Prajith V is the Founder & CEO of PM Metrics LLP. Prajith is a seasoned financial planning expert with over 20 years of experience in the financial services industry. Prajith holds an MBA (Marketing) from Annamalai University and a Bachelor's degree in Commerce from Calicut University. He has been awarded various financial professional awards, including NISM certification demonstrating his expertise and commitment to the field.
Throughout his career, Prajith has worked with a diverse range of clients, including high-net-worth individuals, families, and small businesses, providing comprehensive financial planning services tailored to each client's unique goals and circumstances. His areas of specialization include Investment Management,Financial Planning Retirement Planning, Estate planning, tax optimization, and risk management.
He is known for his holistic approach to financial planning, emphasizing a thorough understanding of his clients' needs and aspirations. He takes pride in developing personalized strategies that align with clients' long-term objectives while navigating complex financial landscapes.
As a trusted advisor, Prajith continues to empower clients to make informed financial decisions and navigate life's milestones with confidence. His mission is to build enduring relationships based on trust and mutual respect, guiding clients towards a more secure and prosperous financial future.
Prior to setting up PM Metrics LLP, he worked with Axis Bank, Reliance Mutual fund,HDFC Ltd and Shriram Life Insurance Co Ltd.
Prasitha Prabhakar is a dedicated Mutual Fund Distributor with a passion for helping individuals achieve their financial goals. With a background in finance and investments, Prasitha Prabhakar holds a Master degree in Commerce and completed NISM certification in along with relevant certifications in mutual fund distribution.
Prasitha's career in the financial industry spans over 3 years, during which she has developed a deep understanding of mutual funds and investment strategies. She works closely with clients to assess their financial needs, risk tolerance, and investment objectives, recommending mutual fund products that align with their goals.
As a trusted solution provider, she believes in transparency and educates her clients about complex investment concepts, enabling her clients to make informed decisions about their investment portfolios. Prasitha is committed to providing personalized service and ongoing support to her clients. She regularly reviews their investment portfolios and recommends adjustments based on changing market conditions or shifts in clients' financial circumstances.
In addition to her client-focused work, Prasitha is actively involved in promoting financial literacy. She conducts workshops and seminars to educate individuals about the importance of investing and the role of mutual funds in wealth creation and retirement planning. Prasitha professionalism, integrity, and dedication to her clients have earned her a strong reputation in the industry. She is known for her ethical approach and commitment to putting her clients' interests first.
ManoJ Kalarikkal is a seasoned investment professional with a distinguished career spanning over 16+ years in portfolio management, asset allocation, and financial strategy. As Chief Investment Officer at PM Metrics LLP, he leads the investment team in developing and executing investment strategies to optimize returns and manage risk effectively.
Manoj has demonstrated expertise in guiding investment decisions across diverse asset classes and markets. Prior to PM Metrics LLP, he worked with brands like Axis Bank, HDFC bank, ICICI Prudential Mutual Fund and MAx Newyork Life Insurance and held prominent roles.
He has been associated with the financial planning movement and known for for his disciplined approach to investment management, emphasizing research-driven decision-making, long-term value creation, and a commitment to transparency and integrity.
Lekha T.K. is an accomplished financial services professional with extensive experience spanning over 2 years in client relationship management, financial planning, and wealth advisory. As COO, she leads a dedicated team in providing comprehensive financial planning solutions tailored to individual and corporate clients' needs.
With a proven track record in the financial services industry, she is providing a leadership role focused on delivering superior client service and driving business growth while successfully managing high-value client portfolios and cultivating lasting relationships.
Lekha holds a Master degree in Commerce and completed NISM certification along with relevant certifications in mutual fund distribution. She is known for her client-centric approach, prioritizing transparency, integrity, and professionalism in all interactions. She is also passionate about leveraging financial expertise to empower clients with personalized solutions and actionable insights.
