I am a Certified Financial Planner (CFP®) and Corporate Trainer with 10+ years of experience in the Indian asset management industry. My expertise centers around investor education, distributor capability development, performance coaching, and financial literacy.
Formerly serving as a Cluster Head for ICICI Prudential AMC and Manager at HDFC AMC, I now work independently as a full-time trainer. I specialize in delivering NISM certification programs, developing digital-first training modules, and simplifying complex financial topics through engaging, behavior-focused communication.
Independent | Pan-India
Delivering 250+ investor awareness programs. Conducting NISM certifications, digital-first training modules, and simplifying complex financial topics.
ICICI Prudential AMC Ltd
Led a multi-location team of 50, coaching them in sales, client communication, and relationship management. Supported distributor training and regional business strategy.
ICICI Prudential AMC Ltd
Delivered NISM 21-A PMS certification training. Developed distributor capability by onboarding 30+ new MFDs in 6 months.
ICICI Prudential AMC Ltd
Conducted extensive training for internal employees across East Zone. Created product presentations and insights to support advisory communication.
HDFC Asset Management Company
Delivered training and advisory sessions for banking partners and wealth managers. Created product presentations for HNI investor education.
HDFC Asset Management Company
Conducted multiple investor and distributor presentations. Mentored a 4-member team on communication and product knowledge.
Early Career (2016-2018): Management Trainee & Asst. Manager at HDFC AMC, supporting regional product training and investor awareness programs.