About\ Sreepriya NS
Sreepriya has over 22 years of experience in Retail, Corporate and Private banking. As a banker, she has run branch businesses, managed and led cross-functional teams, designed and implemented processes, and conducted integration activities related to Merger & Acquisitions. Having played such horizontal roles, she has developed core competencies in Business Development, Customer Service, Compliance, Process Management & Re-engineering, and development of Operations and Service Standards for business excellence and customer delight.
She has advised many of India’s leading business families and HNWIs on intergenerational financial planning, family investments, Succession & Estate Planning, corporate and family governance as well as philanthropy. Having served NRIs and OCIs for such a long time, she has learnt to manage investments across the globe.
She has won several prestigious awards and titles which endorse her excellent leadership qualities, business acumen, customer focus and razor-sharp eye for details.
Intergenerational Financial Planning
Managing family investments (both domestic & international)
Succession & Estate Planning
Corporate and family governance
B.Sc (Physics) and B. Sc (Computers), MG University, Cochin
MBA (Finance & Strategy), IIM Kozhikode
The need for women to invest for themselves is crucial, due to various factors such as income disparities, potential time off work to take care of the family and the need to maintain a personal corpus for financial independence and security.
Investing money is not only a possibility but a necessity for securing one's financial future.
By empowering women with financial education and resources, we can bridge long-standing gaps and help drive economic growth on a national level. When women progress, India progresses, and therefore, it is crucial to prioritise and invest in women's financial literacy and well-being.
Financial planning does not necessarily end once you invest your money. It also extends to securing assets for your family. Succession planning by creating a will is very important.
Writing a Will is bound to stir up feelings of discomfort for many as it forces us to think about our demise and the eventuality of life.
For those who want to distribute their wealth amongst their children, spouse or other legal heirs after their death, a Will is a highly useful instrument.
A succession plan entails having a blueprint in the event of a change of guard, which in most cases, is inevitable as entrepreneurs age and eventually have to pass on the mantle to someone else.