Vinay Shivaraju
Financial Advisor | Personal Finance Guide
- Role
- Financial Planner at Northstar
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Vinay Shivaraju
Hi, I\'m Vinay, a Strategic Personal Financial Advisor offering 10 years of comprehensive…
Experience
Financial Planner
Jul 2023 — Present · IN
Provided financial planning, investment advice, and tax planning services to employees of USA based MNCs.• Helped employees optimize their total compensation and make informed financial decisions.• Collaborated with clients to simplify financial concepts and strategies for better understanding.
Skills
- Customer Service
- Research
- Powerpoint
- Microsoft Excel
- Financial Analysis
- Insurance Planning
- Microsoft Office
- Management
- Leadership
- Project Management
- Public Speaking
- Investments
- Microsoft Word
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