Comprehensive Financial Planninginvestment PlanningSuperannuation adviceInsurances and Risk PlanningSMSF AdviceClient ManagementRetirement and Centrelink

Comprehensive Financial Planning Retirement PlanningSuperannuation Investment Planning in Managed Funds, Equity and Property.SMSF AdviceCompliance Procedure setting and updatingCreating licensees approved templates for advisers SoA & RoAEstablishing licensees Advice Framework

o The profile involves heading the client prospecting, sales, advisory and client management of Financial Planning division across the country. The company has its presence in Mumbai, Pune, Delhi and Chennai. The Division is involved in making customized comprehensive financial plans for private individual clients encompassing recommendations and strategies in the following areas:- Goal based Asset Allocation and Restructuring Retirement Planning Insurance Planning Taxation & Estate Planning Equity and Debt Mutual fund advisory Debt Restructuring Conducting Investment Reviewso Partner Practice Set up: With a shift in the company’s business plan towards an agency model, my team was responsible for training and grooming Agency partners to become financial planners. My team managed 200 partners spread across all offices in India. o My team size has varied from 11-18 planners who manage more than 1200 clients majorly from India and a few clients who have moved to UAE, Vietnam, China and Singapore.o As a part of my profile I also conduct Educative Seminars on Behavioral Finance, Investment Management, Portfolio Management and Insurance Planning. I have been conducting such seminars for employees of  Proctor and Gamble JSW Ispat Motilal Oswal Financial Services Bernhard Schulte Ship Management Co.  IDFC Mutual Fund

Team ManagementOverall Team Sales TargetsClient Advice DeliveryOverall advice on investments, risk, retirement and social securityComprehensive financial Advice New planner training Conducting sales seminars through investor workshops

My primary responsibility was to set up the Financial Planning desk with automation of the financial planning program.

o Managed client portfolios in  Equity & Derivatives Debt Life and health Insurance Mutual fundso The key responsibilities were client acquisition and revenue generation by selling the employers proprietary research based investment calls like Pair strategies, Structured Products Fundamental long term investments calls Derivative strategies like Bull Call Spread, Butterfly, Straddle etc Valuation Basket strategies