KIRAN KUMAR K V

A personal and corporate finance consultant, academician & researcher in the field of Capital Markets and Financial Planning, Kiran comes with rich experience of planning HNI clients’ finances.  He is a Post-Graduate in Finance from SDM-IMD, Mysore and a has a Masters in Commerce, in addition to having completed CFA, Level-1 and CMA, Intermediate Level. He also holds NSE Certifications in Capital Markets Module, Derivatives Module and Mutual Funds Advisors Module.

 

His 7 years of corporate experience was in Financial Services and Wealth Management, with companies like MetLife and HSBC. His last designation with HSBC was Associate Vice President. Later on he pursued his passion of training and research in the field of finance for nearly 8 years with educational institutions like Vidyavardhaka Sangha, Mysore and International School of Management Excellence. He is also a visiting professor in finance in various colleges including Alliance University and IFIM, Bangalore.

 

He is currently associated with StepUp Strategic Consulting Services Pvt Ltd (Management Consulting Firm) and Elite First Wealth Management (Super HNI Customised Portfolio Advisory Services). He is also an empanelled trainer with Association of International Wealth Management of India (Wealth Management Training)

 

At FRED, he is part of the core team and drives Institute Collaborations and Summer School Programs. He has the experience of conducting various training programs in the areas of Wealth Management, Portfolio Management, Stock Markets and Personal Finance and Tax Planning. He also advises HNI and Super HNI Individuals in planning their wealth.  His latest specialised areas of consulting is in the field of Estate Planning, Trust Creation, and Designing Will & Succession Planning. He also does Corporate Financial Consulting in the areas of Cost Control, Financial Strategy and Business Valuation.

 

Highly acclaimed by clients & students, Kiran works with a vision to be the most sought after wealth and corporate finance consultant& academician and augment value to clients. He lives in Bangalore with his wife, who is a corporate advocate and a 10 year old son.

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