Santhosh J
Certified Financial Planner | Manager - FundsIndia
- Role
- Manager at FundsIndia
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Santhosh J
Certified Financial Planner with 5+ years of experience providing customized financial solutions to clients. Skilled in financial analysis, portfolio management, and risk assessment. Strong communicator able to explain complex financial concepts to clients in a clear and understandable manner. Committed to ongoing education to stay current on industry trends and regulations. Seeking to leverage my experience and expertise to help clients achieve their financial goals.
Experience
Manager
Apr 2025 — Present
Double promotion again in recognition of performance and leadership. Now taking on expanded responsibilities with a team managing Ultra HNIs money.
Education
Ramakrishna Mission Vivekananda College (Autonomous)
Bachelor of Commerce - BCom, Business/Commerce, General
2016 — 2019
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