Vivek Rawal, CWM®, AFRM from IIM K

Vivek Rawal, CWM®, AFRM from IIM K has held several roles in the financial services industry. In 2020, they were appointed as Zonal Head North & East - Business Development at Fintso. Prior to this, they were Vice President Sales at DSP Mutual Fund from 2007 to 2020, where they successfully managed a prestigious portfolio of clients. From 2003 to 2007, they were Manager at Principal PNB Asset Management Pvt. Ltd. and prior to this, they were Officer at HSBC from 2002 to 2003, where they were responsible for recovery of credit card dues.

Vivek Rawal, CWM®, AFRM from IIM K has an education history that spans over two decades. Vivek obtained a Bachelor of Technology (B.Tech.) in Civil Engineering from Punjab Technical University between 1997 and 2001. From 2019 to 2020, they completed a CHARTERED Wealth Manager degree from the American Academy of Financial Management in the field of Wealth Management. In 2021, they obtained a Professional Certificate Program from the Indian Institute of Management, Kozhikode in Applied Financial Risk Management.