‘While most of us put in our best efforts towards making money, not many of us know how to make our earnings flourish and fuel our dreams. Financial know-how and intelligent planning is all it takes to transform small savings into big funds.’
Mrin has more than 20 years of experience in wealth management and has worked with Citibank, Deutsche Bank and Birla Sunlife. She has extensive experience in investment advisory and banking, debt and stock markets. Mrin was an Independent Investment Advisor, managing a multi-family office for exceptionally high net worth clients, prior to starting Finsafe, a finance education organization focused on equipping Indians with strategies to handle their money based on goals, growth and safety. Finsafe’s mission is to transform 1 million Indians into intelligent investors by 2025.
Mrin is also the co-founder of Womantra, a financial awareness program for women, professionals or otherwise. Mrin has won the CNBC Grand Jury Prize for work done towards financial education and inclusion in the CNBC financial advisor awards 2015 & 2017. More than 20,000 people have been trained on managing their money better through all the financial education programs including a life skilling program for students.
Mrin has been interviewed by CNBC, ET Now, Radio One and Hubbis and regularly contributes articles to print (including a monthly column in Mint) and online media. Mrin has been a judge on the Zee Business show “Hunt for India’s smart investor 2015” an “sensex ka sultan”. Mrin has also been the treasurer at FICCI-FLO, Bangalore chapter and is a Sheroes Mentor.
Mrin’s relentless passion for financial education is aimed at addressing India’s financial literacy gap and transforming the economy through empowering people to make informed choices
Rima has been a private banker for over 20 years with rich experience in wealth management and financial advisory. She has worked with Citibank, Standard Chartered Bank, HSBC and Yes Bank.
Rima has cross functional experience in wealth management, investment advisory, portfolio construction, across various market cycles. In addition, she has a deep understanding on behavioral patterns of individuals while they manage their personal wealth.
She co-founded Womantra, a financial awareness program aimed at educating and empowering women on matters of personal finance. Expanded to create Fintelligence which is a gender-neutral program of Womantra.
Rima believes that it is extremely important that every person is made financially aware since neither our educational systems nor our informal learning environment gives individuals an opportunity to learn about managing their personal wealth, financial planning, retirement planning a few to mention which our very important aspect of one life.
Anusha has over a decade of experience in Banking and Mutual Funds sector. She has exceled at various functions like managing operations, customer service and spear-headed sales support and marketing in HDFC Asset Management and e-Serve International Ltd., a subsidiary of Citibank. Her key strength is in customising investment solutions and closing the gap between strategy and execution.