Valance Fernandes

CEO

Mumbai, Maharashtra, India12 yrs 1 mo experience

Highly Stable

Key Highlights

CEO with over two years of leadership experience.
Trusted by over 3000 investors for wealth management.
Expert in financial planning and investment strategies.

Stackforce AI infers this person is a Fintech leader specializing in wealth management and financial planning.

Contact

Skills

Core Skills

Wealth ManagementFinancial Planning

Other Skills

LeadershipInvestment strategiesRisk mitigationReal EstateFinancial AccountingPortfolio ManagementFinanceInvestingEquityTechnologyHigher EducationResearchStudent AffairsPublic SpeakingStudent Development

About

WEALIXIR integrates financial planning, investment strategies, and risk mitigation to simplify wealth management for clients. As CEO with over two years of leadership experience, combined with nearly a decade as Chief Financial Planner, contributed to innovative, client-centered solutions that encompass real estate, insurance, and portfolio management. With certifications in financial planning and mutual fund distribution, WEALIXIR empowers individuals to achieve financial security and growth. The organization’s mission focuses on delivering comprehensive, tailored strategies, enabling sustainable wealth creation and efficient risk reduction.

Experience

12 yrs 1 mo

Total Experience

12 yrs 1 mo

Average Tenure

12 yrs 1 mo

Current Experience

Wealixir

2 roles

CEO

Promoted

Sep 2023 – Present · 2 yrs 8 mos · Mumbai Metropolitan Region

Note to recruiters and professionals:
"I prefer to be addressed as 'Purple' in initial outreach messages - it's my professional nickname. Please make sure to only call me that."

LeadershipWealth managementFinancial PlanningInvestment strategiesRisk mitigation