Sujith S S π β CEO
Sujith works at MoneyDhan Investment Advisory India. An ππππ - πππ π’π¬πππ«ππ ππ§π―ππ¬ππ¦ππ§π πππ―π’π¬π¨π«π². ( one amongst the only 900 licensed in India) Your financial planning, wealth creation with a One-to-One Interaction. We send you our advisory via email, you execute it. We seek long term association with you. Objective is to manage your cash flow. Save you from over spending & over committing to EMI's as well as handhold you to retirement with a good monthly cash flow, with comfort and less financial stess. β ππππ-πππ ππππππππππππ ----------------------------------------- Mr Sujith writes posts about β Investment Portfolio β Wealth Creation, Wealth Planning β Goal based financial planning β Retirement plan and execute β Financial Writing, Financial Markets ----------------------------------------- Only Guy whom you should trust is SEBI Registered Investment Advisor. They have to keep 50 lakh Networth. Pay 1 lakh per year license fee. There is no conflict of interest, since they cannot earn commission or referrals from LIC/MF/broker etc. They cannot even monetize their Youtube channel. SEBI audits the bank books, All advises sent to client, Compliance is strict. Loose advise will cause 1 lakh penalty per day !! We do not touch you money. Keep it with your stock broker only. Client-adviser agreement is done. We are SEBI Registered so we are legal, take us seriously.
Stackforce AI infers this person is a Fintech expert with a strong focus on investment advisory and wealth management.
Location: Mumbai, Maharashtra, India
Experience: 10 yrs 1 mo
Skills
- Investment Advisory
- Portfolio Management
- Trading
- Financial Planning
Career Highlights
- SEBI Registered Investment Advisor with extensive experience.
- Expert in wealth creation and financial planning strategies.
- Proven track record in trading and portfolio management.
Work Experience
Moneydhan Investment Advisory
Chief Executive Officer (6 yrs 2 mos)
Founder & Chief Investment Strategist (8 yrs 6 mos)
www.motilaloswal.com
Franchise manager for stock broking firm (11 mos)
Motilal Oswal Financial Services Ltd
Proprietary Trader (7 yrs)
Education
Masterβs Degree at National Institute of Securities Markets (NISM)
International certification in wealth and investment management at The Chartered Institute for Securities & Investment (The CISI)
certificate at National Institute of Securities Markets (NISM)
Engineerβs Degree at Cochin University of Science and Technology