Sadvika K - Certified Financial Goal Planner
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Sadvika K - Certified Financial Goal Planner Email & Phone Number

I help serious NRI's to build wealth & achieve financial freedom early. India has immense potential to deliver good returns. With our simple investment philosophy & enhancing your behavior towards money makes it possible at Innvest
Location: Bengaluru, Karnataka, India 2 work roles 1 school
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Current company
Innvest
Role
I help serious NRI's to build wealth & achieve financial freedom early. India has immense potential to deliver good returns. With our simple investment philosophy & enhancing your behavior towards money makes it possible
Location
Bengaluru, Karnataka, India

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Sadvika K - Certified Financial Goal Planner is listed as I help serious NRI's to build wealth & achieve financial freedom early. India has immense potential to deliver good returns. With our simple investment philosophy & enhancing your behavior towards money makes it possible at Innvest, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Sadvika K - Certified Financial Goal Planner.

Sadvika K - Certified Financial Goal Planner previously worked as Virtual Relationship Manager - NRI Services at Innvest and Mutual Fund Analyst at Innvest. Sadvika K - Certified Financial Goal Planner holds Master Of Business Administration - Mba, Finance, General from Bangalore University.

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Innvest

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About Sadvika K - Certified Financial Goal Planner

I examine and validate the accuracy of the data to ensure that it produces meaningful information.I am an assertive leader, who is able to multitask and motivate people within any dynamic and demanding environment. Key skills that i have acquired during my previous roles, include being able to manage and measure work in a professional manner, and ensuring that all agreed performance targets and high standards are consistently met. I have commercial flair, limitless drive and love to exceed expectations. As a hands on manager I am always passionate about anything that I do, and have knowledge of what it would take to make a company successful. I posses a keen sense of ownership, and am someone who is energized by the challenges of driving business growth.

Current workplace

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Innvest
Innvest
I help serious NRI's to build wealth & achieve financial freedom early. India has immense potential to deliver good returns. With our simple investment philosophy & enhancing your behavior towards money makes it possible
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2 roles

Sadvika K - Certified Financial Goal Planner work experience

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Virtual Relationship Manager - Nri Services

Current
Innvest

Bengaluru, Karnataka, India

 WHAT WE DOWe help serious investors who are looking to get financial freedom before 50. We help investors to build realistic, simple and suitable investment portfolio which help them to reach goals easily. HOW WE DO ITWe do this by helping our clients in a. Educating our investors about personal finance and importance of long-term Wealth creation by Disciplinary investing.b. We handhold our clients during volatile times and help them to understand the importance of steps in financial freedom path. WHAT MAKES US DIFFERENTOur system driven fund selection process enables unbiased portfolio construction and simple portfolio tracker is add on booster to our client’s wealth creation process. Want to learn more?https://wa.me/919019906772?text=Hi

Oct 2022 - Present

Mutual Fund Analyst

Innvest

Bengaluru, Karnataka, India

I was Responsible for Mutual Fund Analysis to provide the Data driven results to support the clients Investments options

Apr 2021 - Sep 2022
1 education record

Sadvika K - Certified Financial Goal Planner education

FAQ

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What company does Sadvika K - Certified Financial Goal Planner work for?

Sadvika K - Certified Financial Goal Planner works for Innvest.

What is Sadvika K - Certified Financial Goal Planner's role at Innvest?

Sadvika K - Certified Financial Goal Planner is listed as I help serious NRI's to build wealth & achieve financial freedom early. India has immense potential to deliver good returns. With our simple investment philosophy & enhancing your behavior towards money makes it possible at Innvest.

Where is Sadvika K - Certified Financial Goal Planner based?

Sadvika K - Certified Financial Goal Planner is based in Bengaluru, Karnataka, India while working with Innvest.

What companies has Sadvika K - Certified Financial Goal Planner worked for?

Sadvika K - Certified Financial Goal Planner has worked for Innvest.

How can I contact Sadvika K - Certified Financial Goal Planner?

You can use AeroLeads to view verified contact signals for Sadvika K - Certified Financial Goal Planner at Innvest, including work email, phone, and LinkedIn data when available.

What schools did Sadvika K - Certified Financial Goal Planner attend?

Sadvika K - Certified Financial Goal Planner holds Master Of Business Administration - Mba, Finance, General from Bangalore University.

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