Suhas Patchipulusu Email & Phone Number

Bengaluru, Karnataka, India

🔹 Financial Planner | Investment Strategist | Retirement Planning SpecialistAs a dedicated financial planner, I specialize in crafting comprehensive financial plans for clients across various age groups and life stages. My expertise spans:• Financial Planning – Developing personalized strategies for comprehensive, goal-based, and retirement-focused financial plans. • Mutual Fund Whitelisting – Conducting thorough mutual fund research (equity, debt, balanced) to create optimized investment plans for both lump sum and systematic investments (SIP). • Reallocation & Asset Allocation – Designing effective reallocation strategies, aligning client goals with optimal asset classes to maximize returns. • Retirement Planning – Structuring diversified asset allocation for retirement with dividend and systematic withdrawal plan (SWP) options. • Client Engagement & Execution – Engaging with clients to review, execute, and refine financial plans that evolve with changing markets and personal objectives. • Mentorship & Collaboration – Training interns, sharing financial expertise, and regularly engaging with fund managers to stay updated on market trends and fund strategies.

Chennai, Tamil Nadu, India

• Presenting investment opportunities and related analysis while pitching proposed course of action in meetings with clients • Documentation of all investments and analyze transaction statements , capital gain statement , balance sheet and P & L statement on periodical basis • Working closely with investment research analysts to assess financial information and investment opportunities • monitor client's investment and their portfolio performance and conducting timely reviews . • Advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks.

Worked in the Regional office to streamline the sales process of the company. I worked in a team that oversees the overall production flow, from the purchasing of the raw material to the final product.

Master Of Business Administration - Mba, Banking, Finance, 72%

Bachelor Of Commerce - Bcom, Accounting, Finance & Computers