Experienced Founder with a proven track record in the investment management industry. Successful in spearheading acquisition and cross-sell verticals, and managing business development teams for Indian and multinational financial institutions. Proud of delivering innovative solutions and driving business growth. Bhasker has further enhanced his skills through the 'Executive Programme in Fintech and Financial Blockchain' at IIM, Kolkata.
Recently achieved CFP certification from FPSB, USA. Excited to connect with like-minded professionals, exploring opportunities to collaborate and make a positive impact in the industry. Recognized by BFSI Congress and ET Now, named one of the 'Top 101 Most Influential BFSI Leaders in India' in 2020.
Practice at a glance
20
Years of Experience
190
Families Served
₹245
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Invest for Goals
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
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