About Us

 
 

Joydeep Sen

Trainer, Author, Columnist, Academician

Joydeep has worked in the financial services industry for 25 years, till 2016. Of this, the last 13 years were with BNP Paribas in the Wealth Management department as Senior Vice President - Advisory Desk - Fixed Income. Prior to BNP, he worked with various companies in the private sector. Since 2017, Joydeep is on his own, pursuing his passion.

Joydeep writes columns regularly in various financial publications, both print and digital. Since January 2017 till date, he has published 129 articles in publications like Mint, Financial Express, Moneycontrol, Business Standard, ET Online, Cafemutual, etc.

He has authored four books (1) “Fixed Income Markets in India - Investment Opportunities for You”, (2) “Mutual Funds in India - Vehicle for Fixed Income Investments” (3) “Open Your Eyes - to Management Lessons Around Us” and (4) “Wealth Management - a Guidance for Affluent and Middle Income Classes”.

He has done trainings for CRISIL, FPSB, NISM, CIEL, Imarticus and certain NBFCs and Mutual Funds. He is a visiting faculty at a couple of business schools in Mumbai. Joydeep is a Certified Financial Planner. He did his MBA from Jadavpur University, Kolkata, in 1991.

He has been awarded “100 Most Influential BFSI Leaders” by BFSI Congress in February 2019.

 
 

Abhishek Apte

Chartered Accountant India and Australia-New Zealand,  Chartered Financial Analyst (R)

He has a Masters in Commerce from the University of Mumbai and is an Associate Chartered Accountant. With an all India rank 31 in the Professional Education (PE) II exam and an all India rank 5 in the CA Final exam, he has strong academic credentials.

Further, he is also a Chartered Financial Analyst (US) and a member Chartered Accountants Australia New Zealand.

Abhishek is also a Registered Valuer for the asset class of ‘securities and financial assets’ with the Insolvency and Bankruptcy Board of India (IBBI)

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