Naveen Fernandes

Professor at St. Joseph's University
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
IN
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

LinkedIn User

Naveen, I believe is synonymous with Initiative, Positive Attitude, Coach and Guide. I would say Naveen has been one of the most positive people that i have met in my professional life. Regards, Bhushan

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Investment Advisor
    National Institute of Securities Markets (NISM)
    Oct, 2021
    - Oct, 2024
  • Derivates
    National Institute of Securities Markets (NISM)
    Apr, 2021
    - Oct, 2024
  • Financial Education
    National Institute of Securities Markets (NISM)
    Apr, 2021
    - Oct, 2024
  • Mutual Funds
    National Institute of Securities Markets (NISM)
    Apr, 2021
    - Oct, 2024
  • Certified Financial Planner (CFP)
    FPSB India
    Apr, 2008
    - Oct, 2024

Experience

  • St. Joseph's University
    • India
    • Higher Education
    • 200 - 300 Employee
    • Professor
      • Jun 2019 - Present

      Faculty (PG) for International Finance, Working Capital Management Faculty (PG) for International Finance, Working Capital Management

  • Christ University, Bangalore
    • India
    • Higher Education
    • 700 & Above Employee
    • Adjunct Faculty
      • Jun 2017 - Present

      Adjunct faculty (UG & PG) - Finance Programs Subjects: International Finance, Mergers & Acquisitions, Derivatives, Banking & Insurance Adjunct faculty (UG & PG) - Finance Programs Subjects: International Finance, Mergers & Acquisitions, Derivatives, Banking & Insurance

  • Samvitti Wealth Pvt. Ltd.
    • Bengaluru, Karnataka
    • Consultant
      • Mar 2020 - Mar 2022

      Financial Planning, education and investment advisory services Financial Planning, education and investment advisory services

  • Right Horizons Financial Services Pvt Ltd
    • Bengaluru Area, India
    • Certified Financial Planner. Vice President
      • Nov 2015 - Mar 2017

      Teaching Business Studies and Capital Markets.Financial planning based investment advisory Teaching Business Studies and Capital Markets.Financial planning based investment advisory

  • Indiabulls Housing Finance Ltd
    • Financial Services
    • 700 & Above Employee
    • Vice President - South
      • Aug 2014 - Sep 2015

      Serving Investors and Advisors for Indiabulls Mutual Fund. Expect comfort. Serving Investors and Advisors for Indiabulls Mutual Fund. Expect comfort.

  • Centrum India
    • India
    • Financial Services
    • 300 - 400 Employee
    • Vice President - Fund Management
      • Sep 2011 - Mar 2014

      Managing wealth and providing quality investment advise accross asset classes and geographies Managing wealth and providing quality investment advise accross asset classes and geographies

  • KRChoksey Shares & Securities Pvt. Ltd
    • Head, Institutional Business
      • May 2010 - Sep 2011

      KRChoksey is a 3 decade old Stockbroking Company with strong research capabilities and excellent reputation for ethical business practices. I look forward to serving your Institution in your Stock trading! KRChoksey is a 3 decade old Stockbroking Company with strong research capabilities and excellent reputation for ethical business practices. I look forward to serving your Institution in your Stock trading!

  • Orbis Financial Corporation Limited
    • India
    • Financial Services
    • 100 - 200 Employee
    • Vice President, Sales
      • Nov 2007 - May 2010

      Custodial & Prime Brokerage services in india and to NRIs Custodial & Prime Brokerage services in india and to NRIs

  • ENAM
    • Investment Banking
    • 200 - 300 Employee
    • Head Branches & Franchisees
      • Apr 2006 - Oct 2007

  • JM Financial Ltd
    • India
    • Financial Services
    • 700 & Above Employee
    • Regional Sales Manager
      • May 2001 - Sep 2004

Education

  • Karnataka State Open University
    Master of Arts - MA, Economics
  • GITAM University
    Master of Arts - MA, English
    2018 - 2020
  • Global Open University
    Master's degree, Economics
    2013 - 2014
  • National Institute of Securities Markets
    NISM Module 7 - Securities Markets, Securities, Operations and Risk Management
    2013 - 2013
  • Financial Planning Standards Board of India
    CFP, Investment, Insurance, Tax & Retirement Planning
    2007 - 2008
  • NSE's Certification in Financial Markets
    NCFM, Mutual Funds, Derivatives, Capital Markets
    2007 - 2008
  • St Aloysius College
    B Com, Economics, Finance
    1981 - 1984

Community

You need to have a working account to view this content. Click here to join now