Ramesh Madhusudan Email & Phone Number

“The illiterate of the 21st century will not be those who cannot read and write, but those who cannot learn, unlearn, and relearn. ” Alvin TofflerBlending a strong, quantitative background in technology, mathematics and finance with a over decade of experience, I pride myself in provide cutting edge solutions to the complex issues that affect HNW/UHNW investors and business owners.My commitments to every client:* Deliver a high-quality, disciplined, systematic and intellectual approach to investment management and financial planning.* Build loyalty and trust with consistency. * Earn respect with higher standards.Specializations:* Advanced portfolio construction and design using option-based models to hedge market risk.* Detailed risk & portfolio analysis and solutions to mitigate/shift/eliminate risk.* Hedging and providing liquidity to concentrated positions with tax efficient planning.* Minimizing tax drag on investments by appropriate asset selection and allocation.* Establishing and advising employer sponsored retirement/pension plans.* Succession and estate planning. * Capital markets guidance for startups, SMB's and investment banking solutions for M&A, Equity/Debt raises, and VC funding.* Certified Divorce Financial Analyst (CDFA), available as expert witness and consultant for clients and attorneys.

Listed skills include Investments, Equities, Portfolio Management, Financial Modeling, and 33 others.