Dr. Chandrakantha Bhat
Dr. Bhat is an AMFI-registered mutual fund distributor and holds licenses from ICICI Prudential Life Insurance for distribution of retirement and protection products. His qualifications include the prestigious Life Underwriters Training Fellow (LUTCF) from the American College, an AWARD from the Chartered Insurance Institute (London), and certifications from IIM Indore and MDI Gurgaon.
Dr. Bhat’s experience in Dubai has given him unique insights into the life and financial aspirations of NRIs, especially in areas like retirement planning and wealth management. As the founder of the YouTube channel NRI Money Clinic, he provides valuable content on investments, protection strategies, and retirement planning specifically designed for NRIs. He has to his credit serving clients from more than 60 countries across the globe
Dr. Bhat has been a frequent speaker on All India Radio and has taken part in various television debates.
Mr. Tejas Bhat, Founder
Based in Mangalore, India, Tejas holds a Master's in International Business Engineering from SRH Hochschule Heidelberg, Germany, and a Bachelor's in Engineering from Siddaganga Institute of Technology, Tumkur. He has certifications from institutions like IIM Ahmedabad, IIM Lucknow, and XLRI Jamshedpur, specializing in leadership and business.
Tejas's professional journey includes serving as an Assistant Manager of Strategic Partnership and Research for Xpress Money UAE where he spearheaded the identification of new business corridors and expanded the organization's global presence . Since 2019, he has been recognized as a Top of the Table (TOT) member for HDFC Life for 3 consecutive years and is consistently among the top distributors nationwide.
Tejas's influence extends to NRI Money Clinic, his YouTube channel with over 250,000 subscribers and a daily viewership exceeding 50,000. Through 400+ videos, his channel addresses financial challenges for the NRI community, providing invaluable guidance worldwide.
With his expertise and commitment to financial literacy, Mr. Tejas Bhat empowers individuals to achieve their financial goals, making a significant impact in the NRI and high net worth community.
Mr. Gautham Padavu, Senior Relationship Manager
His career includes roles at leading institutions like HDFC AMC, L&T, and Aditya Birla AMC, reflecting his broad expertise. Gautham holds a Bachelor’s degree and an L.L.B. from SDM Law College, along with additional qualifications like the NISM certification and a CWM designation from AAFM.
Originally from Mangalore, Gautham is well-versed in areas such as retirement planning, cash flow analysis, and NRI-focused financial services. His expertise and dedication have been key to managing portfolios for clients worldwide, strengthening client relationships, and delivering outstanding financial solutions.
Gautham Padavu’s vast experience and client-centered approach make him an essential part of our team.
Mr Jagadish Sirakaje, Relationship Manager
With a noteworthy background encompassing roles at Deutsche Bank, ICICI Prudential Asset Management Company, and Nippon India Asset Management Company, Mr. Sirakaje’s expertise shines through. Currently serving as a Senior Relationship Manager at NRI Money Clinic, he has made significant contributions over the past year, showcasing his deep understanding of financial intricacies and commitment to excellence.
Ms Shwetha Baliga, Relationship Manager
Having honed her skills in the BFSI industry at Mphasis and ESD, Shwetha specializes in Customer Service, Visioning & Goal Setting, Time Management, Cross-cultural Communication Team Building and Leadership Effectiveness.
Her commitment to excellence and versatile skill set make her an invaluable member of our team, dedicated to delivering exceptional service and fostering strong client relationships.
Ms. Sowmya Kiran, Relationship Manager
Her expertise includes operational management, planning, coordination, and business development. With a proven track record of achieving goals and streamlining processes, Sowmya is a valuable asset to any organization. Her dedication to excellence and comprehensive skill set make her an indispensable member of our team, committed to delivering exceptional results and building strong client relationships.
