Suganthi Suresh

Currently managing over 50+Cr AUM across 60+ clients, providing comprehensive financial advisory services to help clients achieve long-term goals. Independently consult with clients to develop customized investment strategies, leveraging in-depth research and market data. Coordinate with internal teams and external vendors to fulfill client needs, including insurance purchases and loan solutions. Specialize in asset allocation and investment model development, regularly evaluating portfolio performance. Maintain a strong client base for financial planning customers, achieving consistent business growth. Conducted workshops and webinars for more than 3000 attendees across 30 corporate companies