He is a Coach, Mentor, Investor and Networker. He is a Certified Life and Financial Coach and is based in India. As a senior professional from the financial services industry and having worked for some of the best names, has given him an exposure across functions and roles. This first hand experience of his across ranks has played a huge role in understanding the situation and working for an effective coaching solution. He is an absolute peoples person and has an amazing ability to connect with people at their level. This ability of his helps him to dive deep for effective coaching. He is also a motivational speaker and creates high energy among participants.
He has a successful track record of over 22 years in leading financial services company viz. Franklin Templeton, HDFC AMC, ICICI Prudential AMC, Development Credit Bank, Motilal Oswal AMC and Karvy in various leadership and management roles. He was the head of sales & business development for India & Middle East market for both Mutual funds and Portfolio Management Services at Motilal. He was instrumental in expanding the markets for Mutual Funds, ETF and Portfolio Management Services through education by doing various workshops across the length and breadth of the country. He helped raise awareness and trained more than 10000 people both in India and Middle East markets.
Lokesh is a Certified Life Coach from Erickson International Coaching under the aegis of International Coaching Federation (ICF) and a Certified Financial Planner (CFP) from Financial Planning Standards Board, India (FPSB). He has also successfully completed his one year Senior Management Program from Indian Institute of Management, Calcutta (IIMC).
He has contributed regularly with his Simple, easy to understand articles in all the leading English newspapers and magazines. He was also the experts voice on business channels like CNBC, Bloomberg UTV and CNBC AAWAZ.
With over 2 decades of experience in banking and finance, Lokesh is now working towards DiSRUPPting peoples’ life and work to bring “Change” for a better tomorrow. He has conducted workshops and given talks on various subjects like – How to make your money work, My Life, My Dreams, Celebrate Failure, Commitment, Communication, Motivation, Networking, Interpersonal skills, Entrepreneurship, Customer service and Business etiquettes. He believes in creating customized need based solutions. He loves to host programs and events and his knowledge, sense of humor and ability to connect with people makes him a natural Host.
He is a born dreamer and strongly believes in LAWS OF ATTRACTION. His mantra in life – U ATTRACT WHAT U R.