Savio Varghese
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Savio Varghese Email & Phone Number

Amfi Registered Mutual Fund Distributor at Efo
Location: Thane, Maharashtra, India 5 work roles 7 schools
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Current company
Efo
Role
Amfi Registered Mutual Fund Distributor
Location
Thane, Maharashtra, India
Company size

Who is Savio Varghese? Overview

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Quick answer

Savio Varghese is listed as Amfi Registered Mutual Fund Distributor at Efo, a company with 9 employees, based in Thane, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Savio Varghese.

Savio Varghese previously worked as Sales at Morningstar and Manager - Sales IDBI Mutual fund at Idbi Asset Management Ltd. Savio Varghese holds Rebalance Volatility Certification Course (Rvcc), Gamified Tools And Certification Program, A+ from Nse Academy Certifications.

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Email format at Efo

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Efo

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Profile bio

About Savio Varghese

Experienced Independent Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Securities, Investment Advisory, Mutual Funds, Management Information Systems (MIS), and Business Relationship Management. Strong finance professional with a Cetification focused in Wealth Management from CIEL.

Listed skills include Mutual Funds, Equities, Wealth Management, Portfolio Management, and 21 others.

Current workplace

Savio Varghese's current company

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Efo
Efo
Amfi Registered Mutual Fund Distributor
finland
Website
Employees
9
AeroLeads page
5 roles

Savio Varghese work experience

A career timeline built from the work history available for this profile.

Amfi Registered Mutual Fund Distributor

Current
Efo

Thane Maharashtra India

Savio Varghese Thokalath, founder of Elite Family Office (EFO), is a seasoned financial advisor with over two decades of experience. His career trajectory includes roles at prominent financial institutions like Cholamandalam, Invesco MF, IDBI MF, and Morningstar India.Motivated by a desire to empower individuals, transitioned from corporate life to.

Jul 2017 - Present

Sales

Morningstar India Private Limited; Regd. Office: 9th Floor, Platinum Technopark

About MorningstarMorningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 525,000.

Feb 2016 - Jun 2017

Manager - Sales Idbi Mutual Fund

Mumbai

IDBI Asset Management Limited, the Asset Management Company of IDBI Mutual Fund is sponsored by IDBI Bank. As one of India’s largest banks, IDBI Bank has played a major role in the country’s industrial & economic progress for over 40 years, first as a development financial institution & later as a full-fledged Commercial Bank.IDBI Bank offers a wide range.

May 2010 - Feb 2016

Dy Manager Retail Sales-Ainvescomutual Funds

Mumbai Area, India

Religare Asset Management aims to serve investment needs of individual investors, corporate and institutions through mutual funds and sub-advised portfolios. Our product portfolio is managed by individually focused management teams to create optimum balance and results. We are committed to providing financial care and top class service. We subscribe to.

Apr 2006 - May 2010

Executive Investment

Cholamandalam

Job PurposeHandling Direct Customer in the local area of chembur. It was arm of Cholamandalam Investments.Making direct call to various customer to make investment in various investment plan e.g. Life insurance, Mutual fund and company FD.Duties & Responsibilities:Interact with HNI Creating portfolio analysisMaintaining lead mangment system Organising.

May 2005 - Apr 2006
Team & coworkers

Colleagues at Efo

Other employees you can reach at efo.fi. View company contacts for 9 employees →

7 education records

Savio Varghese education

Rebalance Volatility Certification Course (Rvcc), Gamified Tools And Certification Program, A+

Nse Academy Certifications

Cetification, Wealth Management, A+

Ciel

Bachelor Of Commerce - Bcom, Accounting And Finance, A

South Indians' Welfare Society College- Mumbai University

Ssc

Our Lady Of Good Counsel Sion
FAQ

Frequently asked questions about Savio Varghese

Quick answers generated from the profile data available on this page.

What company does Savio Varghese work for?

Savio Varghese works for Efo.

What is Savio Varghese's role at Efo?

Savio Varghese is listed as Amfi Registered Mutual Fund Distributor at Efo.

Where is Savio Varghese based?

Savio Varghese is based in Thane, Maharashtra, India while working with Efo.

What companies has Savio Varghese worked for?

Savio Varghese has worked for Efo, Morningstar, Idbi Asset Management Ltd, Religare Asset Management Company Public Limited, and Cholamandalam.

Who are Savio Varghese's colleagues at Efo?

Savio Varghese's colleagues at Efo include Yanet Maria Herrero Gallego, Maja Tommerup, Jan Åbacka, Timothy Olufemi, and Everaldo Ferreira De Oliveira.

How can I contact Savio Varghese?

You can use AeroLeads to view verified contact signals for Savio Varghese at Efo, including work email, phone, and LinkedIn data when available.

What schools did Savio Varghese attend?

Savio Varghese holds Rebalance Volatility Certification Course (Rvcc), Gamified Tools And Certification Program, A+ from Nse Academy Certifications.

What skills is Savio Varghese known for?

Savio Varghese is listed with skills including Mutual Funds, Equities, Wealth Management, Portfolio Management, Investment Advisory, Asset Managment, Investments, and Equity Research.

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