Naveenkumar K., MBA (Finance)., NISM X-A & X-B.,

Person Associated with Investment Advice (PAIA).

Finholistic Founder Naveenkumar Krishnamoorthy

7+ Years of Experience in Financial Planning and Investment Management

Successfully Completed NISM Series X-A and X-B Certifications

About Me:

I am a finance professional with over 7 years of experience in financial planning, investment management, portfolio analysis, and client advisory services. My experience includes working closely with individuals and families to help them make informed financial decisions and pursue their long-term financial goals.

Analyzed HNI clients assets, liabilities, financial goals, risk tolerance, and other details needed to develop personalized Financial Plan.
Prepared & executed Portfolio Investment & Rebalancing Plan for Wealth Management activities to ensure optimal performance as per risk profile. • Conducted research, gathered information from multiple sources, and presented results.
Developed Excel VBA Macro templates to increase efficiency.
Managed 50+ client investment details, reports & tasks efficiently.
Managed team of 5 employees, the delegation of work, overseeing, training, and fostering professional growth of employees.
Managed the team of 4 employees for ITR works, and achieved successful support in filing ITR for 150+ clients since FY 19-20.