I’m a dynamic professional with more than 14 years of experience in the areas of product development, sales, training, business development, portfolio management and team management.
After finishing a bachelor’s degree in engineering from Barkatullah University, Bhopal, I did an MBA from International Management Institute, New Delhi. I later shifted to finance and am a Charter Holder from CFA Institute USA. I am also Certified Financial Planner from FPSB India.
Currently, I am Chief Executive Officer of 3i Finserv LLP, a state of the art wealth management firm dealing in listed as well unlisted space and am also guest faculty at several institutes like NABARD. I also speak regularly at key financial events.
I was previously associated with Axis and UTI AMC in sales, product management and training.
If you treat investing in equities as partnership in good businesses then you will generate wealth.- Nipunn Madan, CFA
If you treat it as a casino then you are bound to get similar result that you get while playing in casino.
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Goal Planning can not be a solution to all type of Investors...
Thinking has a compounding impact, It's up to us to choose positivity or negativity.- Nipunn Madan, CFA
February 2018 onwards
Nov 2009 – January 2018
May 2004 – Nov 2009
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