Naveen Joseph Fernandes
Qualifications : Certified Financial Planner (CFP), MA (Economics).
Among less than 2,000 Certified Financial Planners (1,513 as on December 31, 2018) in India.
MA (Economics).
Certified by NISM in Derivatives, Capital Markets, Foreign Exchange and Mutual Funds.
Experience : 34 years in Financial Services. 17 years part time in academics.
Currently Adjunct Faculty at Christ (Deemed to be University) and St Joseph’s Institute of Business, teaching Capital Markets, Derivatives, International Finance, Wealth Management and Financial Planning.
Member, Mangalore Stock Exchange.
Served at Mutual Funds as South and India Head, Enam Financial (now part of Axis Bank), KR Choksey Stock Broking (Head, Institutional Brokerage), Centrum Wealth (Fund Manager, PMS – among top Portfolio Managers in India. Part of Business Standard Smart Portfolio contest), Right Horizons Financial Services.
Speaker at several fora, including BSE Institute, NABARD (key note at Foundation Day) and professional bodies.
Taught CFP modules at several institutions including at LJ Institute (Lord Meghnad Desai is Head Trustee) and Vantage Institute (BSE listed company). Authored a textbook on “Retirement Planning, Employee Benefits and Estate Planning” for the Certified Financial Planner course.
Member, Executive Committee of Council of Financial Planners.