Vinay Shivaraju

Financial Advisor | Personal Finance Guide

Role
Financial Planner at Northstar
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Vinay Shivaraju

Hi, I\'m Vinay, a Strategic Personal Financial Advisor offering 10 years of comprehensive…

Experience

  1. Financial Planner

    Northstar

    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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Vinay Shivaraju — Financial Planner at Northstar in Bengaluru, KA, IN | Unifers