Koushik is a seasoned Investment and wealth management professional with over 22 years of professional experience. As the Founder and Director of Intelli360 Wealth, he has been instrumental in securing the financial futures of 700 families. His previous roles include a 9-year tenure as Region Head for Financial Product Distribution at Karvy and 5 years with Exide Life.
Clientele:
- Senior IT Executives
- Industrial Leaders
- High-ranking Bureaucrats
- Religious Trusts
- Educational Institutions
Education:
- Executive Programme in Management (E-PGP) from IIM, Bangalore
Areas of Expertise:
- Investment Advice
- Portfolio Restructuring & Management
- Stock and Mutual Fund Analysis
- Fixed Income Product Analysis
- Insurance Solutions for Corporates, HNIs, and Retail Investors
- Comprehensive understanding of global and domestic economies, sectors, industries, and companies
- Current insights on corporations, economic trends, and geopolitical environments
Media Presence:
- A regular participant in live financial shows on Sun News Channel’s “Varthaga Ulagam,” Raj TV’s Mudaleedu program, and DD Podhigai, where he addresses investor queries on various investment and protection topics.
- A frequent contributor to Outlook Money, Dalal Street Investment Journal, Mint, Kumudham and Nanayam Vikatan (a Tamil Personal Finance Magazine), offering financial advice and planning to families in each issue.
Academic and Professional Engagements:
- Visiting faculty and empaneled coach at institutions like MCC, SRM and Hindustan University, and financial exchanges
- An active member of the Madras Management Association and TN Investor’s Association
- Member of the Expert Committee on Finance, Hindustan Chamber of Commerce