Shankar K
Retired at 45 | SEBI Registered Investment Advisor (RIA NO: INA17505) | Fixed Fee only investment and retirement planner | Ex-Edelweiss Analyst | 22+ Yrs of Insight
- Role
- Registered Investment Advisor at Securities And Exchange Board Of India Sebi
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Shankar K
I spent years behind research reports, building models, tracking markets, and writing…
Experience
Registered Investment Advisor
Securities And Exchange Board Of India Sebi
Dec 2022 — Present
Offer personalized investment and retirement planning aligned with clients’ financial goals and risk comfortHelp professionals build structured, long-term strategies using a research-backed, product-neutral approachConduct deep portfolio reviews and provide clarity on asset allocation, diversification, and cost-efficiencyEnsure full SEBI compliance while maintaining transparency and integrity in all advisory relationshipsWork one-on-one with clients to simplify financial decisions through ongoing guidance and education
Skills
- Equity Research
- Financial Analysis
- Investor Relations
- Equities
- Business Analysis
- Capital Markets
- Credit Analysis
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