A

Anand Kumar

Co-Founder

Bengaluru, Karnataka, India8 yrs 2 mos experience

Key Highlights

  • Over 8 years in finance and equity research.
  • Founded and scaled a profitable financial advisory company.
  • Led a team of financial advisors in a major advisory firm.
Stackforce AI infers this person is a Fintech professional with strong expertise in investment management and client advisory.

Contact

Skills

Core Skills

Financial AdvisoryInvestment ManagementClient EducationFinancial AnalysisClient ServicesLeadershipBusiness Development StrategyTraining & DevelopmentSalesBusiness DevelopmentCustomer Service

Other Skills

AMCsBusiness AnalysisBusiness RelationsBusiness Relationship ManagementCommoditiesCritical ThinkingDecision-MakingDirect SalesFinancial ServicesInterpersonal SkillsInvestmentsLeadership DevelopmentManagementMarketing StrategyMutual Funds

About

An experienced finance professional. I have over 8 years of experience in equity research and client engagement and acquisitions. In my previous roles have led a large team of financial advisors for advisory firms. Post which I started up my company and scaled it to a profitable venture. I had been the member of the founding Team at Dezerv Select where we were responsible to set up the whole process which changed the investing hygiene in India... and drive revenue for the organisation.. Feel free to DM me for any kind of discussion.

Experience

Ionic wealth

Acquisition RM

May 2025Present · 10 mos · Bengaluru, Karnataka, India · On-site

Sharekhan

Senior Investment Specialist

Feb 2024Aug 2024 · 6 mos · Bangalore Urban, Karnataka, India · On-site

  • wealth management, financial advisory, PMS,
Business DevelopmentClient ServicesFinancial AdvisoryInvestment ManagementRelationship BuildingStock Market+1

Dezerv

Investment Specialist

Jan 2023Jan 2024 · 1 yr · Bengaluru, Karnataka, India · On-site

Client EducationInvestment ManagementMutual FundsRelationship BuildingSalesNegotiation+3

Freelance

Senior Financial Analyst

Mar 2020Jan 2023 · 2 yrs 10 mos · Bengaluru, Karnataka, India

Client ServicesFinancial AnalysisRelationship BuildingBusiness AnalysisSalesFinancial Advisory+4

Wealth gyaan

Founder & Director of Sales

Jan 2019Mar 2020 · 1 yr 2 mos · Bengaluru, Karnataka, India

Client ServicesLeadershipTraining & DevelopmentFinancial AnalysisRelationship BuildingBusiness Analysis+10

National stock research

Team Leader and Sales Trainer

Oct 2018Dec 2018 · 2 mos · Bengaluru, Karnataka, India

Financial ServicesTraining & DevelopmentFinancial AnalysisBusiness Development StrategySalesNegotiation+5

Dreamgains financials india pvt. ltd.

Senior Business Analyst

Nov 2017Sep 2018 · 10 mos · Bengaluru, Karnataka, India

Client ServicesRelationship BuildingSalesNegotiationBusiness Relationship ManagementFinancial Advisory+5

Hipower support centre

Customer Support Specialist

Sep 2016Sep 2017 · 1 yr · Bengaluru, Karnataka, India

Client ServicesCritical ThinkingCustomer ServiceRelationship BuildingTeamworkTime Management

Education

Visvesvaraya Technological University

Bachelor of Engineering - BE — Information Technology

Jan 2012Jan 2016

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