Suresh Kaimal Email & Phone Number

Bengaluru, Ka, In

Bangalore, Karnataka, In

Fisdom is a fintech company that is making personal finance both intuitive and accessible to lakhs of customers across India through its innovative technology platform either directly or through its partner organizations. Today, Fisdom’s robust partnership network is 20 members strong and includes some of the largest public sector and private sector banks as well as digital players such as Indian Bank, Bank of Baroda, GooglePay, and Bajaj Finserv Markets to name a few. Through these partnerships, more than 400 million consumers have access to Fisdom's products and services. Fisdom was founded by Subramanya SV (Subu) and Anand Dalmia in 2015. Subu was previously Managing Director at Bessemer Venture Partners, a leading global venture capital firm. Anand led investment banking in the technology space for Macquarie Capital before Fisdom.Fisdom has so far raised $16 million across three rounds from marquee investors such as Naspers (through PayU), Quona Capital, and Saama Capital whose portfolio companies include Byju’s, Swiggy, and Paytm among others. We are always looking to hire good talent. Please visit the careers page at www.fisdom.com to see open positions.

Bangalore, Karnataka, In

Investfront is India’s first fully automated personal investment management platform, driven by the vision to democratise access to goal-based financial investments for investors. My objective is to build a better money-management experience for consumers through thoughtful application of research, scientific algorithms and efficient technology.

Mumbai, Maharashtra, In

Built & lead the highest profit generating priority wealth management team for the region. Focused products include but not limited to Personal Goal Planning, Mutual funds, Life Insurance, Health Insurance, Corp Bonds, Equity, PMS, Structured Products, BG, Trade Forex

Formerly known as Wealth Advisors India p ltd, a 2003 launched, PE funded boutique wealth management firm. WAI is known to continuously win the most coveted best financial advisor award for south India from CNBC TV 18. WAI was acquired by IIFL wealth. I was fortunate enough to get a role to build, execute and head a business unit. This was "The Aha Moment" I needed to nurture my startup/entrepreneur fire within me. I modeled & designed a fee-based wealth management vertical for HNI customers with a net relationship value of above 50 lacs with financial planning & centralized advisory as its core.

London, Gb

As the Area head of the PowerVantage Wealth segment was instrumental in leading a team of 12 Senior Relationship Managers from the front on goal-based financial planning. A short stint with focus on embedding advisory sales systems in place.

New York, New York, Us

As a Citigold wealth manager, I had advised, planned & executed tailored investment strategies for Citi private clients with Mutual Funds, Structured Products, PMS, Debentures, offshore investments, Life & General Insurance for risk coverage and more. Have successfully managed clients with assets under advisory of more than INR 50 million plus.

Mumbai , Maharashtra, In

With a sales team of 40 sales representatives & 4 team leaders was instrumental in building the best performing acquisition team. Moved the branch customer acquisition from 300 customers per month to 3000 customers per month in 4 months. I also got an opportunity to be a part of the initial Private banking team of ICICI Bank. Must say it was an awesome experience which defined my career forward.

Acdmc, Marketing

Pgdbm, Marketing

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