Advaith R Kumar — Founder
PG holder in Investment Banking and Global Markets, but mainly a bully who urges everyone to get their finances right. Here are a few things I do - 1) I build Investment portfolios for anyone and everyone who has a positive bank balance. - Equity Portfolio Baskets - Fully fledged financial planning for Individuals, Business Owners, Families and construct Investment vehicles based on their financial profile. 2) I constantly trade in the Derivatives market using a lot of math which I never thought I would be good at. 3) Icing on the cake. I teach Financial Services to students in orphanages and remand homes. I say three things - 1) Always have an emergency corpus 2) Keep a retirement fund and never stop accumulating. 3) If you invest with only 10% percent knowledge, you will lose 100% of your investment. So always have a buddy like me who will take care of your investments for you.
Stackforce AI infers this person is a Fintech expert with strong capabilities in investment management and financial consulting.
Location: Bengaluru, Karnataka, India
Experience: 9 yrs 9 mos
Skills
- Investment Management
- Financial Planning
- Equity Trading
- Derivatives Trading
- Financial Consulting
- Portfolio Management
Career Highlights
- Expert in building diverse investment portfolios.
- Passionate about teaching financial literacy to underprivileged students.
- Strong background in derivatives trading and financial planning.
Work Experience
Amplio Invest
South India Head (3 mos)
Sunzen
Founder/Investments Lead (2 yrs 11 mos)
WinNest
Finance Consultant (1 yr 4 mos)
Prabhudas Lilladher Private Limited
Project Intern (9 mos)
Independent (Self Funded)
Equity and Derivatives Trader (9 yrs 9 mos)
Education
Postgraduate Degree at Christ University, Bangalore
Bachelor of Commerce - BCom at Jain (Deemed-to-be University)
ABSE at Transcend PU College
School at Sri Kumaran Childrens Home
School at Delhi Public School - India
