Suresh AExecutive Director
Suresh A comes on board with over 28 years of experience of which 15 years in financial services sector in counseling, training and content development with focus on addressing the needs of the client. Got hands on exposure on multitasking and cross functional assignments such Investments, Insurance, Tax Planning, Real Estate and Estate & Succession Planning. Suresh is a qualified ‘Chartered Trust and Estate PlannerTM and ‘CERTIFIED FINANCIAL PLANNERCM. He leads the ‘Estate Planning’ team engaged in counseling the clients and guide them in having the effective Succession Plan to safeguard the future of family members.