Tanwir Alam — Founder
I believe that small, consistent efforts can help people achieve big goals. I started Fincart out of a passion for assisting people to achieve their life goals, focusing on providing financial solutions rather than just selling products. I have a dream of positively impacting the lives of 10 million clients by 2030. I wish to be their go-to financial service provider. “A journey of a thousand miles begins with a single step'’ – our journey started 11 years back with 5 people, and has grown to over 125 people now. It makes me feel that we have just begun. I believe that any product or service that is focused on client-centricity will survive the sands of time. I prioritize transparency, integrity, and client-centric services. I like to give back to society via various means – I actively share financial insights through speaking arrangements and our YouTube channel, thereby educating, empowering, and enabling them to make better financial decisions. Additionally, I am involved in social work, collaborating with NGOs and supporting the underprivileged. My efforts are directed toward three initiatives – education, healthcare, and social entrepreneurship.
Stackforce AI infers this person is a Fintech leader with extensive experience in investment advisory and wealth management.
Location: Delhi, India
Experience: 30 yrs 1 mo
Skills
- Investment Advisory Services
- Entrepreneurship
- Sales Management
- Strategic Planning
- Customer Relationship Management
Career Highlights
- Founder of Fincart, impacting lives through financial solutions.
- Aiming to assist 10 million clients by 2030.
- Expert in investment advisory and wealth management.
Work Experience
Fincart Financial Planners
Founder & Chief Executive (13 yrs 3 mos)
IDFC Asset Management Company Limited
Director; Head - Retail Sales (4 yrs 8 mos)
Standard Chartered Asset
AVP & Regional Head - Sales (6 yrs 9 mos)
ICICI Capital Services Limited (merged with ICICI Bank Limited)
Regional Product Manager - Investment (1 yr 5 mos)
Times Bank Limited
Personal Banking (1 yr)
Pioneer Financial & Management Services Ltd.
Executive (3 yrs)
Education
Post Graduate Diploma in Management at Institute of Management Technology, Ghaziabad
at Saïd Business School, University of Oxford
XA & XB at National Institute of Securities Markets (NISM)
AFP - Investment Planning at Institute of Certified Financial Planning
1994 at Goenka College of Commerce & Business Administration
Leadership Program "Leading For Impact" at IMD