Ramachandra Rao, Cfp®

Ramachandra Rao, Cfp® Email and Phone Number

AMFI Registered Mutual Fund Distributor, Personal Finance Educator @ The Money Stream
bengaluru, karnataka, india
Ramachandra Rao, Cfp®'s Location
Bengaluru, Karnataka, India, India
Ramachandra Rao, Cfp®'s Contact Details

Ramachandra Rao, Cfp® work email

Ramachandra Rao, Cfp® personal email

About Ramachandra Rao, Cfp®

I am a Certified Financial Planner (Financial Planning Standards Board Ltd) and a Personal Finance Professional with close to two decades of BFSI (Banking, Financial Services, Insurance) experience.I have served retail, HNI, and institutional clients during my stint at various financial institutions including in my current role as Co-Founder of The Money Stream, a personal finance coaching practice.I coach and consult on various aspects of Personal Financial Planning like Risk Management, Investment Policy Statement, Goal-based and moreI strongly believe that in Personal Finance, 90% is Personal and 10% is Finance, which is to say that more than the know how of managing finance/money, the behavioral aspects of the individual / investor matters the most.Hence, there's no one size fits all. There's no right and wrong as much as people around you want to tell you. Self awareness regard to your relationship with money is a critical aspect of being a calm and peaceful investor.I am not your stubborn advisor, I am not your discreet distributor. I am your friend, guide, and cheer leader who wants to partner with you in your success. It's only a win-win attitude that sustains, everything else will fall on the way side.

Ramachandra Rao, Cfp®'s Current Company Details
The Money Stream

The Money Stream

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AMFI Registered Mutual Fund Distributor, Personal Finance Educator
bengaluru, karnataka, india
Employees:
3
Ramachandra Rao, Cfp® Work Experience Details
  • The Money Stream
    Founder
    The Money Stream Aug 2018 - Present
    Bengaluru Area, India
    Distributor - Mutual Funds, Life, Health & General Insurance, Portfolio Management Services (PMS), Alternative Investment Fund (AIF I, II & III), Home, Mortgage and Business Loans, Corporate Bonds, 54EC Bonds, NCDs, Structured products, Fractional ownership in Commercial Real Estate (S&M REITs)
  • Independent Consultant
    Consultant Trainer
    Independent Consultant Jan 2018 - Present
    Bangalore
    Conducted Campus2Corporate, Product & Process, Behavioural training sessions at leading , educational institutions, financial institutions (Banks, NBFC, HFC, Insurers) & OMC (Oil Marketing Companies) PSUs
  • Icici Prudential Life Insurance Company Limited
    Senior Account Manager
    Icici Prudential Life Insurance Company Limited Feb 2012 - Dec 2017
    Bangalore
    Employee benefit group solutions - Gratuity, Superannuation, NPS
  • Barclays
    Channel Sales Manager
    Barclays Jan 2008 - Dec 2011
    Bangalore
    Spearheaded and executed a direct to market strategy for Bangalore and supported channel distribution - Unsecured personal and business loans
  • Kotak Mahindra Bank
    Relationship Manager
    Kotak Mahindra Bank Feb 2007 - Jan 2008
    Built retail unsecured portfolio through direct to market and channel distribution
  • Icici Bank
    Sales Manager
    Icici Bank Oct 2005 - Jan 2007
    Mangalore And Bangalore
    Business role in sub prime lending - small ticket personal loans
  • Convergys
    Customer Care Officer
    Convergys Jan 2005 - Sep 2005
    Customer care email support for MSN Internet Access
  • Higher Academic Books Distributor/Importer/Institutional Supplier
    Sales/Admin Officer
    Higher Academic Books Distributor/Importer/Institutional Supplier May 2001 - Dec 2004
    Bangalore
    Institutional supplies, Book Imports, Distribution - Medical, Social Sciences Reference books - Foreign editions

Ramachandra Rao, Cfp® Skills

Sales Banking Business Development Leadership Training Relationship Management

Ramachandra Rao, Cfp® Education Details

Frequently Asked Questions about Ramachandra Rao, Cfp®

What company does Ramachandra Rao, Cfp® work for?

Ramachandra Rao, Cfp® works for The Money Stream

What is Ramachandra Rao, Cfp®'s role at the current company?

Ramachandra Rao, Cfp®'s current role is AMFI Registered Mutual Fund Distributor, Personal Finance Educator.

What is Ramachandra Rao, Cfp®'s email address?

Ramachandra Rao, Cfp®'s email address is ra****@****ife.com

What schools did Ramachandra Rao, Cfp® attend?

Ramachandra Rao, Cfp® attended Indian Institute Of Management, Calcutta, Bangalore University.

What are some of Ramachandra Rao, Cfp®'s interests?

Ramachandra Rao, Cfp® has interest in Social Services, Economic Empowerment, Politics, Training And Organization Development, Education, Environment, Innovative Management Concepts.

What skills is Ramachandra Rao, Cfp® known for?

Ramachandra Rao, Cfp® has skills like Sales, Banking, Business Development, Leadership, Training, Relationship Management.

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