Nipunn Madan

Nipunn Madan Photo

Nipun Madan, CFA

I’m a dynamic professional with more than 14 years of experience in the areas of product development, sales, training, business development, portfolio management and team management.

After finishing a bachelor’s degree in engineering from Barkatullah University, Bhopal, I did an MBA from International Management Institute, New Delhi. I later shifted to finance and am a Charter Holder from CFA Institute USA. I am also Certified Financial Planner from FPSB India.

Currently, I am Chief Executive Officer of 3i Finserv LLP, a state of the art wealth management firm dealing in listed as well unlisted space and am also guest faculty at several institutes like NABARD. I also speak regularly at key financial events.

I was previously associated with Axis and UTI AMC in sales, product management and training.

If you treat investing in equities as partnership in good businesses then you will generate wealth.
If you treat it as a casino then you are bound to get similar result that you get while playing in casino.
- Nipunn Madan, CFA


Thinking has a compounding impact, It's up to us to choose positivity or negativity.
- Nipunn Madan, CFA


Chief Executive Officer at 3i Finserv LLP

February 2018 onwards

  • Portfolio management of HNI’s using listed and unlisted financial instruments
  • Risk management of treasuries
  • Startup funding
  • Private equity and venture capital

Assistant Vice President at Axis AMC Limited

Nov 2009 – January 2018

  • Looking after the all types of sales channels (banks, NDs and IFAs) across Uttar Pradesh and Uttarakhand
  • Planning, strategising and driving the channels and the team to achieve business goals

Manager at UTI AMC Limited

May 2004 – Nov 2009

  • New product development
  • Developing effective communication between fund management and the sales staff
  • Actively overseeing coordination between AMC and SEBI
  • Looking after all the channels (banks, NDs and IFAs) across Lucknow
  • Training of IFA’s

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