Karthik Lakshman

Karthik Lakshman has extensive experience in the financial services industry, currently serving as a Platinum Agency Associate at Max Life Insurance Company Limited since 2004 and as a Managing Partner at THE PLANNERZ since May 2010, where a focus on wealth management encompasses insurance, mutual funds, and estate planning through a holistic client value approach. Prior roles include Manager of Customer Assistance at Standard Chartered Bank from 1997 to 2002 and Sr. Executive Marketing at Escort Finance Ltd from March 1994 to September 1997. Karthik holds a Bachelor of Commerce degree from Osmania University (1990-1993) and completed the 12th standard at Kendriya Vidyalaya (1988-1990).