Dr. Sandeep Sahasrabudhe
- Managing Director of Moneywise Weallth Planners, Pune & Mumbai.
- Managing Director – Pinewoods Golf Club, Hinjewadi, Pune
- Director of Worldwide Properties (Thailand and Sri Lanka)
- Director of Remax Universal Realty, Pune
- Director of Irawan Co Ltd ( Georgia)
- Managing Director – The 3 Musketeers Pub( Viman Nagar & Baner, Pune), The 3 Musketeers Cafe & Bar (Hinjawadi & Bhandarkar Road Pune)
- Managing Director – T3M Sky Gallery and T3M Tavern, Kothrud, Pune
- Managing Director – Unicorn House, Kalyani Nagar, Pune
- Managing Director – Elrow, Kalyani Nagar, Pune
- Mentor for Ambition Learning Solutions and Financial Planning Academy, Mumbai
- Visiting Faculty at several MBA institutes in Pune
- Conducted more than 350 seminars in Pune.
Professional Work Experience
As a Relationship Manager – Financial Advisory Services Group (Axis Bank)
- A specialist in all investment products – life insurance, general insurance, equity and debt mutual funds, structured products etc
- To meet the sales targets of the branch in terms of revenue generated from mutual funds and general insurance
- To motivate and lead the branch staff for individual mutual funds, life insurance and general insurance contribution
- To acquire new clients in the targeted HNI segment from outside the bank consistently
- Meeting high net worth clients regularly, updating and advising them on equity and debt market trends
- To meet the cross selling targets for retail liabilities and retail assets
- To ensure high level of FAS client satisfaction
- To provide passive portfolio management for FAS clients
- To ensure regular portfolio updates are given to FAS clients
- To ensure correct and timely reporting of sales figures
As an Investment Advisor –Equities & Private Banking Group (HDFC Bank)
- A specialist in all investment products – life insurance, general insurance, equity and debt market, mutual funds, traditional investment products etc
- Ensuring proper development of business in terms of clients, market share, processes and relationship management
- To meet the sales targets in terms of income generated across all advisory products as also product support for third party products
- To acquire new clients in the targeted HNI segment from outside the bank consistently
- To ensure high level of PBG client satisfaction
- To provide passive portfolio management for equity & mutual funds advisory service for PBG clients
As a Relationship Manager-Retail Banking (IDBI Bank)
- Developing relationships / adding value at the time of new acquisitions
- Retaining top branch clientele through adequate servicing
- Providing clients with advisory service on taxation and investments
- Mutual funds portfolio management service for individual high net worth branch clientele
- Meeting high net worth clients regularly, updating and advising them on equity market trends
- Carrying out detailed study of existing and new mutual fund schemes
- Extensive cross selling of all third party products to high net worth clientele which include life and general insurance, mutual funds, fixed deposits, LAS and RBI Bonds
- Handling routine and non routine customer queries, questions, problems and concerns
- Ensuring that all such concerns, queries are satisfactorily solved within given TAT
- Monitoring current and savings account floats on a daily basis
- Executing banking operational functions through Finacle Banking Software
As an Investment Advisor
- Personal mutual fund portfolio management services to clients
- Advising clients on investing in mutual funds, bonds and life insurance
- Advising clients in tax planning.
- Race Achiever at ICICI Prudential Life Insurance Co ltd, Pune
Insurance or Investment – What comes first?
Investors come to me asking for investment avenues where they can get good returns. But I don’t start with Investments.
I start with asking them if they have taken adequate health insurance and adequate life insurance. Mostly, their answer is no. Even if they have taken, then the coverage amount is pretty low. Anything below Rs 1 crores doesn’t make any sense.
It is then, that I tell them they should first buy/increase their health and life insurance coverage. The investment comes later. They say they first want to invest and later on spend on insurance. They consider insurance costs as an expense. This is so wrong.
In fact, money spent on term insurance and health insurance may be the best investment. In the unfortunate event of a crisis related to your health, all your savings could be wiped off without sufficient insurance and in case of death, the family could suffer greatly due to loss of income.
Yes, dealing in Investment is my main work but I know; without proper insurance, Investment may not last that long.
Professional Qualifications
- Doctorate (Phd) in Wealth Management (Asset Allocation) From California Public University, USA.
