ABOUT ME....
I am working as a freelance investment consultant and financial planner for past three years. Post my IBS, Gurgaon, I was placed in Franklin Templeton Investment in Corporate Sales. My profile was initiating FTs pilot project “Advising Mutual Fund Investments to SMEs”. The project was a big success and we (team of 5 people) did over Rs.600 crores business from SMEs in Delhi & NCR over a span of six months, my contribution alone being Rs.135 crores.
I did my schooling from Mount Assisi School, Bhagalpur, high school from Vanijya Mahavidhalaya, Patna and graduation in commerce from Jiwaji University, Gwalior. I then joined Kotak Mahindra Bank- Wealth Management where I was advising various investments (PMS, Insurance & Mutual Funds) and structured investment products to High Net-worth Individuals (HNIs).
My Family
My father, Dr. Krishna Mohan is a Senior Scientist & Professor with Bihar Agriculture College, Bhagalpur and mother is a home-maker. We are two brothers and a sister, I being the youngest. My elder brother is an officer in the Indian Armed Forces and my sister is a home-maker, stationed at Gwalior.
On current role and responsibilities
Presently, I am working as Principal Consultant for my venture Investment India. My role is to take care of the day-to-day functioning of its offices in Delhi, Jaipur and Gwalior. My prime responsibilities are:
- Managing and monitoring assets of our clients in India and abroad
- Acquiring new clients
- Preparing Financial plans and implement them
- Planning and strategising the future course of business
- Partnering with various mutual funds, insurance and promoting their plans
Message to IBSAF members working in the same field
This is a very dynamic field and it is in a very nascent stage. Any member aspiring for this field should always strive for learning more and more and keep themselves abreast with current trends and product developments; it is getting more and more complex with more structured products making way. This is a field of specialization and one has to be on his/her toes all the time to do well in this profession. For beginners in this field , they should look for better and educative profiles and not get carried away with big pay packets because money definitely follows you once you grow in experience. Not to mention this field is about money management and managing money is not that simple as it may seem, this is where your experience will help you.
Strengths
Self-belief Hard work and openness to new ideas & thought process are my key strengths.
On Association with IBSAF
It feels good to be associated with an institution which has laid the foundation for my future as well as of many others. My idea of taking the IBS alumni fraternity ahead would be to develop entrepreneurial qualities in IBS students and alumni who aspire to think big and would like to tread the less trodden path.
Learnings from life
Life teaches you a lot of things which is beyond the scope of books; some of my learning from my career and life are as follows:
- There is a lot of difference between theory and practice;
- Grass always looks greener on the other side;
- Failures should be taken as a learning process which translates into ones experience and takes you to next level of wisdom; and
- Never count your chicken before they hatch.
From life
I keep realistic expectations from life which is based on my personal convictions and endeavours besides my responsibilities towards my family and friends.
Your Beliefs
My personal beliefs are:
- Follow your dream even when the world is against you;
- Believe in god as he believes in you; and
- Everyday is a new beginning.
Your advice to young members of IBSAF
Always be hungry for learning newer things which you feel will help your personal knowledge and skill set. Benchmark yourself with your role model and make out how you can be equivalent to your role model if not better. This helps you in setting standards for yourself and a target oriented approach towards your work and life.
The de-stress mantra
Meditation, vacations and of course a good sleep are the best ways to relax.
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