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Helping professionals achieve their American Dream by applying for EB1A Green Card, and…

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Activity

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Experience & Education

  • Next League Executive Board LLC - EB1A Transformational Coaching Program

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Licenses & Certifications

  • Certified Financial Planner (CFP)

    Financial Planning Standards Board

    Issued Expires

Publications

  • EDITOR, PUBLISHER AND PRINTER OF FINANCIAL PLANNING JOURNAL

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    Launched a monthly Financial Planning Journal in 2005 and serving as the Editor, Printer and Publisher since inception up to April 2020

  • KEY CITATIONS

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    • Home Warranty Regulations through the Lens of Florida’s Home Warranty State: Claims issue and
    remedies by Chad Marzen [Asst. Professor of Legal Studies in Business], Florida State University
    (2013).

    • The Relationship between Services capes and Customer Post Purchase by Anthon Perrone
    [Lecturer School of Management And Marketing], Central Queensland, University, Australia (2015)

    • Invited to write Forewords of books in Finance by eminent professionals (Yale…

    • Home Warranty Regulations through the Lens of Florida’s Home Warranty State: Claims issue and
    remedies by Chad Marzen [Asst. Professor of Legal Studies in Business], Florida State University
    (2013).

    • The Relationship between Services capes and Customer Post Purchase by Anthon Perrone
    [Lecturer School of Management And Marketing], Central Queensland, University, Australia (2015)

    • Invited to write Forewords of books in Finance by eminent professionals (Yale Fellow, etc.)

  • MEDIA HIGHLIGHTS

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    • Business India (November 2004, readership-338,000) and Business Standard (October 2004,
    readership-500,000) carried a special feature as “Front Runner” and “Smart People”.
    • Times of India (August 2000, readership-7.5 million) published special feature titled “Mr.
    Turnaround” on successful performance as the Director, Symbiosis.
    • Name published in the “World’s Who’s Who” – Marquis 19th edition for being the youngest
    director (at the age of 24…

    • Business India (November 2004, readership-338,000) and Business Standard (October 2004,
    readership-500,000) carried a special feature as “Front Runner” and “Smart People”.
    • Times of India (August 2000, readership-7.5 million) published special feature titled “Mr.
    Turnaround” on successful performance as the Director, Symbiosis.
    • Name published in the “World’s Who’s Who” – Marquis 19th edition for being the youngest
    director (at the age of 24 years) of any business school in the world.

  • OTHERS

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    Authored several scholarly articles in professional publications/newspapers and served as one of the lead commentators on finance: Over 1000 quotes/articles/references cited in national and regional dailies and business publications as well as in the electronic media (2004-till date)

  • RESEARCH PAPERS

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    • Navigator Study on Responsible Lending along with IIM, Lucknow (2018).
    • Concept Note: Holistic Promotion of National Pension System (2016).
    • IOSCO Consultation Report on Suitability Requirements with respect to the Distribution of
    Complex Financial Products (2014).
    • Establishment of Self-Regulatory Organization (SRO) for Mutual Fund Distributors (2013).
    • Development of Investment Advisory in the New Regulatory Paradigm (2009).
    • Regulation of Investment…

    • Navigator Study on Responsible Lending along with IIM, Lucknow (2018).
    • Concept Note: Holistic Promotion of National Pension System (2016).
    • IOSCO Consultation Report on Suitability Requirements with respect to the Distribution of
    Complex Financial Products (2014).
    • Establishment of Self-Regulatory Organization (SRO) for Mutual Fund Distributors (2013).
    • Development of Investment Advisory in the New Regulatory Paradigm (2009).
    • Regulation of Investment Advisors (2008).
    • Development of Financial Advisory Model for Rural Population in India (2006).
    • Establishment of Professional Rating Standards (2006).
    • Service Tax on Mutual Fund Distributors (2004).
    • The Need for Reforms in Financial Planning & Regulatory Framework (2004).

Projects

  • KEY PROFESSIONAL SPEAKING ENGAGEMENTS

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    ADDRESSED AND MODERATED OVER FIFTY (50) PROFESSIONAL SPEAKING ENGAGEMENTS AT NATIONAL AND INTERNATIONAL CONFERENCES ORGANIZED BY REGULATORY AGENCIES AND AS WELL AS PROFESSIONAL ASSOCIATIONS
    • Speaker: “Post-Budget Analysis Roundtable Discussion on the Personal Finance and Investments”, Business World Mutual Fund India Summit 2017 (February, 2017).
    • Speaker: “Conflict-free advice–Pipedream or real possibility”, Business World Mutual Fund India Summit 2016 (August, 2016).
    • Speaker:…

    ADDRESSED AND MODERATED OVER FIFTY (50) PROFESSIONAL SPEAKING ENGAGEMENTS AT NATIONAL AND INTERNATIONAL CONFERENCES ORGANIZED BY REGULATORY AGENCIES AND AS WELL AS PROFESSIONAL ASSOCIATIONS
    • Speaker: “Post-Budget Analysis Roundtable Discussion on the Personal Finance and Investments”, Business World Mutual Fund India Summit 2017 (February, 2017).
    • Speaker: “Conflict-free advice–Pipedream or real possibility”, Business World Mutual Fund India Summit 2016 (August, 2016).
    • Speaker: “Re-thinking Distribution–Smart Solutions for Smart Customers”, Confederation of Indian Industry (CII)-Financial Distribution Summit 2015 (November, 2015).
    • Speaker: “Capital Market – Reinstating Faith of Retail Investors”, BSE Brokers’ Forum and Nav Bharat Times [BSE Brokers’ Forum Conclave] (December, 2013).
    • Speaker: “Exploring New Horizons: Financial Percolation to the RURBAN”, Confederation of Indian Industry (CII) [CII Financial Distribution Summit 2013] (December, 2013).
    • Moderator: “Disclosure and Transparency and other Regulatory Measures to Prevent Mis-selling of Financial Products”, Securities & Exchange Board of India and BaFin (on behalf of the German Federal Ministry of Development and Cooperation) [Regional Conference on Investor Protection in Capital Markets] (October, 2013).
    • Speaker: “Role of Investment Advisors in new Regulatory Environment”, Bombay Stock Exchange [BSE Convention 2012] (December, 2012).
    • Speaker: “Financial Inclusion: The Untapped Potential”, Confederation of Indian Industry (CII) [CII Financial Distribution Summit 2012] (December, 2012).
    • Speaker: “Financial Planning in a Changing Landscape”, Morningstar [Morningstar Investment Conference, 2012] (November, 2012).

Honors & Awards

  • Granted the US Green Card, as Individual of Extraordinary Ability in Finance, under the First Preference, EB-1A category.

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Languages

  • English

    Full professional proficiency

  • Hindi

    Full professional proficiency

  • Marathi

    Full professional proficiency

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