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  3. Hansi Mehrotra
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Hansi Mehrotra

CFA
Financial educator, Founder
The Money Hans
Country or state 
India
Available to 
Global
City 
Mumbai
Fee 
Ask for pricing
Languages 
English,
Hindi
Volunteer
Yes

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
1997 to 1999
Private Wealth Management
Wharton Business School/IPI
2006

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
(View workshop agenda)

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
2016
Designing an investment process for wealth management
CFA Annual Conference 2016
Montreal
2016
Getting money on the table
#MadeByHer Conclave by Woman At Work
Pune, India
2017
The India Story - adding colour to the numbers
CFA Society Japan
Tokyo, Japan
2017
Building an investment engine for wealth management
CFA Society Sri Lanka/Malaysia/Thailand
Colombo, Kuala Lumpur, Bangkok
2017
  • All (7)
  • Videos
  • Photos (7)
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Books & Articles (4)

LinkedIn blogs
From the Editor's Desk
The Money Hans
Asian Banking & Finance

Expertise (10)

Business
PR & Communications
Financial Education Personal Finances Wealth Management robo advice Explore Investment Women in Finance Alternative Investments Responsible Investing

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
Recommendations
Sameer Somal, CFA, CFP®, CAIA's picture
Sameer
Somal, CFA, CFP®, CAIA
Speaker, Entrepreneur & Chief Executive Officer at
Blue Ocean Global Technology
6 Audience
Show More
Why choose me? 

Unique in combining credibility, passion and personality to speak on money empowering people

Social media
Affiliations
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