Let's create financial content that speaks your audience's language - because I've spent 2 decades listening to them.
With 20+ years as a private banker in India's dynamic wealth management and financial services space, I specialize in creating financial content that reflects real-life investors needs. I've worked closely with mass affluent and HNI clients across mutual funds, unlisted shares, AIFs, PMS (Portfolio Management Services), Insurance, Non Convertible Debentures (NCDs), Private, Public & Government Bonds, retirement planning, risk profiling and financial goal-setting, giving me unique insights that go beyond theory.
Now, I turn that experience into blogs and articles that inform, engage, and build trust.
Whether you've looking to educate clients, simplify investment topics, or create authority in the financial space as an independent financial advisor or mutual fund distributor, I can help you craft content that resonates.More...
Janice Metcalf
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Janice Metcalf is the Director and Senior Manager at InnovateTech Solutions, where she spearheads strategic initiatives that drive technological advancement and operational excellence. With over 15 years of experience in the tech industry, Janice has a proven track record of leading cross-functional teams to deliver innovative solutions that enhance business performance. Her leadership in the recent AI integration project resulted in a 30% increase in efficiency across the company's global operations. Janice holds an MBA from Stanford University and is passionate about fostering a culture of continuous learning and innovation.More...
Preetha Malviya
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Sukain Dsouza
General Manager@Wealthbridge Consulting FZCO
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Sukain Dsouza is a seasoned professional currently serving as the General Manager at Wealthbridge Consulting FZCO. With over a decade of experience in the financial and banking sector, Sukain has developed a strong reputation for her knowledge in banking and financial management skills. Prior to joining Wealthbridge, she held key roles at several notable firms, honing her leadership abilities and gaining a deep understanding of financial markets. Sukain is known for her ability to streamline business operations, improve processes, and increase profitability. Her expertise in financial planning, risk management, and business development has been instrumental in driving Wealthbridge Consulting FZCO.More...