More than 20 years experience in investment research & consulting, including setting up research platforms. Last corporate role at Mercer setting up and running wealth management division and advising India's pension system. Set up a publishing business in India. Now launching financial content business. Qualifications include graduate diploma, CFA charter and a Wharton certificate in private wealth.
How did you get to become an expert in your key topics?
I worked 9 years at van Eyk Research, the most influential research house in Australia, then another 9 years at Mercer, setting up their wealth management business which provides research and consulting to the wealth management industry. Then I set up a specialist publishing business for the wealth management industry. I started blogging on investor education on LinkedIn in 2015 as it was an interest since 1999 (when van Eyk set up an investor education business). I earned TopVoice and PowerProfile titles on LinkedIn.
What sub-topics are you most passionate about?
Wealth management – research/investment process, behavioral finance-based communication.
Investor education – behavioral finance.
Funds research – why it needs to be more widely available.
Who influences you within these topics?
What do you think the future holds in this space?
Much simpler communication that tells retail investors that investing is simple but not easy (what I am trying to do at The Money Hans) Decentralised mutual funds research (what I am trying to do at Money Management India).
If a brand wanted to work with you, which activities would you be most interested in collaborating on?
What are your passions outside of work?
What would be the best way for a brand to contact you?
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