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Management

CEO

Suresh Parthasarathy Founder, Registered Investment Advsior (SEBI) and Chief Financial Planner has more than 23 years of experience in the financial industry. Having worked at various levels helped him understand the needs of individuals in personal finance. He is instrumental in helping individuals setting his sights on making individuals wealthy.

To his credit has written more than 800 articles in THE HINDU BUSINESS LINE in various domain such mutual fund, insurance, home loan, debt restructuring, financial planning, investment planning besides personal taxation and annuities.

Being a certified financial planner, he was instrumental in forming an association for his peers and founder- president of Tamil Nadu Financial Planners Association and heading the same for the past five years. Recently he was elected as president of Independent Financial Professional Association.

With an aim to spread the financial literacy among the individuals,he addresses various forum and he his regular personal finance expert commentator in Puthiya Thalaimurai – Tamil Television.


Advisor
Mr.Srinivasan V ,Founder CFO-Bridge, A Chartered Accountant with over 23 years of experience in finance & accounts with leading companies of which the last 10 years as CFO

Work experience starting from the last:

  • CFO of Bharti AXA Life Insurance - Sep 2007 to August 2012
  • Sr. VP with ICICI Prudential Life Insurance - Dec 2005 to Sep 2007
  • CFO of AMP Sanmar Life Insurance - Feb 2002 to Dec 2005
  • General Manager Finance of Cairn Energy - Feb 1996 to Feb 2002
  • Accountant 1990 to Feb 1996

Areas of expertise:

  • In depth understanding of profitability and growth drivers
  • Financial planning, analysis of data including trend analysis
  • Experienced in selection and application of strategy including 'modeling' of the business (Strategic Planning) for testing 'what if' scenarios - (Sensitivity Analysis).
  • Implementing IT Systems - changeover from one to other
  • Implementation of Finance transformation projects - Review of People-Process-Systems , compare with best-in-class and implement identified measures
  • Interfacing with regulators, government authorities, industry bodies - Represented in almost every committee of IRDA or MoF on insurance finance
  • Training and Development of Finance Talent
  • Process Review - identify "leakages", identify improvements etc.