Amit Kishore Chirimar
Partner at Emkay Wealth Management
- Role
- Partner at Emkay Wealth Management
- Location
- Chennai, IN
- LinkedIn followers
- 500 followers
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
Partner
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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