Ramesh Hegde

With a career spanning over two decades in financial planning and wealth management, Ramesh Hegde is a seasoned financial advisor and corporate trainer based in Davanagere, Karnataka. Ramesh has earned widespread recognition as the Director of Wealth Transformers India Pvt Ltd and currently serves as the BNI Regional Director for Davanagere Region. 

Ramesh established MS Hegde Financial Planning Services in 2008 and has since built a client base of 950 members with a total Asset Under Management (AUM) of ₹1150 Crores. He has received notable honors such as the Think Big Award (2014), runner-up and winner of the Outlook Money Awards (2016 & 2017), and the CNBC TV18 Financial Advisor Award (2017-18). He has conducted financial literacy programs and advisory sessions for over 15,000 individuals and Corporates, and has contributed to financial planning awareness on television (Chandana TV Kannada) and radio (All India Radio Badravathi).

Ramesh holds an MBA in Finance and is a Certified Financial Planner (FPSB-India) and Chartered Wealth Manager (American Academy of Financial Management). Ramesh has undertaken specialization courses in bond mathematics, customer value management (IIM-Calcutta), digital communication (MDI-Gurugram), executive investment management (BSE Institute), sales leadership (IIM Lucknow), and sustainable finance.

His expertise covers a wide spectrum of financial services including investment planning, estate planning, retirement planning, risk management, tax planning, equity trading, insurance management, government securities, capital gain bonds, and income protection. Ramesh is highly sought after for his insights into financial literacy, wealth management, and innovative financial strategies.