Sreekanth Reddy

Co-Founder

YSR, Andhra Pradesh, India22 yrs 2 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder of ReLakhs Financial Services
  • Certified Financial Planner® with extensive experience
  • Expert in goal-based financial planning for individuals
Stackforce AI infers this person is a Financial Services Expert with a focus on Personal Finance and Strategic Planning.

Contact

LinkedIn

Skills

Core Skills

Financial PlanningInvestment Banking

Other Skills

Business AnalysisStrategic Financial PlanningFinancial ServicesRisk ManagementFinancial ModelingTeam ManagementLeadershipFinancePortfolio ManagementRelationship Management

About

Specialties: Goal based Financial Planning

Experience

Relakhs financial services

Founder

Jun 2010 – Present · 15 yrs 10 mos · Ysr Kadapa, Andhra Pradesh, India

Investment BankingBusiness AnalysisStrategic Financial PlanningFinancial ServicesRisk ManagementFinancial Modeling+6

Wee solutions (wealth education & enhancement solutions)

2 roles

Certifed Financial Planner and Partner

Promoted

Jan 2009 – Nov 2014 · 5 yrs 10 mos

Bank Reconciliations - TLM implementation for an Investment Bank

Nov 2008 – Nov 2009 · 1 yr

Hcl technologies

TLM Configurator - Bank Reconciliations

Jan 2007 – Sep 2008 · 1 yr 8 mos

Ocwen financial solutions

Floor Leader - Underwriting

Nov 2004 – Feb 2006 · 1 yr 3 mos

Infosys bpo

Process Executive

Jan 2003 – Jan 2005 · 2 yrs

Education

Financial Planning Standards Board

CFP (Certified Financial Planner) — Financial Planning

Jan 2010 – Jan 2010

ICFAI Business School

PGDBA

Jan 2001 – Jan 2003

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