Musavarikunnu, Punalur, Kollam District, Kerala

Mr. Jomon Joseph

Mr. Jomon Joseph, M.Com, MBA is an Investment Strategist providing Investment Research and Financial Planning Services to individuals and corporate, specializing in the areas of Investment Research, Personal Investment Strategies, Advanced Excel Modeling and Financial Planning.He is a Certified Personal Financial Advisor and   also a Microsoft certified Excel Specialist. He has 12 years’ experience in the financial service sector and was associated with Sykes & Ray Equities (I) Ltd., Mumbai, served as the Head of Research. He has conducted several Industry oriented training programs for Management Institutes and Companies across India. He is the visiting faculty for various management institutes in India and also, he is the First SEBI Registered Investment Advisor in Kerala.

  • At present he is the promoter of The Strategist Cochin ,
  • Centre Head of Financial Planning Academy Mumbai,
  • Corporate Trainer, Ambition Lear

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