Ramakrishna Sripathi

About Ramakrishna Sripathi

I have been working as a Financial Doctor for several families and Corporates for a decade now. The Comprehensive Financial Planning services analyses your financial health thoroughly and plans your investments goals through a road map for the future. It secures all financial needs like children’s education, children’s marriage, retirement, and re-structures loans and tax optimization. The steps taken are detailed out below- Financial prescription – Thorough analysis of your financial profile and risk appetite is done to chalk out short term and long term goals Seven facets of financial planning are applied according to your portfolio which include investment planning and wealth creation, insurance recommendation, liability management, retirement planning, expenses analysis, contingency planning and tax advisory. Thorough analysis of current cash flows and future projections are made based on the strategy recommended in the plan Goal Driven Investing - Help you set long term milestones including retirement, earmarking your current portfolio to each of the milestones according to priority, development of a comprehensive investment strategy to achieve the milestones Risk Management & Insurance Planning - Analyzing the current insurance situation on life and non-life front and recommending specific products if there is a need to increase cover.

Experience

1. Private Banker

   ICICI Bank

   Jun 2021 — Present · Chennai, IN

   At ICICI Bank Private Banking, we strive to be your trusted financial advisorICICI Bank Private Banking offers comprehensive investment solutions and services to high net worth individuals across India and international geographies. We emphasize on our high quality investment management services along with leading banking and group capabilities.Fulfilling your investment needs and aspirations is our constant endeavor. After extensive in-house research, we have handpicked our product offerings to help you achieve your goals. Our views on markets and asset classes are backed by incisive insights by a team of experts. These house views, along with rigorous due diligence, help our team of specialists to suggest a range of products across asset classes. As your financial goals are unique, we create a tailor-made investment strategy for you. This is done based on a thorough understanding of your financial needs and keeping your investment attitude in mind. We have the expertise to assist you in organizing your assets and transfer of ownership to heirs through Trust Services and Succession Planning. Our Family Office proposition aims to strengthen the governance structure in family owned businesses. Thus, our emphasis is on a holistic approach towards your financial and business goals. Our strategic collaboration with global product providers enables us to construct unique solutions for you. It allows us to complement our core competencies with world class, third party capabilities to deliver solutions to your specific needs.

Education

• DB Jain College

  Bcom

  1996 — 1999