3rd EYE Financial Planners
Total life cycle financial solutions

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Promoters

Karim Lakhani: A young and dynamic Entrepreneur and a Visionary. He is a CFPCM (Certified Financial PlannerCM), CTEP (Chartered Trust & Estate Planner), CPFA Certified Personal Financial Advisor) and a Commerce Graduate, along with various Financial Certifications to his name. He has been in the Financial Services Industry since 2005, and has been very closely working in the domain of Financial Planning. He comes with lots of experience in Financial Planning & Financial Markets.

He is the Chief Financial Planner and Managing Partner in 3rd EYE Financial Planners. All the plans are strategized, designed and finalised under his supervision. Innumerable persons have been greatly benefited through his planning and insights.

He had worked with companies like Bajaj Capital as Manager - Financial Planning for entire Andhra Pradesh and was also associated with a Securities Broking Company holding different positions.

He is also a Trainer and a visiting faculty in many CFPCM training Institutes like International College of Financial Planning, Knowise Learning Academy, Indian Institute of Financial Planning, NJ India Invest, NJ Gurukul & Stratagem Financial School. He is an avid public speaker and has conducted many Seminars & Work Shops on Financial Planning, Investment Planning, and Social Issues & Motivation.

He is actively involved in many Social Group activities including Agakhan Development Network and Junior Chambers International.


Gowri Shankar: Founder Partner and Portfolio Manager

Mr. Gowri Shankar is a Commerce Graduate and an CFPCM (Certified Financial PlannerCM). He is the Strategist and Portfolio Manager of the Company.

He brings with him with vast experience in the Financial Services Industry, having over 16 years of experiences from diverse Financial Services…… in Equity Broking, Insurance Broking and Mutual Fund Distribution (Debt and Equity). Although he was closely associated with Equity Broking, he dissuades investors from getting actively involved in Speculative Trading.

Long before Financial Planning emerged as a Profession, he had been advising his Clients on Insurance through Needs Based Method and on Investments through broad Asset Allocation Concept. His profound understand coupled with and values hold him in good stead.

At 3rd Eye he oversees implementation of the recommendations of the Financial Plan in all respects and guides in reviewing their portfolios.


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