Manju S Tumkur
Current
Principal Financial Planner
Education
MS Major: Structural Engineering...
Industry
Banking/Financial Services/Broking
About Manju S Tumkur
I earned my Masters in Texas, USA with scholarship & full tuition waiver... My major was in Structural Engineering and minor in Cost & Value Engineering. I am a licensed & registered Professional Engineer (USA), trained extensively in Cost & Value Engineering (FHWA/USDOT, USA), Certified Financial Planner (CFP) that is globally recognized in 25 countries... Currently I manage a group of companies.
Manju S Tumkur ’s experience
VP/ President/ Partner
at
Management Strategies Group
, Bangalore, INDIA
July 1995 – Currently Working
Industry: Banking/Financial Services/Broking
Functional area: Top Management
My responsibilities include but not limited to providing client
centered Financial Planning services in line with their
aspirational financial goals in their lives. Understanding their
needs & wants; hand-holding them in their life to shape a
favorable financial future in a knowledgeable & professional
manner. Monitoring & reviewing all systems & processes in our
company that adopts best practices in the financial services
industry globally to facilitate an overall financial wellbeing of
our clients. I am a Certified Financial Planner (CFP) in India.
Our Purpose, Mission, Vision & Goals is to strive to facilitate
an overall financial wellbeing of our clients through sound
Financial Planning processes in a knowledgeable & professional
manner. Financial Planning is a six-step process of determining
whether & how an individual can meet life goals through the
proper management of financial resources. The 6-step processes of
Financial Planning are: 1. Establish & define Client-Financial
Planner relationship, 2. Gather client data (including
goals), 3. Analyze & evaluate client’s current financial
status, 4. Developing & presenting Financial Planning
recommendations & alternates; 5. Implementing Financial Planning
recommendations & 6. Reviewing, Revising & Monitoring your
Financial Plan.
centered Financial Planning services in line with their
aspirational financial goals in their lives. Understanding their
needs & wants; hand-holding them in their life to shape a
favorable financial future in a knowledgeable & professional
manner. Monitoring & reviewing all systems & processes in our
company that adopts best practices in the financial services
industry globally to facilitate an overall financial wellbeing of
our clients. I am a Certified Financial Planner (CFP) in India.
Our Purpose, Mission, Vision & Goals is to strive to facilitate
an overall financial wellbeing of our clients through sound
Financial Planning processes in a knowledgeable & professional
manner. Financial Planning is a six-step process of determining
whether & how an individual can meet life goals through the
proper management of financial resources. The 6-step processes of
Financial Planning are: 1. Establish & define Client-Financial
Planner relationship, 2. Gather client data (including
goals), 3. Analyze & evaluate client’s current financial
status, 4. Developing & presenting Financial Planning
recommendations & alternates; 5. Implementing Financial Planning
recommendations & 6. Reviewing, Revising & Monitoring your
Financial Plan.
Manju S Tumkur ’s education
MS [Major: Structural Engineeri...],
BMS College of Engineering, Bangalore [December,1989]
, US
Manju S Tumkur ’s additional information
Interests:
Teaching gives me a kick! So I do it on weekends. Making money and helping others build assets is my job.
I strive to facilitate an overall financial wellbeing of our clients through sound Financail Planning processese in a knowledgeable & professional manner., Hanging-out with family & friends..
Websites:
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