Naresh Kumar K

Naresh Kumar K

Over two decades of experience in Private Banking, Personal Wealth Management, Personal Financial Planning, Marketing and Sales of Insurance and other Financial Services. Had a varied experience of establishing framework in setting up regulatory compliance for Insurance broking, Portfolio Management Services and ISO certification for Financial Services Cos.

A Certified Investment Advisor & research analyst with multiple industry relevant certifications in Equity Derivatives, Licentiate from III, Insurance Broking, Securities Operations and Risk Management. Regularly featured through writings on personal finance and markets in dailies like – The Economic Times, The Times of India, The Hindu and an exclusive weekly column on personal finance in The Hans India daily. Also teaches across B-Schools in Finance with regular visiting faculty at IMT, Ghaziabad.

A BE (Comp. Sc.) and PGDM in Business Management, is associated with Wealocity in advising and managing investments of over 300Cr for High-Networth Individuals and select corporates. Married to a Gynaecologist, who’s an asst. proff at Govt Medical College and are blessed with a 10yr old daughter. Proficient in multiple languages (literate in all southern Indian languages) loves to learn new things (across subjects) with interests in long-distance running, cooking, reading, writing and travelling.

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