Tanwir Alam

Founder

Delhi, India30 yrs 1 mo experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder of Fincart, impacting lives through financial solutions.
  • Aiming to assist 10 million clients by 2030.
  • Expert in investment advisory and wealth management.
Stackforce AI infers this person is a Fintech leader with extensive experience in investment advisory and wealth management.

Contact

Skills

Core Skills

Investment Advisory ServicesEntrepreneurshipSales ManagementStrategic PlanningCustomer Relationship Management

Other Skills

LeadershipStrategyWealth ManagementInvestmentsBusiness DevelopmentMutual FundsPortfolio ManagementEquitiesBankingCRMBusiness StrategyInvestment BankingCapital MarketsCross SellingFinancial Markets

About

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.

Experience

30 yrs 1 mo
Total Experience
5 yrs
Average Tenure
13 yrs 3 mos
Current Experience

Fincart financial planners

Founder & Chief Executive

Feb 2013Present · 13 yrs 3 mos · Greater Delhi Area

  • Complete online solution to all your personal finance needs (Plan, Invest, Monitor, Manage & E-file returns)
  • Raising resources - Loans & Equity Placement
  • Angel Funding, Early Stage Venture Capital, Private Equity.
  • Investment Banking - (Acquisition & Company take-over deals)
  • Private Client Wealth Management
Investment Advisory ServicesLeadershipStrategyEntrepreneurshipWealth ManagementInvestments+43

Idfc asset management company limited

Director; Head - Retail Sales

May 2008Jan 2013 · 4 yrs 8 mos · Mumbai Metropolitan Region

  • Position Description:
  • Strategic Sales Planning based on Company's Objective.
  • Aligning resources, products to the Sales Strategy.
  • Delivering Results by Motivating team & Steering team.
  • Playing the role of a Coach & Mentor. Grooming Team members.
  • Playing the role of a business enabler to business associates.
  • Designing & Implementing Customer Engagement Initiatives.
Investment Advisory ServicesSales ManagementStrategic Planning

Standard chartered asset

AVP & Regional Head - Sales

Jul 2001Apr 2008 · 6 yrs 9 mos · Greater Kolkata Area

  • Position Description:
  • Planning & Achieving Sales Target
  • Building a robust distribution platform
  • Customer Relationship Management
  • People Management
Sales ManagementCustomer Relationship Management

Icici capital services limited (merged with icici bank limited)

Regional Product Manager - Investment

Jan 2000Jun 2001 · 1 yr 5 mos

  • Established Investment Advisory Channel
Investment Advisory Services

Times bank limited

Personal Banking

Jan 1999Jan 2000 · 1 yr

Pioneer financial & management services ltd.

Executive

Jan 1995Jan 1998 · 3 yrs

Education

Institute of Management Technology, Ghaziabad

Post Graduate Diploma in Management — Finance

Saïd Business School, University of Oxford

Jan 2010Present

National Institute of Securities Markets (NISM)

XA & XB

Jan 2019Jan 2019

Institute of Certified Financial Planning

AFP - Investment Planning

Jan 2007Jan 2007

Goenka College of Commerce & Business Administration

1994 — Commerce

Jan 1991Jan 1994

IMD

Leadership Program "Leading For Impact" — Organizational Leadership

Dec 2022Dec 2022

Stackforce found 100+ more professionals with Investment Advisory Services & Entrepreneurship

Explore similar profiles based on matching skills and experience