POWER OF A TEAM – OUR WORK FORCE
We have a team of professional with more than 15 years of exceptional experience in the finance industry, possessing proven track record and mastery in providing complete solutions in money management. We have always gone extra miles to provide the best of the returns for the hard-earned money of our clients.
Sreeraj C U has total work experience of 17 years, large part of which has been in the Asset Management, Insurance and Forex industry across Sales and Advisory verticals. Prior to setting up Doctor Wealth, he was working with Aditya Birla AMC for over a decade. He has also worked with Canara Robeco Asset Management Company Ltd, Reliance AMC, Alahalia Foreign Exchange (UAE) & Bajaj Allianz LIC in past. He holds a Master’s degree in MBA (Finance) and he was awarded various financial professional certificate of NISM 10A, 10B by National Institute of Stock Market in India & Certified Financial Planner (Investment Planning Specialist, Tax Planning Specialist & Retirement Planning Specialist) by Financial Planning Standard Board, USA.
Sreeraj C U
Director & Co-Founder
V Ram Mohan brings over 14 years of extensive experience, primarily in the Asset Management and Insurance sectors, with a focus on Sales and Advisory roles. Prior to setting up Doctor Wealth, he worked with Aditya Birla Asset Management Company Pvt Ltd for more than a decade. Additionally, he has held positions at ICICI Prudential Life Insurance Company and Ageas Federal Life Insurance Company Limited. Ram Mohan holds a Master’s degree in MBA (Finance & HR). He holds a Certification in Strategic Data and Digital Insights from XLRI, Jamshedpur and has been honored with several Financial professional Certifications by the National Institute of Stock Market in India and IRDA.
V Ram Mohan
Director & Co-Founder
Jisha Praveen holds a total work experience of 18 years. Prior to setting up Doctor Wealth, She was working with Aditya Birla Sun Life Asset Management Company Pvt Ltd and Kotak Mahindra Bank (Formerly known as ING Vysya Bank). She holds a Masters Degree in Business Management.
Jisha Praveen
Head-Operations
Doctor Wealth offering encompasses all asset classes from Equity, Alternate Investment Products, Fixed Income, Insurance, Loans, FDs, PMS and Real Estate. We also offer Financial Planning, Estate & Succession Planning, Tax Planning, Risk Planning, Corporate Solutions and Wealth Management. offering
