Dev Ashish

Co-Founder

Lucknow, Uttar Pradesh, India17 yrs 5 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Founder of a leading financial advisory platform.
Expert in personalized financial planning and wealth management.
SEBI Registered Investment Advisor with extensive industry experience.

Stackforce AI infers this person is a Fintech expert specializing in wealth management and financial advisory services.

Contact

Skills

Core Skills

Wealth ManagementFinancial Planning

Other Skills

Portfolio ManagementPersonal Financial PlanningRisk ManagementFinancial AnalysisRisk AssessmentClient AdvisoryLong Term InvestingDividend InvestingManagement ConsultingBusiness AnalysisBusiness IntelligenceProcurementBusiness StrategyBusiness DevelopmentCorporate Finance

About

I am the founder of StableInvestor.com and a SEBI Registered Investment Advisor. I firmly believe that if we are smart about our financial decisions, money can be a tool to live a life that we really want. Based on this, I help people better manage their investments and reach their personal financial goals (through investment / financial planning). I also advise select clients on direct equity investments and corporates on financial research. Prior to being an investment advisor, I have worked in Banking & Oil sector for many years. I am an MBA from one of India’s premier B-Schools. To clear your thoughts about investing, personal finance and how to have enough money to lead the life you want, check out my website www.stableinvestor.com If you are interested in financial planning / investment advise, drop a mail to stableinvestor@gmail.com

Experience

Rbl bank

Manager - Business Intelligence

Jan 2013 – Jan 2015 · 2 yrs · New Delhi Area, India

Multiple organizations

Financial Research Consultant

Jan 2012 – Present · 14 yrs 2 mos

Stable investor

Founder

Nov 2011 – Present · 14 yrs 4 mos · New Delhi Area, India

I advise Salaried Individuals, HNIs on Financial Planning, Wealth Management and Risk Management.
Through Stable Investor, I currently offer the following services to select clients:
1) Goal-based Financial Planning
2) HNI Advisory
Comprehensive financial planning exercise broadly encompasses the following:
Understanding Clients' Needs Financial Behaviour
Analyzing Risk Profile
Assessing Financial Goals
Creating customized Strategic Financial plans to ensure higher chances of goal achievement.
Reviewing the Plan periodically and suggesting actions to take benefit of change in personal or financial market situations.
As for financial goals, they are a function of life circumstances (like age, marital status, income, current and future career, housing situation, family’s financial background, etc.) So I help individuals identify their ‘real’ financial goals (like retirement planning, children’s education, wealth maximization) and help them in getting back on right track to achieve those goals.
With more than one and a half decades in investing, I now firmly believe that a few correct decisions can help create sustainable long-term wealth. Therefore I prefer to work with clients who share similar beliefs. So if you enjoy and believe in the possibility of the real potential of long term wealth creation, you will enjoy talking with me.
If you are interested in financial planning / investment advice, drop a mail to stableinvestor@gmail.com
Stable Investor is one of India’s most-followed and respected financial websites. With more than 30,000+ subscribers, it helps spread the basic principles of personal finance and investing. The idea is to help investors make sense of their financial lives and use money to live the life they really want.
SEBI Registered Investment Advisor (License No. INA100005241)