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Financial Advisor : Investment / Portfolio Management, Asset Allocation, Individuals / Family Office / Institutions ||Entrepreneur||.| CEO | | Co-Founder | *MoneyVisoR*
| CEO | Co-Founder · MoneyVisoR Wealth Management
Sovin Poonacha — | CEO | Co-Founder · MoneyVisoR Wealth Management · Bengaluru, Karnataka, India.
Direct contact
No direct contact on file for Sovin yet.
About
You may wonder what a MoneyVisoR does. In general, we professionals help you make decisions about what you should do with your money, which may include investments or other courses of action.
Experience
| CEO | Co-FounderCurrent
MoneyVisoR Wealth Management · India
Mar 2020 – Present
You may wonder what a MoneyVisoR does. In general, we professionals help you make decisions about what you should do with your money, which may include investments or other courses of action.
Member of the Board of studies (BoS)
IFIM Institutions · Bengaluru, Karnataka, India
Nov 2021 – Jun 2025
Education
- Dayananda Sagar Institutions — Master of Business Administration - MBA, Marketing and Systems
- IFIM Institutions — Bachelor's degree, Computer Software and Media Applications
Skills
ManagementFinancial AdvisoryFinancial ServicesPortfolio ManagementAsset AllocationMutual FundsMarket ResearchMicrosoft WordCustomer Service
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