Satish Diwan - Certified Financial Planner (CFP) Advisor in Lake Town, Kolkata

Satish Diwan - Certified Financial Planner (CFP) Distributors

Member since Jul 25, 2022

7982142765

satish.diwan@finseccapitals.com

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About Me

I am a Certified Financial Planner with more than 14 years of experience in Equity broking and Wealth Management services and helping clients manage their current money needs and reach their long-term financial goals. I have also worked with the Canadian Imperial Bank of Commerce (CIBC) and hold Canadian Securities Certifications.

About Work Experience

Started my career with Reliance Securities handling Third Party distributions such as Equity, derivatives, mutual funds, bonds, PMS and structured products. Handled distributors and sub-brokers. Then was employed with Nirmal Bang securities handling Equity, commodities and derivatives portfolios of HNI's with a Team of 5 -6 members. Worked with ICICI Securities in the Premier Wealth division again handling more than 80 cr. of Aum and HNI's portfolios. Moved to Canada Toronto and was employed with the Canadian Imperial Bank of Commerce (CIBC) for more than 3 years.

Experience & Qualification

Qualification