UCCI in association with Capital Quotient, a Bangaluru based financial management advisory firm, is organising a workshop on ‘Personal Finance” for business owners. This workshop is aimed at giving entrepreneurs and business owners an understanding of modern investment methods and wealth management for securing the future of the businesses as well as the family.
ABOUT SOUSTHAV CHAKRABARTY
A banking and wealth management professional with 15 years of experience, Sousthav has worked with MetLife, HDFC, Citibank and many other renowned domestic and foreign banks. Sousthav was the Head of Relationship Banking at HDFC Bank (Bangalore) spearheading a team of imperia and preferred relationship managers.
A current member of the Advisory Board of TLR Excellence Consultants, Sousthav is a Marketing & Finance Post Graduate from ITM Business School, Bangalore, and has an MBA from New Hampshire College.
Sousthav is also a technology and finance enthusiast and has been part of many start-ups in the fin-tech space before starting Capital Quotient. Hailing from the City of Joy – Kolkata now settled in Bangalore for over 17 year is also an avid reader of science fiction novels and an animal lover.
ABOUT CAPITAL QUOTIENT
CapitalQuotient Investment Advisors started operations in 2017. From the beginning we have maintained a strictly NON-SALES approach towards wealth management, steering clear of any distribution based model. Our model since then has always been offering unbiased advice without any fees or commissions for any of the investment products we have recommended to our clients. SEBI’s Investment Advisor regulations, 2013 ushered in a new era which ended all previous conflicts of interest between investment advice and distribution. CapitalQuotient Investment Advisors is a SEBI registered Investment Advisor under the Investment Advisor Regulations, 2013. Founded by professionals with combined experience of more than 35 years of investment advisory, banking and technology experience, the team is backed by advisors having in excess of 70 years of collective experience. The team also comprises equity analysts, certified financial planners, and registered investment advisors.