Litty Thomas is a seasoned finance professional with extensive experience in paraplanning, currently serving as a Senior Executive at AccSource since March 2025. Prior experience includes roles as a Paraplanner and Assistant Paraplanner at Carisma Solutions Private Limited, where Litty specialized in preparing detailed Statements of Advice (SoA) and Records of Advice (RoA), conducted research, and supported client interactions. Additional contributions encompassed training new team members and creating training materials. Earlier roles included a Junior Paraplanner and internships in finance and human resources. Litty holds an MBA in finance from DCSMAT Institutions and a BSc in Mathematics from Christian College Chenganoor, and possesses proficiency in financial software such as Xplan and AdviserLogic.
This person is not in the org chart
This person is not in any teams
This person is not in any offices