Director - Strategy and Finance @ (June 2021 - March 2025)
Independent Director @ (August 2020 - March 2025)
CFO @ (September 2020 - May 2023)
Srivathsala K Education
Certified Financial Planner
(Financial Planning)
2013-2013
The Institute of Chartered Accountants of India
CA (Inter) (Accounting,Auditing,Taxation)
2001-2002
Bangalore University
Master's Degree (Business/Commerce, General)
Srivathsala K Skills
Investments
Retirement Planning
Financial Advisory
Financial Planning
Finance
Estate Planning
Investment Advisory
Strategic Financial Planning
Portfolio Management
Risk Management
Wealth Management
Equities
Team Management
Financial Services
Management
Equity Research
Personal Finance
Financial Modeling
Financial Analysis
Retirement
Srivathsala K Summary
Srivathsala K, based in Bengaluru, KA, IN, is currently a Founder | CEO at WinTrans Consultancy Pvt. Ltd.. Srivathsala K brings experience from previous roles at Fintrans Investment Advisors Private Limited, STEAG Energy Services (India) Pvt. Ltd, Sobha Ltd. and Bluspring Enterprises. Srivathsala K holds a 2013 - 2013 Certified Financial Planner. With a robust skill set that includes Investments, Retirement Planning, Financial Advisory, Financial Planning, Finance and more. Srivathsala K has 4 emails on RocketReach.
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