Suresh AExecutive Director
Suresh A is an ‘Estate Planner’ by profession and by qualification is a ‘Chartered Trust & Estate Planner’ and ‘Certified Financial Planner’. He is adept in the matters connected with inheritance, Succession Laws, and Business Succession Plans.
He is one of the promoters and Executive Director of “PropSeva” and comes on board with over 30 years of experience of which the last 20 years is in the financial services sector. He is passionate about reaching the public and creating awareness on the significance of “Estate Planning” to protect the family members’ future financial security. He has conducted seminars in various Corporates, Financial Institutions, Social Clubs, Educational Institutions, the National Institute of Mental Health and Neurosciences, and professional bodies like the Institute of Chartered Accountants of India and the Council of Financial Planners.
He got hands-on exposure to various personal finance facets such as Investments, Insurance, Tax Planning, Real Estate, and Estate & Succession Planning.
He has assisted in the execution of a suitable “Estate Plan” for more than 300 Indian families, from India and abroad, over the last 5 years and his exposure to various complex situations with different families has enriched his skills in offering suitable advice in the inheritance of one’s wealth.
- CERTIFIED FINANCIAL PLANNER – Financial Planning Standards Board
- Chartered Trust & Estate Planner – American Academy of Financial Management
- Certificate in Trust & Estate Advisory – Association of International Wealth Management of India