Amit Kishore Chirimar

Partner at Emkay Wealth Management

Role
Partner at Emkay Wealth Management
Location
Chennai, IN
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Amit Kishore Chirimar

Current Job- Vice President at Motilal Oswal Private Wealth Limited Since - 1st October 2021 Last Job- Assistant Vice President at Motilal Oswal Private Wealth Management Since - 11th SEP 2017 till 30th September 2021 Earlier Job- Senior Financial Advisor at Icici Securities Private Wealth Management - 2yrs & 10 months Since - 3rd Nov 2014 till 8th Sep 2017 Professional Experience- Director of Moneyplant Financial Planning And Accounting Services Pvt Ltd - 5 yrs From - October 2009 till October 2014 HSBC Bank Ltd- 1 yr & 2 Months ABN AMRO Bank - 4 yrs Pelican Ventures Consultancy Pvt. Ltd- 2 yrs & 8 Months Goals- Facilitate Clients in achieving their financial goals. To be a successful enterpreneur and own a \'One Stop Food Joint\'. Qualifications: Chartered Trust And Estate Planner - Year 2014 Certified Financial Planner - Year 2009 Chartered Financial Analyst - Level 1 - Year 2001 B Com (Honors)- Year Expertise & Services Offered- Comprehensive Financial Planning, Goal Based Planning (Like - Investment Planning, Risk Management, Retirement Planning). Estate Assessment & Net Worth Analysis, WILL Writing, Family Wealth–Preservation & Distribution, Transfer of Assets during lifetime using planned Gifts, Family Settlements, Trust Creation & Management, Private • Charitable, • Deity, Business Succession Planning, • Business Valuation, • Buy / Sell Agreement, Power of Attorney / HUF.

Experience

  1. Partner

    Emkay Wealth Management

    Nov 2022 — Present · IN

    Managing HNI, UHNI and Corporate with regards to their Investments and other Financial needs such as Investment Banking, Merchant Banking, Debt Syndication, Listing and Estate Planning.

Education

  • International College of Financial Planning

    CFP, Investments, Risk Management, Tax & Estate Planning

    2002 — 2009

  • American Academy of Financial Management, India

    Chartered Trust & Estate Planner, Estate Planning

    2013 — 2014

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Amit Kishore Chirimar — Partner at Emkay Wealth Management in Chennai, IN | Unifers