Sr Vice President - Sr Investment Advisor


Nelson brings over 23 years of experience as a seasoned investment professional, specializing in optimizing clients' wealth through strategic asset allocation, comprehensive risk management, and a deep understanding of long-term market dynamics. His expertise includes fee-based investment advisory for individual, corporate, and family office clients, with a focus on investment mandates tailored to each client's needs.

Nelson has a distinguished career, having worked with esteemed organizations such as ICICI Investment Management, HDFC Standard Life Insurance, Karvy Consultants, Deutsche Bank, and Citibank. In his recent role, he held a prominent position of Executive Director at Waterfield Advisors.

Nelson holds Bachelor's degree in Commerce from Calicut University, and a Master's in Business Administration from Christ College, Bangalore.

Apart from his professional achievements, Nelson is a passionate biker, and is into music and plays the guitar.