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#007 | Rohit Padmanabhan | Founder at Lotus Asset Management

#007 | Rohit Padmanabhan | Founder at Lotus Asset Management

FromPhoenix Pod


#007 | Rohit Padmanabhan | Founder at Lotus Asset Management

FromPhoenix Pod

ratings:
Length:
76 minutes
Released:
Apr 27, 2023
Format:
Podcast episode

Description

Rohit Padmanabhan is the Founder and Chief Investment Officer of Lotus Asset Management, a boutique financial advisory company that works with young professionals across the country. Rohit graduated from Rice University with a focus on Math and Economics and worked at several major banks, managing assets for ultra-high-net-worth clients for nearly a decade before deciding that he wanted to take his experience of working with the country’s wealthiest families and translate that to younger clients who often don’t get access to high quality, affordable advice. In 2015 he started Lotus, which focuses on holistic, unbiased financial advice including tax strategy, financial planning, investing, and guidance on all other financial matters.

As a strong proponent of financial literacy, Rohit makes an effort to educate not only his own clients, but also younger generations to help them avoid the pitfalls of financial mismanagement. Rohit gives frequent talks to high school & college students and recent college graduates, particularly in underserved situations, so that they can help their families to make better financial decisions.

In addition to his work at Lotus, Rohit is President-Elect of the Phoenix Club of Nashville, serves on the board of Purpose Preparatory Academy, is the President of the Nashville Association of Rice Alumni, was a founding Advisory Council member of the Hispanic Scholarship Fund, is an advisor at the Nashville Entrepreneur Center, and is a member of the Chartered Financial Analyst Society of Nashville.

https://www.linkedin.com/in/rohit-padmanabhan-cfa-6434b56

The Phoenix Club of Nashville is a 100% volunteer-led 501(c)(3) organization of young men with a dual mission to benefit under-served youth in Middle Tennessee and to develop our members into leaders in their community and in business. Members of the Phoenix Club are actively looking for ways to make a positive and permanent impact on the lives of under-served youth and their community.

https://phoenixclubofnashville.org

https://https://www.linkedin.com/company/the-phoenix-club-of-nashville/

IG: @phoenixclub_nashville
Released:
Apr 27, 2023
Format:
Podcast episode

Titles in the series (17)

Official podcast of The Phoenix Club of Nashville. www.phoenixclubofnashville.org Music Credit: Chill Circles by Brent Hunter