BEYOND LIFE - Key Persons
Job Titles:
- Senior Partner - Client Relations
Education: BE Electronics, MBA in Finance, CFP CM
Experience: 18 years across Analytics, Business Development, and Wealth Management
Interests: Retro music, sports, and travelling
Education: Qualified Personal Finance Professional (QPFP)
Experience: 3+ Years
Interests: Sports, and reading
Personal Approach: I am a curious mind with a thirst for knowledge that extends into exploring investment products, studying startups, and uncovering the stories behind visionary founders. As a financial navigator, I embark on a quest to empower individuals by unraveling the mysteries of personal finance, charting a personalised course toward financial freedom, and bridging dreams and reality through meaningful engagement.
Job Titles:
- Senior Partner - Client Relations
Education: M.Com, MBA in Finance from JBIMS, CFP CM
Experience: 15+years in personal finance & educating people
Interests: Playing cricket, singing, social service and adventure sports
Personal Approach: I believe that financial planning is not just about numbers and investments; it's about understanding individual goals, aspirations, and dreams. My passion lies in establishing long-term relationships with my clients, accompanying them on their financial journey and providing personalised strategies tailored to their unique circumstances.
Job Titles:
- Member of the Experts Team
- Senior Partner - Client Relations
Job Titles:
- Partner - Client Relations
Job Titles:
- Senior Partner - Client Relations
Education: B.com, CFP CM
Experience: 30+ years in the financial markets
Interests: Reading, listening to music
Job Titles:
- Senior Partner - Client Relations
Education: MSc Physics Mumbai University, CFP CM
Experience: 20+ years in Family Mentoring , Education and Finance
Interests: Reading, delving into the mysteries of Life and the Universe
Personal Approach: I believe it is important to have a good understanding of our relationship with money, and be able to use it as a guidepost in selecting a financial product. Before suggesting a suitable financial path, I spend a lot of time ensuring that my client understands about habit formation, and identifies their most important life priorities.
Job Titles:
- Partner - Client Relations
Job Titles:
- COO
- Member of the Leadership Team
Nikhil brought strategic marketing and management insights for notable companies like Castrol, Tata-AIG, Birla Sun Life and Grindwell Norton across 18 years. In 2015, he took the plunge into entrepreneurship and partnered Ravi at Beyond Life. He specialises in customer insights and strategy, brand marketing, channel strategy, product management and people management.
Mechanical engineer-turned-MBA (Marketing), Nikhil honed his expertise in brand, customer management, clear articulation and team management skills over decades. He brings a well-rounded approach to growing the Beyond Life business portfolio.
Nikhil is an avid runner with half marathons under his belt. He likes to be in the company of non-fiction or Indian history books, or his favourite bands like Led Zeppelin, Dave Mathews Band, and Credence Clearwater Revival.
Job Titles:
- Partner - Client Relations
Education: B.com, CFP CM
Experience: 8+ years in Finance.
Interests: Travelling, exploring wildlife
Personal Approach: I believe that just like health check-ups, periodic financial check-ups help my clients feel confident, and stay focused towards their financial goals. I am passionate about educating people towards financial awareness, and creating a financial roadmap that helps them achieve their future goals and financial freedom.
Job Titles:
- Head - Mutual Fund Operations
Job Titles:
- Member of the Support Team
- Head - General Insurance Products
Education: B.Com, CFP CM
Experience: 2+ years in Personal Financial Management and Goal Planning.
Interests: Passionate about football and long-distance marathons.
Personal Approach: I am rooted in building strong, long-term relationships based on trust, open communication, and a deep understanding of each of my client's unique needs and aspirations.
Job Titles:
- CEO
- FOUNDER
- Member of the Leadership Team
- Member of the Management Team
- Registered Financial Consultant With the International Association of Registered Financial Consultants
Ravi has 20 years of experience in the financial and wealth management space, which he converts into wisdom and mentorship at Beyond Life. He is always happy to share his valuable insights with both, the team and clients.
Ravi is a Registered Financial Consultant with the International Association of Registered Financial Consultants (IARFC), and also holds the CFP CM certification. He is instrumental in introducing a multi-disciplinary approach to financial planning at Beyond Life.
When taking a break, Ravi likes to practise his poker skills at tournaments, or listen to some of his favourite musicians like Dire Straits, Pink Floyd, and U2. He is also very passionate about art. His collection includes artists like Ramkumar, Souza, Laxma Goud, Rana, Viraj Naik, Prabhakar Kolte and some old sculptures from the Indian dynasties.
Job Titles:
- Senior Partner - Client Relations
Education: MBA in Finance & Marketing (XLRI, Jamshedpur), CFP CM
Experience: 30 years in Banking, Equity Research and Personal Finance
Interests: Indian classical music, keeping up with tech trends
Personal Approach: I like to understand, educate and execute, and keep maintain a client-centric approach to my work.
Job Titles:
- Partner - Client Relations
Education: Bachelor in Business Administration (BBA), IE University, Bachelor of Laws LLB, IE University
Experience: 2+ years
Interests: Music, and travelling
Personal Approach: I believe long term wealth creation starts with inculcating a ‘habit' of saving. I like to make sure that educating our clients financially is at the very core of what I do. I find it a privilege to be a part of my clients' financial journey by helping them achieve their goals.
Job Titles:
- Head - Insurance Operations
Education: Graduate
Experience: 20+ years in Insurance industry
Interests: Cooking, and cricket
Personal Approach: I like to interact with clients and assist them in understanding insurance. This has helped me manage their expectations and guide them towards a steady path for achieving their financial goals.
Education: BMS
Experience: 3 years in Data Analytics.
Interests: Reading, yoga, and travelling.
Personal Approach: I am happy to be a part of a team that helps people achieve their financial goals. I enjoy offering solutions to problems, and learning more about the finance industry through my work.
Job Titles:
- Partner - Client Relations
Education: Bachelor in Accountancy and Finance,CFP CM
Experience: 8 years
Interests: Music, dance, travelling, making new friends, and cooking
Personal Approach: I like to create value by providing unbiased and honest financial advice, educating people, and providing tailored solutions for their financial ambitions. My area of expertise is in analysing my client's cash flows, preparing a suitable financial road map, and having regular review meeting to understand their changing dynamics and requirements.