Flexible Plan Investments, Ltd.
Ambarish Khopkar is a seasoned Principal Business Data Analyst at Flexible Plan Investments, Ltd., since October 2014, specializing in requirement gathering, business analysis, data analysis, and the design of investment and forecasting reports. Previous roles include Business Analyst at Univision Communications Inc., Procure to Pay Analyst at Aurora Public Schools, and Oracle Financial Consultant at Washington County. Additional experience encompasses positions at Toyota Boshoku America and as a Business System Analyst at Sunera Technologies. Ambarish also served as a Senior Consultant at Mastek Ltd., collaborating closely with business analysts on design reviews to ensure compliance with business specifications. A foundational internship at the Reserve Bank of India involved the development of a Securities module. Ambarish holds a BE in Computer Engineering from Mumbai University, completed in 2006.
Flexible Plan Investments, Ltd.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments’ OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs. https://www.flexibleplan.com/disclosures