- The Fundamentals of Digital Marketing (Google Inc., The Open University)
- Forms of Business Structure (Corporate Finance Institute)
- Bloomberg Essentials (Corporate Finance Institute)
- Math Fundamentals for Capital Market (Corporate Finance Institute)
- The Science of Well-Being (Yale University, USA)
- Work Smarter, Not Harder: Time Management (University of California, Irvine)
- A Life of Happiness And Fulfillment (Indian School of Business, India)
- Recruiting, Hiring and Onboarding Employees (University of Minnesota, USA)
- What is Social? (Northwestern University, USA)
- Personal Branding (University of Virginia, US)
- Certified Bitcoin Expert (Blockchain Council)
- The Power of Macroeconomics: Economic Principles in the Real World (University of California, Irvine, USA)
- Introduction to Business in Asia (Griffith University, Australia)
- World Music (James Cook University, Australia)
- Personal and Family Financial Planning (University of Florida)
- Entrepreneurship and Family Business (RMIT University Melbourne, Australia)
- The Art of Photography (RMIT University Melbourne, Australia)
- Take charge of your time
By Ankur Warikoo - The complete guide to starting up
By Ankur Warikoo - Magnificent Mornings
Dr. Anamika Chawhan
- Integrated Marketing Communication:
Advertising, Public relation and more.
Reinventing Higher Education, Spain - Becoming a Confident Trainer (Tafe, South Australia)
- Managing your Time, Money and Career: MBA Insights for Undergraduates (The Paul Merage School of Business, University of California, Irvine, USA)
- Financial Planning (Tafe Sydney, Australia)
- Financial Literacy (Macquarie University Sydney, Australia)
- Diagnosing the Financial Health of a Business (Macquarie Graduate School of Management, Australia)
- Foundations of Business Strategy (Darden School of Business, University of Virginia, USA)
- Introduction to Marketing (Wharton Business School, University of Pennsylvania, USA)
- Understanding Economic Policies (IE Business School, Spain)
- Developing Innovative Ideas for New Companies: The First Step in Entrepreneurship (University of Maryland, USA)
- Certification in Financial Markets (Yale University, USA)
- IRDA Certification – General Insurance (Insurance Regulatory and Development Authority of India)
- Certified Personal Financial Advisor (CPFA) (National Institute of Securities Markets)
- Macro Economics for Financial Markets Module (National Stock Exchange of India Ltd)
- Facebook Marketing: Social Fast
Lane, USA - Certified Rockstar : Frontrow
- Law of Attraction
Mitesh Khatri
- IRDA Certification – Life Insurance (Insurance Regulatory and Development Authority of India)
- Commercial Banking in India – A Beginners Module (National Stock Exchange of India Ltd)
- Investment Analysis and Portfolio Management Module (National Stock Exchange of India Ltd)
- CERTIFIED FINANCIAL PLANNERCM (Financial Planning Standards Board India)
- Accounting Technician Certificate (The Institute of Chartered Accountants of India)
- Derivatives Market Dealers Module (National Stock Exchange of India Ltd)
- Commodities Market Module (National Stock Exchange of India Ltd)
- Financial Markets – A Beginners Module (National Stock Exchange of India Ltd)
- FIMMDA Debt Market (Basic) Module (National Stock Exchange of India Ltd)
- NSDL Depository Opérations Module (National Stock Exchange of India Ltd)
- Securities Market (Basic) Module (National Stock Exchange of India Ltd)
- AMFI Certification (The Association of Mutual Funds of India)
- IRDA Certification – Life Insurance (Insurance Regulatory and Development Authority of India)
- C A Intermediate (The Institute of Chartered Accountants of India)
- C A Foundation (The Institute of Chartered Accountants of India)
- Graphology & Signature Analysis
Inside Brain
Author
“Demystifying Asset Classes” – Your one stop solution for a comprehensive understanding of all Investment avenues
Articles
Published At
“Understanding Life Insurance”
2018
Published at
Nine million dollars
“How many mutual funds should you have in your Portfolio – For different kind of investors? “
2012
Research Paper
PRESENTED AT
National seminar
Bancassurance – Issues and Challenges
Presented at National seminar on Banking and Insurance held at BMCC, Pune
2012
Publication
Author
Entrepreneurship Development
For 3rd year BBA by Success Publications
2012
Visiting faculty at MIT-WPU and IBS institutes in Pune.
Cell
9822329045
Office
7083173375
cfpsandeep@gmail.com