In today’s interconnected world, Non-Resident Indians (NRIs) often face unique financial challenges. Navigating investments, taxation, and wealth management across borders requires specialized knowledge and a deep understanding of both domestic and international financial landscapes. One individual making significant strides in this domain is Keerthana, a finance professional whose journey from law to finance has been driven by passion, curiosity, and a commitment to empowering NRIs.
A Multifaceted Educational Pursuit
Keerthana’s academic journey began with a foundation in law, equipping her with the skills to interpret complex legal frameworks. Her quest for deeper financial understanding led her to pursue the Company Secretary (CS) qualification from the Institute of Company Secretaries of India (ICSI). Not stopping there, she delved into the world of numbers by completing three stages of the Chartered Institute of Management Accountants (CIMA) program from the UK. This diverse educational background not only showcases her dedication but also provides her with a holistic perspective on financial matters.
Passion for Investing
Keerthana’s genuine curiosity about finance, especially equity investments, has been a driving force in her career. She personally believes that equity investment is a field rich with opportunities for growth and wealth creation. However, as an advisor, she strongly recommends diversification across multi-asset, multi-country, and multi-currency strategies to grow and protect wealth. Her passion is evident in her continuous efforts to dive deeper into the nuances of equity markets around the world, aiming to demystify and make them accessible to a broader audience.
Bridging the Content Gap for NRIs
Recognizing a significant gap in financial content tailored for NRIs, Keerthana took the initiative to start her own practice and venture into content creation. She observed that NRIs often lacked access to relevant and reliable information on cross-border taxation, investing, and compliance pertinent to their unique financial situations. So she started her social media platform — ‘Keerthi’s FinFo NRI’ — to provide valuable insights, aiming to empower NRIs with the knowledge they need to make informed financial decisions.
Building a Niche Community Online
In an impressive feat, Keerthana has cultivated more than half a million followers across different social media platforms that align perfectly with her niche, all within six months of launching her account. This rapid growth underscores the demand for specialized content and the trust she has built with her audience. Her followers appreciate the clarity and relevance of the information she shares, which addresses their specific needs and concerns.
Balancing Professional Aspirations and Personal Life
The journey hasn’t been without challenges. Post-CIMA, Keerthana worked in a tax consulting firm immediately after the COVID-19 pandemic. However, she soon realized that the role didn’t align with her long-term aspirations, especially while managing the responsibilities of a young child at home. This experience reinforced her determination to build her own practice, allowing her the flexibility to balance professional ambitions with personal commitments. She registered her firm — Dhee Consultancy in SPC, Sharjah.
Empowering NRIs Through Financial Services
As an overseas AMFI-registered Mutual Fund Distributor (MFD), Keerthana specializes in assisting NRIs in building wealth through multi-asset investment strategies. She is also dedicated to deepening her expertise in cross-border taxation and growth investing. By sharing her insights on these topics, she aims to empower NRIs, helping them navigate the complexities of international finance and taxation. She is one of the early recipients of the Finfluencer licence issued by the Capital Market Authority, UAE.
Changing Perceptions About Wealth and Equity
A common misconception is that equity investment is akin to gambling. Keerthana takes pride in the fact that none of her existing investors have exited or halted their investments during bearish market phases. This resilience speaks volumes about the trust her clients place in her guidance and the strategies she employs. She is managing the wealth of NRIs from more than 15 countries and is on a mission to change the way people perceive wealth, emphasizing that true wealth equates to owning one’s time and achieving freedom.
A Vision Rooted in Integrity and Curiosity
Keerthana firmly believes that integrity and curiosity are pivotal to long-term success in the financial industry. By adhering to these principles, she maximizes her chances of success and aims to instill the same values in her clients. Her approach is not just about financial growth but also about fostering a mindset that values ethical practices and continuous learning.
Inspiring Through Personal Experience
Keerthana’s journey is a testament to the power of self-belief and determination. She often shares her experiences to inspire others, emphasizing that if life doesn’t present opportunities, one can create them. Her story encourages others to pursue their dreams relentlessly, highlighting that building one’s own path can lead to unparalleled fulfillment and success.
Conclusion
Keerthana’s transition from law to finance, coupled with her dedication to serving the NRI community, showcases a blend of passion, expertise, and commitment. Her efforts are not only bridging the information gap for NRIs but also reshaping perceptions about wealth and investment. Through integrity, curiosity, and a genuine desire to help others, Keerthana continues to make a significant impact in the world of finance
Do follow her on Instagram.
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Sneha Singhaniya is a dedicated Relationship Manager at UAE Stories based in Dubai. With over a year of experience, she specializes in business, real estate, and lifestyle storytelling. Sneha is known for building strong connections and bringing real, inspiring stories to life through meaningful collaborations. Her approach combines professionalism with a human touch, helping individuals share their journeys in a way that connects with a wider audience. Through her work, she continues to contribute to impactful storytelling that informs, inspires, and empowers readers.
