Hansi Mehrotra

Personal Details

Bio

Speak about investments, personal finance and private wealth management for both professional and retail audiences.

LinkedIn TopVoice and PowerProfile for Finance.

More than 20 years experience in financial services, mostly setting up online tools for investment research and consulting for the wealth management industry. Set up and led the wealth management segment for Mercer’s Investment Consulting business, based in Australia and Singapore. Also led a number of projects in India including design of the investment options for the New Pension System (NPS).

Current position (3)

Financial educator, Founder

The Money Hans

Founder and Editor

Money Management India Network

Asia Pacific Partner

Diligence Vault Corp.

Achievements (2)

LinkedIn Top Voice for Money & Finance

Got named 3rd on list of 7 names on LinkedIn PowerProfiles List for Finance

LinkedIn Power Profile for Finance

Degrees (2)

Chartered Financial Analyst (CFA)

CFA Institute

1996 to 1998

Private Wealth Management

Wharton Business School/IPI

2005

Presentations

Presentations (1)

Re-designing financial education

We need to make financial education less boring and intimidating by incorporating what we know about behavioural finance and neuroscience.

Workshops (1)

Building wealth is like building a house

2 hours

Using what we know about behavioural finance, I have come up with a way to explain personal finance to laypersons in a fun and engaging way.

Past talks (5)

Draw The Money House

Tedx Juhu

Mumbai

December 31, 2015

Designing an investment process for wealth management

CFA Annual Conference 2016

Montreal

December 31, 2015

Getting money on the table

#MadeByHer Conclave by Woman At Work

Pune, India

December 31, 2016

The India Story - adding colour to the numbers

CFA Society Japan

Tokyo, Japan

December 31, 2016

Building an investment engine for wealth management

CFA Society Sri Lanka/Malaysia/Thailand

Colombo, Kuala Lumpur, Bangkok

December 31, 2016

Reviews

Testimonials (2)

Hansi’s passion for financial literally is well documented. She is a passionate speaker and audiences consistently rate her as captivating and engaging. Because of her professional success and ability to communicate effectively, Hansi excels in building strong relationships and simplifying complex financial concepts.
Sameer Somal, CFA
Verified
Hansi spoke on the topic of important of financial planning and managing one's money in a conclave for women entrepreneurs #MadeByHer. Her views and perspectives were very insightful and the audience could get many learnings. Given her focus on making financial literacy enjoy-as-you-learn, her expertise is critical to business forums.
Poornima
Verified

Personal Details

Presentations

Books & Articles (4)

Expertise (10)

Reviews