Niraj S Kakkad
Vice President at INVESTASCENT WEALTH ADVISORS PRIVATE LIMITED- Claim this Profile
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Bio
CA Naveena M A
We had approached Mr.Niraj from Invest Ascent to help us subscribe for REC Bonds for our client, who is abroad. He was very professional. He educated us well about the product and also showed utmost patience and professionalism with the client though we had to face a lot of glitches during the process as the investor was outside the country and communication used to be a major issue . I really want to appreciate Mr.Niraj for all the efforts he put in this job to complete the work before the given deadline. THANKS to Mr.Niraj and his team for the best service provided . I would like to recommend Mr.Niraj and his team for anyone looking for Investment Advisory.
Badarisha M N
Niraj S is a brilliant human being helped in resolving many of practical financial challenges. His leadership and work ethics are impeccable.
CA Naveena M A
We had approached Mr.Niraj from Invest Ascent to help us subscribe for REC Bonds for our client, who is abroad. He was very professional. He educated us well about the product and also showed utmost patience and professionalism with the client though we had to face a lot of glitches during the process as the investor was outside the country and communication used to be a major issue . I really want to appreciate Mr.Niraj for all the efforts he put in this job to complete the work before the given deadline. THANKS to Mr.Niraj and his team for the best service provided . I would like to recommend Mr.Niraj and his team for anyone looking for Investment Advisory.
Badarisha M N
Niraj S is a brilliant human being helped in resolving many of practical financial challenges. His leadership and work ethics are impeccable.
CA Naveena M A
We had approached Mr.Niraj from Invest Ascent to help us subscribe for REC Bonds for our client, who is abroad. He was very professional. He educated us well about the product and also showed utmost patience and professionalism with the client though we had to face a lot of glitches during the process as the investor was outside the country and communication used to be a major issue . I really want to appreciate Mr.Niraj for all the efforts he put in this job to complete the work before the given deadline. THANKS to Mr.Niraj and his team for the best service provided . I would like to recommend Mr.Niraj and his team for anyone looking for Investment Advisory.
Badarisha M N
Niraj S is a brilliant human being helped in resolving many of practical financial challenges. His leadership and work ethics are impeccable.
CA Naveena M A
We had approached Mr.Niraj from Invest Ascent to help us subscribe for REC Bonds for our client, who is abroad. He was very professional. He educated us well about the product and also showed utmost patience and professionalism with the client though we had to face a lot of glitches during the process as the investor was outside the country and communication used to be a major issue . I really want to appreciate Mr.Niraj for all the efforts he put in this job to complete the work before the given deadline. THANKS to Mr.Niraj and his team for the best service provided . I would like to recommend Mr.Niraj and his team for anyone looking for Investment Advisory.
Badarisha M N
Niraj S is a brilliant human being helped in resolving many of practical financial challenges. His leadership and work ethics are impeccable.
Experience
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INVESTASCENT WEALTH ADVISORS PRIVATE LIMITED
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India
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Financial Services
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1 - 100 Employee
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Vice President
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Jun 2022 - Present
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Assistant Vice President
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Apr 2021 - Jun 2022
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Investascent
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Bangalore
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Associate Vice President - Wealth
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Mar 2011 - Apr 2021
Manage financial portfolios of clients - advisory on financial planning facilitate investments in equities, MF, insurance, FD, debt syndication, private equity funding. Manage financial portfolios of clients - advisory on financial planning facilitate investments in equities, MF, insurance, FD, debt syndication, private equity funding.
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Profile: Manager
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Oct 2008 - Mar 2011
Managed Loan against Shares and Loan against Mutual Funds business for Karnataka and Goa. Key responsibilities include channel management and development, i.e. empanelment of referral agents and DSAs for sourcing LAS and LAM products, also providing call closure support to HSBC Bank branches and HSBC Invest Direct branches. Previous assignment Insurance Key responsibilities include team building, call closure support for HNI clients, sales planning, MIS management and analytics co ordination with branches across Karnataka and Goa. Co ordinate trainings to team for cross sell of equities and mutual funds business. Show less
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citifinancial
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Financial Services
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200 - 300 Employee
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Branch Manager
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Sep 2005 - Sep 2008
Key activities include Branch portfolio management, credit underwriting and analysis, administrative activities and channel management (DSA and DST team), supervising branch controls on sales and operations quality. Data analysis with respect to productivity, approvals, delinquency etc. Highlights: Awarded the Best debut in Sept 05 Promotion from CRM to Branch Manager in 1 yr 7 mths. Awarded the Best Branch Manager for Quarter IV for the year 2007-08. For highest Insurance Business in Bangalore Show less
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Management trainee
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Nov 2004 - Aug 2005
Headed the marketing initiative for Magnasoft, key activities included, strategic brand management, website management, conceptualization and development of marketing merchandise, Highlights: • Purchase to launch of company’s corporate website • Development of corporate presentation, flyers and brochures Headed the marketing initiative for Magnasoft, key activities included, strategic brand management, website management, conceptualization and development of marketing merchandise, Highlights: • Purchase to launch of company’s corporate website • Development of corporate presentation, flyers and brochures
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Education
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2002 - 2004
MP Birla Institute of Management, Bangalore
Masters Degree, Business Administration, (Marketing and Finance) -
1999 - 2002
SIES College
Bachelor's degree; Arts, Commerce; Science and Commerce -
1987 - 1992
The Rajkumar College - India
junior and medium school
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