In
an uncertain time, humans have an innate sense of looking up to someone who has
experience. Especially in a sector as agile and unpredictable as finance, we
are constantly looking for a mentor whose advice we can rely upon in making
important decisions.
Nilesh
Shetty: A qualified CFA from CIMA, UK, Nilesh has more than 13 years of
experience in the field of research and finance. Currently, he is the Associate
Fund Manager at Quantum AMC. He was associated with the Edelweiss group prior
to that.
Suresh
Soni: Up until January 2018, he was the CEO of DHFL Pramerica. He has more than
23 years of experience in Indian financial markets. Having held senior
positions across investments and general management, his expertise in the field
is unparalleled. He had worked with Deutsche MF, Pioneer ITI, Sundaram Newton
and SBI as well over the years.
Lakshmi
Iyer: The general mindset in today's world is that finance is a male-dominated
industry but Lakshmi shares the refreshing view that "the glass ceiling is
in the mind. Not only has she been in the industry for over 20 years, she has
been winning at it. With her kind of attitude, she has become an inspiration to
women all across the globe who wish to build a career in this sphere.
Currently, she is CIO at Kotak.
Sonu
Iyer: With a rich experience of over 23 years, Sonu is the Tax Partner and
People Advisory Services Leader, EY India. He is known for sharing her
uninhibited and unabashed opinions over the matters of finance. Her insights
and views vividly demonstrate her knowledge in the area.
Saravana
Kumar: Saravana has worked for over 25 years in investment management across
sectors such as mutual fund, banking, insurance and portfolio management
services. At present, he is the Chief Investment Officer for LIC and before that,
he has been associated with huge names in the industry like Tata and Trust
Investment Advisors. He also received the World Finance Award in 2013.
Seemant
Shukla: After working for ICICI, Reliance and Dhanlaxmi Bank, he is now heading
Sales and Business Development for Edelweiss. He has been in the financial
globe for about 13 years now rich with experiences and learnings.
Lovaii
Navlakhi: Lovaii is one of the first Certified Financial Planners(CFP) of
India. He is an MBA (Finance) and an ICWA. A staunch believer in continuing
education as a way of life he is now the Founder and CEO of International Money
Matters. Lovaii has also been a board member of Financial Planning Standard
Board, India. His blogs also make a great read.
Brijesh
Dalmia: The founder of 'The Brijesh Dalmia Leadership Company'.He is a CFP,
LUTCF and LMF. He is also the founder of 'Dalmia Advisory Services', which is
among the leading boutique wealth management company in the country. He has
authored 9 books and is a regular blogger.
Manish
Chauhan: Manish has written articles on over 800 personal finance topics, 2
personal finance books with CNBC, and being a part of about innumerable
seminars and workshops. He is the founder of Jagoinvestor which is a Financial
Coaching firm. He has been in the finance sector for over 8 years now.
Sumeet
Vaid: Undoubtedly a veteran in the industry, he has worked with companies like
Bajaj Capital, Prudential ICICI, ING Vysya, Optimix, Networth Stock Broking. He
is also is the founder and CEO of Freedom Financial Planners. He has more than
13 years of experience in Wealth Management, business & distribution of
financial products.
Bonus:
with the rise of technology at a great pace, we can also rely upon our virtual
finance experts. In terms of personal loans and credit cards, we have various
online portals that can help you out as well.
Article Source: By Mohit Saxena
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