In uncertain times, people have an innate sense of seeking someone who has experience. Especially in a mobile and unpredictable sector such as finance, we are constantly looking for an adviser whose advice we can rely on to make important decisions. With money, it is extremely important that we follow the advice of someone with extensive experience. So, we’ve selected these 10 advisors (by no means just yourself) to make this task a little easier for you –
Nilesh Shetty: A qualified CFA from CIMA, UK, Nilesh has over 13 years of research and finance experience. He is currently an associate fund manager at Quantum AMC. Before that he was affiliated with the Edelweiss group.
Suresh Sonny: By 2018 Month of January. He was CEO of DHFL Pramerica. He has over 23 years of experience in Indian financial markets. With a high level of investment and corporate governance, his expertise in this area is unmatched. Over the years, he has also worked with Deutsche MF, Pioneer ITI, Sundaram Newton and SBI.
Lakshmi Iyer: In the modern world, the general consensus is that finances are male-dominated, but Lakshmi shares the refreshing view that “there is a glass ceiling in the head. Not only has she been in the industry for more than 20 years, she is also an inspiration for women around the world who want to pursue a career in the industry. She is currently head of Kotak CIO.
Sonu Iyer: With over 23 years of experience, Sonu is a tax partner and head of human advisory services at EY India. He is known for sharing his unhindered and pristine views on finance. Her insights and attitude clearly demonstrate her expertise in the field.
Saravana Kumar: Saravana has worked in investment management for over 25 years in all sectors such as mutual fund, banking, insurance and portfolio management. He is currently LIC’s chief investor and has been associated with giant names such as Tata and Trust Investment Advisors. He also received 2013. World Finance Award.
Seemant Shukla: Having worked for ICICI, Reliance and Dhanlaxmi Bank, he now leads Edelweiss sales and business development. He has been working in the financial world for 13 years, rich in experience and knowledge.
Lovaii Navlakhi: Lovaii is one of the first Certified Financial Planners (CFPs) in India. He is an MBA (Finance) and ICWA. Convinced of lifelong learning as a lifestyle, he is now the founder and CEO of International Money Matters. Lovaii is also a board member of the Financial Planning Standards Board, India. His blogs read great as well.
Brijesh Dalmia: Founder of Brijesh Dalmia Leadership Company. He is a CFP, LUTCF and LMF. He is also the founder of Dalmia Advisory Services, a leading boutique asset management company in the country. He has written 9 books and is a regular blogger.
Manish Chauhan: Manish has written articles on over 800 personal finance topics, 2 personal finance books listed on CNBC, and is part of numerous seminars and workshops. He is the founder of Jagoinvestor, a financial coaching company. He has been in the financial sector for over 8 years.
Sumeet Waid: Certainly a veteran in this field, he has worked with companies such as Bajaj Capital, Prudential ICICI, ING Vysya, Optimix, Networth Stock Broking. He is also the founder and CEO of Freedom Financial Planners. He has over 13 years of experience in wealth management, business and financial product distribution.
Bonus: With the rapid growth of technology, we can also rely on our virtual finance experts. When it comes to personal loans and credit cards, we have various online portals that can help as well.