About Me
Hi. I am Ratnasri, your financial advisor.
About Me
Hi. I am Ratnasri, your financial advisor.
Hello! I’m Ratnasri
Chartered Financial Analyst from (ICFAI, SEBI Registered Investment Advisor (RIA code INA200009582) & Certified Financial Transitionist®️ (CeFT®️)
I am passionate about empowering women to take ownership of their financial lives. Through my financial transformation sessions called “Healthy, Wealthy, and Money Wise”, I bring about behavioural transformation in individuals.
My education sessions and one-on-one consultation sessions educate you about various investment products and also helps you understand your money related behaviour. I provide you various tools to bring about positive change in that behaviour.
Hello! I’m Ratnasri
Chartered Financial Analyst from (ICFAI, SEBI Registered Investment Advisor (RIA code INA200009582) & Certified Financial Transitionist (CeFT)
I am passionate about empowering women to take ownership of their financial lives. Through my financial transformation sessions called “Healthy, Wealthy, and Money Wise”, I bring about behavioural transformation in individuals.
My education sessions and one-on-one consultation sessions educate you about various investment products and also helps you understand your money related behaviour. I provide you various tools to bring about positive change in that behaviour.
My Experience
- Over 15 years of managing money
- Multiple clients, and multiple assets
- Building diversified portfolio
My Education
- Chartered Financial Analyst (ICFAI)
- SEBI Registered Investment Advisor(RIA Code: INA200009582)