20+
Years experience
SEBI REGISTERED INVESTMENT ADVISER INA000022260

OUR TEAM
Co-Founder | Head of Wealth Management, MoneyPurse
20 years banking, insurance, asset management — MoneyPurse Co-Founder & Wealth Management head; free advanced financial calculators behind the mind.
సంక్షిప్తంగా
20+
Years experience
MBA
Finance graduate
NISM
XA, XB & more
Wealth
Management lead
గురించి
With 20 years of experience across banking, insurance, and asset management, Raise Basha Naik is the Co-Founder of MoneyPurse and heads its Wealth Management vertical. An MBA Finance graduate, he has worked with leading financial institutions in India and holds multiple professional certifications, including NISM Series XA, XB, and others.
An expert in financial planning, he is the mind behind the advanced financial calculators that MoneyPurse freely shares with its audience. These tools help people calculate financial goals, loans, investments, and other key money decisions, making complex planning simpler and more accessible.
ప్రధాన రంగాలు
Heads MoneyPurse Wealth Management with deep experience across banking, insurance, and asset management.
MBA Finance with NISM Series XA, XB, and other professional certifications.
Built the free advanced calculators that simplify goals, loans, investments, and money decisions.