklintempletonindia.Com/

Mumbai

Managing relationships across Banks, National Distributors and IFA s

Jan 2000 - Nov 2007

Manager- Investments

Fidelity Financial Services

Mumbai

Placement of ICDs, Secondary sale and purchase of bonds and G-secs, Sale of MFs

May 1999 - Jan 2000

Executive- Finance

Malvika Steel Limited

Jagdishpur Industrial Estate

Preparation of profitability statements.Reconciliation of vendor payments and banking transactions. Finalization of balance sheets. Payment clearances to suppliers and contractors.

Aug 1996 - Dec 1998
4 education records

Deepali Sen education

Qpfp (Qualified Personal Finance Professional) Https://Networkfp.Com/Qpfp/Directory/, Personal Finance, First Class

Network Fp
FAQ

Frequently asked questions about Deepali Sen

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

What company does Deepali Sen work for?

Deepali Sen works for Srujan Financial Services LLP.

What is Deepali Sen's role at Srujan Financial Services LLP?

Deepali Sen is listed as Creating money-life balance for young professionals | Ensuring financial freedom | Certified Financial Planner at Srujan Financial Services LLP.

Where is Deepali Sen based?

Deepali Sen is based in Mumbai, Maharashtra, India while working with Srujan Financial Services LLP.

What companies has Deepali Sen worked for?

Deepali Sen has worked for Srujan Financial Services Llp, Founder Partner- Srujan Financial Services Llp Https://Www.Srujanfs.Com/, Axis Asset Management Company Ltd Https://Www.Axismf.Com/, Icici Prudential Amc Ltd. Https://Www.Icicipruamc.Com/, and Franklin Templeton Investments Https://Www.Franklintempletonindia.Com/.

How can I contact Deepali Sen?

You can use AeroLeads to view verified contact signals for Deepali Sen at Srujan Financial Services LLP, including work email, phone, and LinkedIn data when available.

What schools did Deepali Sen attend?

Deepali Sen studied at Banaras Hindu University.

What skills is Deepali Sen known for?

Deepali Sen is listed with skills including Financial Planning, Investment Advisory, Mutual Funds, Relationship Management, Addressing Clients On Investments And Financial Planning, and Writing On Money Management.

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