Ramesh Kumar M Email and Phone Number
Hi, I am Ramesh Kumar, a Wealth Management Professional turned TAB Franchise Owner. I strongly advocate that self-discipline is the secret behind wealth creation and I find TAB to meticulously bring this discipline in the functioning of the business.The Alternative Board™ helps business owners and leaders confidently see new opportunities and achieve their strategic goals. They offer a powerful, streamlined program that includes peer advisory boards, one-on-one coaching, workshops, expert speakers, robust business tools and invaluable TAB connections.As a Certified Financial Planner (CFP) and Systemic wealth creation evangelist, with over 25+ years of experience in Financial Services and Wealth Management, I help entrepreneurs, SME Owners, and high-performance professionals to achieve financial freedom and build sustainable wealth by paying attention to two key aspects - FOCUS and FLOW.FOCUS with absolute clarity on the goal (personal as well as business) and cash FLOW to pursue their lifestyle and dreams.I also conduct workshops and speaking on various forums about Wealth Management. I have also been a key panelist in Financial Planning and Investment shows in Television News Channels and authored articles in leading Personal Finance magazines.You may reach out to me on my Inbox for any queries, and I will be more than happy to help.
The Alternative Board India
View- Website:
- thealternativeboard.in
- Employees:
- 12
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Tab Business OwnerThe Alternative Board India Jan 2020 - PresentThe Alternative Board supports business owners to take their business to the next level through; supportive advisory boards made up of other local business owners, expert 1-2-1 coaching, and our suite of business tools. Our coaching and mentoring sessions are designed to give you the time and space you need to gain more clarity and focus on your business. With the additional support of the TAB Business Builder’s Toolkit, you will have everything you need to exceed your goals and set new ones.
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Chief Executive OfficerAikyam Wealth Management Services Private Limited Oct 2013 - PresentBengaluru, IndiaSEBI REGISTERED INVESTMENT ADVISOR
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Hedge Fund ManagerHarmony Capital Dec 2012 - PresentBengaluru, IndiaSponsor and Investment Manager of Harmony Hedge Fund, A scheme of Harmony Alternative Investment Fund Trust, SEBI registered CAT III AIF since January 2013
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PartnerSept Securities Sep 2009 - PresentPondicherrySept Securities is a Partnership Firm and a Member of the National Stock Exchange. We help clients to invest and trade in NSE and execute their transactions efficiently.Sept Securities was one of the top ten Members in Tamil Nadu in volume transactions.
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PartnerCommoditywise Jan 2009 - PresentChennaiCommoditywise is a Partnership Firm and a Member of Multicommodity Exchange Ltd. We help clients to trade in commodities and execute their transactions in a more efficient manner. Commoditywise won the Most Prestigious Award for the high volume of transactions in South India for the year 2017-18.
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Managing DirectorHarmoney Wealth Advisory Services Pvt Ltd Apr 2006 - Jul 2015Bengaluru Area, IndiaPromoter of Harmoney wealth advisory services India (P) Ltd.Built Portfolio management, Holistic financial planning and Wealth management practices from scratch and have helped 200+ friends and families to plan, build and protect wealth. Lead associate firms of Harmoney to become a member of National Stock Exchange (NSE), Multi-Commodity exchange (MCX) and kick started an Alternate Investment fund in the name of Harmony Hedge Fund
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DirectorIuro Investments India (P) Ltd Jun 2002 - Mar 2006Chennai Area, India
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Million Dollar Round Table MemberLic Sep 1996 - May 2002Chennai Area, IndiaMDRT Member from 1999 to 2002 -
Accounts & Administrative ManagerMagna Chemical Manufacturers Pvt Ltd May 1986 - Aug 1996Pondicherry Area, India
Ramesh Kumar M Skills
Ramesh Kumar M Education Details
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Tagore Arts CollegeBusiness/Commerce, General -
Financial Planning Board Standards
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Financial Planning Board Standards
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Financial Planning Board Standards
Frequently Asked Questions about Ramesh Kumar M
What company does Ramesh Kumar M work for?
Ramesh Kumar M works for The Alternative Board India
What is Ramesh Kumar M's role at the current company?
Ramesh Kumar M's current role is SME Business Coach | Professional Peer to Peer Business Owner Advisory Board Facilitator | Helping Business Owners achieve Personal Vision and Business Vision strategically.
What schools did Ramesh Kumar M attend?
Ramesh Kumar M attended Tagore Arts College, Financial Planning Board Standards, Financial Planning Board Standards, Financial Planning Board Standards.
What skills is Ramesh Kumar M known for?
Ramesh Kumar M has skills like Leadership, Alternative Investments, Commodity Markets, Insurance, Retirement Planning, Financial Planning, Portfolio Management, Investments, Team Management, Finance, Investment Advisory, Strategic Planning.
Who are Ramesh Kumar M's colleagues?
Ramesh Kumar M's colleagues are Surendranathan Ardhanari, Srinivas Vakati, Sanatan Pal, Ramas Krishnan (Rk), Tab India, Amit Palta, Ravishankar Mani.
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Ramesh kumar M
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