Sadvika K - Certified Financial Goal Planner

Sadvika K - Certified Financial Goal Planner Email and 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 @ Innvest
Sadvika K - Certified Financial Goal Planner's Location
Bengaluru, Karnataka, India, India
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.

Sadvika K - Certified Financial Goal Planner's Current Company Details
Innvest

Innvest

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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
Sadvika K - Certified Financial Goal Planner Work Experience Details
  • Innvest
    Virtual Relationship Manager - Nri Services
    Innvest Oct 2022 - Present
    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
  • Innvest
    Mutual Fund Analyst
    Innvest Apr 2021 - Sep 2022
    Bengaluru, Karnataka, India
    I was Responsible for Mutual Fund Analysis to provide the Data driven results to support the clients Investments options

Sadvika K - Certified Financial Goal Planner Education Details

Frequently Asked Questions about Sadvika K - Certified Financial Goal Planner

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 the current company?

Sadvika K - Certified Financial Goal Planner's current role is 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.

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

Sadvika K - Certified Financial Goal Planner attended Bangalore University.

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