About The Founder & Principal Adviser

Santhosh Iyer N

(+91) 98566 34358
santhosh@investmentbehaviour.com

 

Areas Of Expertise:
1. Mutual Funds
2. Insurance – All Kinds

Biography

I started my career as an insurance adviser in a multi-national life insurance company and along with that I registered myself as an agent in United India Insurance company to sell general insurance in the year of 2003. I continued my insurance business for a while and in the year 2006 I was introduced to mutual fund industry by my uncle P S Mahadevan and that is when I gradually started learning about mutual fund.

 

I was blessed because there were a few fellow IFA’s and AMC RM’s who were very kind to share their knowledge and guided me in this business with their experience. I attended several training programs conducted by mutual fund companies, went through few paid workshops to gain more knowledge about my business and also read a lot of books related to investment that gave me an edge to accelerate my mutual fund business.

Post successful completion of various training programs, certification programs and seminars, I handed over my insurance business to two of my friends who are predominantly into general insurance business, this helps me to give my entire focus to mutual fund business because I believe that mutual fund is one of the under-penetrated product in India and which is one of the best investment option to create humongous wealth for long–term investors.

 

My focus was to provide solutions to the needs of my clients and provide knowledge about mutual fund. I believe 80% of my work is to mange the financial behavior of my client and the rest 20% is to weigh the fund selection.

My clients are my biggest strength and their trust is something which motivates me to do more and provide them with better service than yesterday.