About Founder and CEO

of Assets Under Management (AUM) in Mutual Funds & managed assets

Risk Management & Insurance Planning (FPSB) (Since 2009),

Retirement Planning & Employee Benefits (FPSB) (Since 2009),

NISM-Series-V-A: Certified Mutual Fund Distributor (Since 2002),

NISM-Series-XVII: Certified Retirement Advisor,

NISM -Series-XXI-A: Certified PMS Advisor (Portfolio Management Services) (Since 2021),

Post Graduation in Financial Management,

Specialist Retirement Planner

Financial Planning process

Asset Allocation

Goal Based Solutions

Tax Planning

Estate Planning (Wills & Trusts)

Financial Education

Coaching & Mentoring

Sales Training

Soft Skills Training

National Institute of Securities Markets (NISM),

Financial Planning Standards Board (FPSB, India),

NSE Academy Certification in Financial Markets,

Institute of Company Secretaries of India (ICSI),

Loyola College, Pondicherry University,

A M Jain College, Madras University,

Modern Senior Secondary School (CBSE),

Kendriya Vidyalaya DGQA (CBSE)

Speaking Assignments

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Contact Us

balakrishnan.s@sashwatham.in

services@sashwatham.in

Mobile +91 9444089895

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