Ramachandra Rao, Cfp® Email and Phone Number
Ramachandra Rao, Cfp® work email
- Valid
Ramachandra Rao, Cfp® personal email
- Valid
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.
The Money Stream
View- Website:
- themoneystream.in
- Employees:
- 3
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FounderThe Money Stream Aug 2018 - PresentBengaluru Area, IndiaDistributor - 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) -
Consultant TrainerIndependent Consultant Jan 2018 - PresentBangaloreConducted Campus2Corporate, Product & Process, Behavioural training sessions at leading , educational institutions, financial institutions (Banks, NBFC, HFC, Insurers) & OMC (Oil Marketing Companies) PSUs -
Senior Account ManagerIcici Prudential Life Insurance Company Limited Feb 2012 - Dec 2017BangaloreEmployee benefit group solutions - Gratuity, Superannuation, NPS -
Channel Sales ManagerBarclays Jan 2008 - Dec 2011BangaloreSpearheaded and executed a direct to market strategy for Bangalore and supported channel distribution - Unsecured personal and business loans -
Relationship ManagerKotak Mahindra Bank Feb 2007 - Jan 2008Built retail unsecured portfolio through direct to market and channel distribution -
Sales ManagerIcici Bank Oct 2005 - Jan 2007Mangalore And BangaloreBusiness role in sub prime lending - small ticket personal loans -
Customer Care OfficerConvergys Jan 2005 - Sep 2005Customer care email support for MSN Internet Access
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Sales/Admin OfficerHigher Academic Books Distributor/Importer/Institutional Supplier May 2001 - Dec 2004BangaloreInstitutional supplies, Book Imports, Distribution - Medical, Social Sciences Reference books - Foreign editions
Ramachandra Rao, Cfp® Skills
Ramachandra Rao, Cfp® Education Details
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Strategic Management -
Commerce, Accountancy
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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