Sailesh Kumar Mulleti
Head of Investor Services | Finance Doctor | AMFI Registered Mutual Fund Distributor
- Role
- Head of Investor Services at Finance Doctor
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Sailesh Kumar Mulleti
18+ Years of Experience: AMFI Registered Mutual Fund Distributor (MFD). Helping…
Experience
Head of Investor Services
Apr 2007 — Present · Hyderabad, IN
18+ Years of Experience: AMFI Registered Mutual Fund Distributor (MFD). Helping clients with selection of appropriate products based on their risk profiles, investment needs and objectives. Some of these objectives could include children’s education, Home Purchases, Financial Freedom, Happy Retirement with lifelong financial security and consistent comfortable lifestyle. Quarterly product appropriateness reviews with continual monitoring of the customer’s portfolios. Clients include executives and entrepreneurs from top-tier firms including Deloitte, Microsoft, Google, Amazon, and many more. Passionate about helping clients lead much better lives with comfort and financial securityReady to achieve your financial objectives? Let’s initiate a discussion for channelizing your savings in the most appropriate products. Connect me on DM!
Education
P.G.College of Arts and Sciences
Bachelor of Science (B.Sc.)
1998 — 2001
Triveni Junior College
M.P.C
1996 — 1998
Tagores Home New Era Institute of Secondary School
S.S.C
1990 — 1996
Skills
- Customer Service
- Investment Strategies
- Investments
- Portfolio Management
- Financial Services
- Wealth Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Planning
- Retirement Planning
- Strategy
- Investment Management
- Investment Advisory
- Strategic Financial Planning
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