Narayan Ambulgekar
Chief Wealth Strategist at Wealthy Monk Finserv specializing in Personal Finance
- Role
- Chief Wealth Strategist at Wealthy Monk Finserv
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Narayan Ambulgekar
With over eight years steering Wealthy Monk, my journey has been driven by a passion for crafting tailored financial strategies that resonate with the needs of diverse clients. At the heart of our success lies a profound understanding of behavioral finance, which informs the personalized financial planning solutions we offer to individuals and corporates alike.In my parallel role at Fintegriti Capital, I\'ve honed my expertise in wealth management advisory, focusing on retirement planning and personal finance. This has enabled our team to consistently meet investor expectations with innovative solutions. Our mission is to empower clients to achieve financial wellbeing through a goal-based investment approach and the art of prudent decision-making.
Experience
Chief Wealth Strategist
Jan 2018 — Present · Bengaluru, IN
Education
Jawahar Navodaya Vidyalaya - JNV
HSC, Commerce
1999 — 2006
Savitribai Phule Pune University
Master's degree, Economics
Sinhgad Institute Of Management
Master of Business Administration (MBA), Finance and Financial Management Services
2009 — 2011
Skills
- Microsoft Word
- Customer Service
- Microsoft Office
- Sales
- Microsoft Excel
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