Lokesh is a Certified Life and Financial Coach 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 past first hand experience of his across ranks will play 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 is a dreamer and his signature workshop “DREAMS” has helped many to dream and work towards achieving the same.
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, where he was a part of the management team and was instrumental in taking the business to the next level. He has travelled across the length and breadth of the country as well as to Middle Eastern Markets, to build businesses.
First professional article published in 2006-07
Articles appears in magazines like Outlook Money, Dalal Street Journal, Money Today, The Week, Business Today
Articles appeared in English dailies like Economic Times, Business Standard, Financial Express, Business Line, DNA and The Times of India.
Experts voice on business TV channels like CNBC, CNBC AWAAZ & Bloomberg UTV
- AMFI certified
- Certified Financial Planner (CFP) from Financial Planning Standards Board, India (FPSB).
- Certified life coach by Erickson International Coaching under the aegis of International Coaching Federation (ICF)
- Com from St. Xavier’s College, Kolkata
- 1 year Senior Management Programme (SMP) from IIM Calcutta.
What can Lokesh do for you?
Most of us spend the first 25 years of our life completing education and finding jobs. Once we get a job within couple of years we get married and settle down to build second phase of our life. We get so occupied with our day-to-day routines and fighting to build a life for our family that we miss out the larger picture. We hold on to our belief that things will work out without realizing that we are off track. As time progresses, some of our beliefs don’t serve us very well anymore. Lokesh can help you if you have a desire for change, in order to achieve your goals.
What can Lokesh do for your company?
Like the way individuals evolve at different stages of life, so do teams and companies. In any organization the employees across levels go through various situations and at times feel stuck in a position, hierarchy etc. thereby hampering their as well as their organization’s growth. Many a time they find it difficult to open up to their line managers or even HR as they feel they may not get a fair hearing and people will pre judge them. Lokesh can work with both individuals as well as teams, including senior management, and leadership teams, to identify situations and stories embedded within the culture of the organization that might be causing people to behave in a certain way and draw a plan for a positive and effective change. Lokesh also conducts workshops on financial subjects and his most popular workshop is “HOW TO MAKE YOUR MONEY WORK”. Lokesh has also introduced the unique concept called “FINANCIAL WELLNESS DAY” for Corporates, Institutions, Societies and Groups who are looking to make financial wellness a way of life. Lokesh is also a motivational speaker and has been known for not only helping people dream but also how to live those dreams through his signature “DREAM WORKSHOP”.