Priyadarshini Gopikrishnan

Senior Executive - Financial Planning

Priyadarshini Gopikrishnan currently serves as a Senior Executive in Financial Planning at AccSource, where responsibilities include preparing comprehensive Statements of Advice (SOAs) and conducting in-depth research on financial products to deliver strategic recommendations. Previously, Priyadarshini worked as a Paraplanner at Valenta, assisting financial advisors in developing detailed financial plans, and held the position of Loan Processor, managing backend operations for mortgage brokers. Prior experience includes a role as a Process Associate at Tata Consultancy Services focusing on default servicing in US mortgage, and leadership positions within the District Rotaract Council RID3232, overseeing editorial teams for notable events. Priyadarshini holds an MBA in Financial Management from the University of Madras and a B.Com in Corporate Secretaryship from Queen Mary's College.

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