We are deliberately a small practice. When you become a client, these are the people you actually work with — not a rotating account manager and a call centre.
Kuresh founded Summarise Corporate in 2003 on the belief that most clients are underserved — not for lack of good investments, but because no one has connected the dots between their savings, protection, goals and vulnerabilities.
Clients describe working with him as having a knowledgeable friend in finance: someone who speaks plainly, thinks long-term, and stays involved well beyond the point of sale.
Chandrashekhar has over 20 years of experience in financial services and operational management. His expertise sits in back-office processes, documentation, accounting support, and the administrative operations that keep client work moving cleanly behind the scenes.
Clients rarely see this side of the practice, but they benefit from it every single time a transaction settles cleanly, a statement arrives on time, or a query gets a same-day reply.
A Certified Financial Planner (CFP) role is open. If you care about clarity, long-term client relationships and doing work the compliant way, we’d love to hear from you.
See the openingDisclaimer. Summarise Corporate Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-78740) and an IRDAI-Licensed Insurance Advisor (Agency Code 00413837). We are not a SEBI-registered Investment Adviser (RIA). Content on this website is educational and informational in nature — not investment, tax or legal advice. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. See full disclosures.
