About Me
Amullya has had over 18 years of wide experience in BFSI (Banking, Financial Services & Insurance). He has worked with renowned Co’s such as HDFC Bank, ICICI Bank, ICICI Prudential Life Ins. and ICICI Securities Ltd. in Personal & Private banking roles. Post 15 years corporate journey, he has started his entrepreneurial journey on 1-Aug’2020 & formed a company name is “Money Genie Capital”.
We can help you at each stage of life!
With intelligent assessment of Risk profiles, Investment horizons and Cash flows, bespoke allocations are chalked out for each individual investor and such portfolios are regularly monitored to help you achieve the desired returns. Besides, it also helps identifying any trends or aspects that may diminish your desired investment returns.
And to do this, “We” – the Robots and Humans are working simultaneously!
Products & services:
With help of Advanced Robo Technology we offer our clients the opportunity to invest & trade in Fixed Income, Mutual Funds, Stocks, Derivatives, Commodity, Currency. Also help in Mortgage, Business Loans, Tax Services.
Associated with ICICI Securities Private Wealth Management as Wealth Partner.
Core Competencies: Market Analysis, Portfolio Management, Equity Advisory, Financial Planning, Risk Management, Portfolio Building, Debt Management & Tax Management.
Certificates:
NISM Certified Equity Research Analyst (Registration no: NISM-201700056680)
NISM Certified Equity Derivatives (Registration no: NISM-201700056680)
About Work Experience
Amullya has had over 18 years of wide experience in BFSI (Banking, Financial Services & Insurance). He has worked with renowned Co’s such as HDFC Bank, ICICI Bank, ICICI Prudential Life Ins. and ICICI Securities Ltd. in Personal & Private banking roles.
Worked As Personal Banker in HDFC Bank & ICICI Bank, Sales Manager in Bancassurance with ICICI Prudential Life Ins. & with ICICI Securities Ltd in various role e.g. started with Branch Manager, Chief Branch Manager, Manager Business Development & Cluster Head.