Headline

📊 Portfolio & Wealth Advisory and services | Stock Market Analyst | Investment Strategist | Relationship Manager at SBI Securities | Finance Educator & Consultant | Helping You Build & Grow Wealth Smartly 💰

About

🔹 Helping You Navigate Financial Markets & Build Lasting Wealth With a strong background in investment strategy, portfolio management, and wealth creation, I specialize in guiding individuals and businesses to achieve their financial goals with confidence. 💡 What I Do: ✅ Portfolio & Wealth Management – Optimizing assets for sustainable growth & risk-adjusted returns 📈 ✅ Stock Market Advisory – Helping investors make informed, strategic market decisions 🏦 ✅ Investment Consulting – Tailoring strategies for long-term wealth accumulation 💰 ✅ Finance Education & Training – Simplifying complex financial concepts for professionals & individuals 🎓 ✅ Relationship Management – Building trust-driven client relationships at SBI Securities 🤝 🌍 Based in Trivandrum & Bangalore, I leverage my experience to help clients grow and protect their wealth strategically. 📈 Let’s Connect! If you're an investor, finance enthusiast, or brand looking for expert collaboration, I’d love to discuss how we can create financial success together. 📩 DM me or reach out at : monishmnair.official@gmail.com / monish.nair@sbicapsec.com

Location

Thiruvananthapuram

AI stack

claude

gemini

notebooklm

notion

openai

Work experience

Relationship Manager at SBI Securities, Mar 2024 - Present · 2 yrs 8 mos, Trivandrum, Kerala, India

Talent Acquisition Specialist at HashRoot Limited, Dec 2023 - Jan 2024 · 2 mos, Kochi, Kerala, India

Talent Acquisition Specialist at RapidBrains, Dec 2023 - Jan 2024 · 2 mos, Kochi, Kerala, India

Academic Counselor at Equity indians, Jul 2023 - Sep 2023 · 3 mos, Trivandrum, Kerala, India

Customer Service Specialist at bijnis, Mar 2023 - May 2023 · 3 mos, Delhi, India

Education

Master of Business Administration - MBA, Marketing, Bangalore North University

Bachelor of Business Administration - BBA, Human Resources Management/Personnel Administration, General, Acharya Instiute Graduate Studies(of Journalism), No.80-90, Soladevanahalli, Chikkabanavara Post, Bangalore -90