About the Company
Purpletouch Finserve LLP is formed as a partnership firm (LLP), by 3 partners, with 2 being from banking industry with an overall experience of 22 years and the 3rd partner carrying an experience of 10 years in marketing and operations . The firm was incorporated on the 30th January 2018.
Our focus is delivering the best possible service and solutions to any size of project. We take great pride in the work we do and ensure complete client satisfaction by always demonstrating proper work etiquette. Satisfaction of clients is our prioritization.
To create the importance of investment among people by making it simple, understandable and transparent.
Purpletouch Finserve LLP seek to think beyond the obvious to win the respect and trust of customer. We strive to grow our business with honesty and integrity nurturing a long time loyal relationship with our customers.
Key Personnel :-
As one of the Partners, Santosh drives the business direction at Purpletouch Finserve LLP. He believes in human interaction being an integral part of financial planning and considers integrity and transparency as its two strong pillars. Santosh has worked at different financial institutions for over 18 years with half a decade spent on managing and creating wealth for small corporates, families and HNI clients.
Sunil carries a combined experience of 7 years in the fields of banking and wealth management. He focusses on our programme that builds essential awareness about money and investing among young earners. He has the persistent drive to add more and more satisfied customers to Purpletouch Finserve LLP year-on-year hence making the firm as one of the most trusted investment consultancy firm.
Neetu manages customer support & marketing at Purpletouch Finserve LLP. Her goal is to communicate Purpletouch value proposition to its audience effectively and efficiently by making its offerings simple and customer friendly. She leads her team to provide long term value to the investors while maintaining the highest standards of integrity, ethics, professionalism and timely service. She brings in 10 years of strong track record of building strong customer obsessed teams.
Anoop is a banker with an experience in sales and wealth management. His forte is in financial planning, goal setting, need analysis & suitability profiling on various investment products and using it to structure and manage investments of clients. He has a Post Graduate Diploma in Management (PGDM) from MS Ramaiah Institute of Management, Bangalore and a bachelor’s degree in Mechanical Engineering from KLS Goggte Institute of Technology. He is a Level 2 CFA (Chartered Financial Analyst, CFA Institute, USA). Anoop has about 14 years of total experience across organisations like Deutsche BAnk, Way2Wealth Brokers, Bank of Baroda Financials and HDFC Life.
Sonal is a seasoned banker and wealth management professional with over a decade long experience in leading banks and financial institutions . His core expertise has been building and maintaining diversified wealth portfolio for HNI clients. In his last assignment, He was heading a retail banking branch of Indusind in Bangalore, where he spent close to 9 years. He has a bachelor’s degree in Psychology and holds master degree in management (PGDM) in Finance from Kirloskar Institute of Advanced Management Studies.