Shankar K — Co-Founder
I spent years behind research reports, building models, tracking markets, and writing analyses for institutions. Even with all that experience, managing my own finances wasn’t always straightforward. I wanted the same thing most professionals do: financial clarity, flexibility, and the freedom to choose how I live and work. So I applied what I knew, did research carefully, consistently and built a plan that allowed me to step away from full-time work at 45. That experience changed everything. But I kept hearing from friends, family, professionals who felt lost when it came to their own finances. They where looking for someone who would sit down, understand their life, and help them make smart decisions with their money. That’s when I shifted to Financial Advisory. Today, as a SEBI Registered Investment Advisor (RIA NO: INA000017505), I work one-on-one with people who want calm, unbiased financial advice. Whether it’s planning for retirement, understanding investments, or figuring out if they’re on the right path. I help bring structure and clarity to their financial life. I don’t sell products. I don’t push trends. I focus on what’s right for you, using research-backed thinking and simple, honest conversations. If you’re trying to make sense of your finances and want a reliable advisor who listens, explains, and puts your interest first, I’d be glad to help. 📩 Email me at contact@shankark.com or book a call at shankark.com/call
Stackforce AI infers this person is a Financial Advisory expert with a strong background in Equity Research and Personal Finance.
Location: Thane, Maharashtra, India
Experience: 29 yrs
Skills
- Investment Strategies
- Retirement Planning
- Financial Analysis
- Personal Finance
- Equity Research
- Crisis Management
- Investor Relations
- Equity Research Analysis
Career Highlights
- Transitioned to financial advisory after early retirement
- Specializes in personalized investment and retirement planning
- Focuses on unbiased financial advice without product sales
Work Experience
Securities and Exchange Board of India (SEBI)
Registered Investment Advisor (3 yrs 4 mos)
Finanza Personel
Advisor (4 yrs 6 mos)
Shankark.com
Retired at 45 (9 yrs 10 mos)
Edelweiss Financial Services Limited
Senior Equity Research Analyst (8 yrs 7 mos)
UTI Securities
Research Analyst (1 yr 2 mos)
Vaishnavi Corporate Communications
Director (4 yrs 8 mos)
Dun & Bradstreet India
Assistant Vice President (2 yrs 2 mos)
NatWest Markets Plc
Research Assistant (6 mos)
Sunidhi Consultancy Services Limited
Research Analyst (2 yrs 1 mo)
Education
Post Graduate - 1 year Program at Great Lakes Institute of Management
Master of Business Administration (MBA) at ITM Group of Institutions
Bachelor of Commerce (B.Com.) at R. A. Podar College of Commerce & Economics
SSC at SIWS School
