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.- Nipunn Madan, CFA
If you treat it as a casino then you are bound to get similar result that you get while playing in casino.
NIPUNN'S BLOG
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Why Modi Inspires Me
Article talks about how leadership qualities of Modi can help entrepreneurs to achieve infinite success...
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SIP is New Gandhi
How SIP is proving to be new Gandhi and helping us to attain financial freedom...
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Goal Planning: Inefficient way of Investing
Goal Planning can not be a solution to all type of Investors...
Thinking has a compounding impact, It's up to us to choose positivity or negativity.- Nipunn Madan, CFA
Experience
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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