Personal Finance Advisor
CurrentSpecialties:Personalized Money Management StrategiesTailored Investment PlanningLifestyle-Centric BudgetingHolistic Financial Guidance
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Hanif Kulad is listed as Personal Finance Professional | Guiding Individuals and Families Toward Financial Success | Specializing in Investment Strategies, Retirement Planning, and Wealth Management at FinCraft Wealth Advisory, based in Hyderabad, Telangana, India. AeroLeads shows a matched LinkedIn profile for Hanif Kulad.
Hanif Kulad previously worked as Personal Finance Advisor at Fincraft Wealth Advisory and Insignia Wealth Manager at Rbl Bank. Hanif Kulad holds Post Graduate Certification In Business Management, Banking And Financial Support Services from Narsee Monjee Institute Of Management Studies (Nmims) Navi Mumbai.
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"Mastering money management isn't just about numbers; it's about aligning financial strategies with your unique interests and aspirations."I'm Hanif Kulad, a passionate Personals Financial Advisor dedicated to helping individuals and families achieve their financial dreams by tailoring strategies to their personal preferences and interests.Understanding that financial needs are as diverse as the people of our country, I specialize in crafting personalized money management approaches that reflect individual preferences. With 14 years of experience in personal finance and wealth management, my mission is to empower my clients to take control of their finances based on what matters most to them.From exploring investment avenues that align with your lifestyle, I aim to offer holistic financial guidance. My expertise extends beyond conventional advice, encompassing a deep understanding of personal financial preferences that influence financial decisions.Specialties:Personalized Money Management StrategiesTailored Investment PlanningLifestyle-Centric BudgetingHolistic Financial GuidanceLet's connect to discuss how your unique interests can shape a financial plan that not only secures your future but also resonates with your individuality.Feel free to DM me for a personalized financial consultation designed around your interests and financial aspirations!I am a multilingual who is conversant in English, Hindi, Urdu and Gujrati.Also a fitness enthusiast and book reader.
Listed skills include Banking, Portfolio Management, Retail Banking, Finance, and 8 others.
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Hyderabad, Telangana, India
Specialties:Personalized Money Management StrategiesTailored Investment PlanningLifestyle-Centric BudgetingHolistic Financial Guidance
Hyderabad, Telangana, India
Insignia Wealth Manager handled the investment portfolio of preffered customer.
Hyderabad, Telangana, India
Private Wealth Management - Financial Strategist
Hyderabad, Telangana, India
Responsible for interfacing and engaging with HNI clients on day to day basis. Effective and efficient sourcing and processing of Investment Product requirement of the clients such as Mutual Fund, life insurance, PMS etc. basis of their risk profile. Similarly sourcing and serving of Asset products. Also responsible for servicing on time and result in growth in client portfolio and relationship with the bank.
Hyderabad, Telangana, India
As KYC officer was responsible for opening, amending, reviewing and exiting clients according to established policies and procedures. Also to review client's transactions to detect and report either praposed or completed unusual transactions.
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Hanif Kulad works for FinCraft Wealth Advisory.
Hanif Kulad is listed as Personal Finance Professional | Guiding Individuals and Families Toward Financial Success | Specializing in Investment Strategies, Retirement Planning, and Wealth Management at FinCraft Wealth Advisory.
Hanif Kulad is based in Hyderabad, Telangana, India while working with FinCraft Wealth Advisory.
Hanif Kulad has worked for Fincraft Wealth Advisory, Rbl Bank, Anandrathi Private Wealth Management, Icici Bank, and M. Bhaskara Rao & Co..
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Hanif Kulad holds Post Graduate Certification In Business Management, Banking And Financial Support Services from Narsee Monjee Institute Of Management Studies (Nmims) Navi Mumbai.
Hanif Kulad is listed with skills including Banking, Portfolio Management, Retail Banking, Finance, Customer Service, Investments, Microsoft Office, and Financial Analysis.
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