Ram
Ram, is not the typical finance guy you will come across. He will not pester you like an insurance agent, he will not push you to invest with/through him in the first instance. However, he will bother you to think deeply about how you want your money to be managed. His conversations can be wide-ranging from your career to investing to hobbies. He loves to have deep conversations with the client as he believes this not only helps deepen relationships, which is so essential before someone trusts him with their money but also makes business sense. It unravels the ‘real’ purpose beneath life goals which may go way beyond financial needs. Ram is a Certified Financial Goal Planner from the NSE Academy. He’s cleared a few of the important certifications from the National Institute of Securities Market (NISM). A lifelong learner, he actively manages his social media accounts and doesn’t believe in ‘outsourcing’ them to SM partners although often takes their help 😉 to keep the handles active.
Anita
Anita is a Polymath - studied architecture and worked in the BFSI sector before embarking on her life calling which is to train and coach individuals to help them lead life by design. From business owners to corporate executives, many of them have benefitted from her practice. She runs a training and coaching practice – TheMindStream (https://themindstream.in/) At the Money Stream, Anita helps with giving guidance to not only business operations but focuses on client interaction which is a key to gaining trust, and confidence and building long-lasting relationships.
Veena
Veena in her earlier stints has worked as an accountant and a teacher. However, what pulled her back into financial services was her ability to handle customers well during her early days as an Equity dealer @ India Infoline. Here she’s responsible for keeping a track of the client calendar be it in terms of their investments, renewals, and much more.