Benny brings over three decades of expertise in financial markets, serving as the CEO of Ben Finex Pvt Ltd and a Select Partner at Aditya Birla Capital, Kozhikode. His journey began in 1992 on the trading floor of the Cochin Stock Exchange, where he gained deep insights into market dynamics and investor needs. He spent 15+ years in leadership roles at leading financial services firms before transitioning to entrepreneurship.
Benny holds an M.Com in Finance from Bharata Mata College, Kochi, and is an Alumnus of IIM Calcutta (PLAM 2007-08). He also holds nine professional certifications from the National Institute of Securities Markets (NISM) and other leading financial authorities. His expertise spans equity investments, mutual funds, and comprehensive insurance solutions, making him a trusted name in the industry.
As one of the largest individual mutual fund distributors in the Malabar region, Benny has built Ben Finex on a foundation of trust and client-focused service. His vision is to make financial empowerment accessible to all, catering to a diverse clientele—from high-net-worth individuals, institutions to small retail investors.
A staunch believer in long-term investing and strong fundamentals, Benny actively conducts investor awareness programs and seminars, educating investors on making informed financial decisions.
Achievements
- Aditya Birla SELECT Honoree (since 2017) – Recognized for excellence in financial services, earning invitations to international conventions in Canada, Vienna, Australia, Japan, Mumbai, and New York, engaging with senior leadership.
- Million Dollar Round Table (MDRT) Member – Part of a prestigious global community of top life insurance and financial services professionals across 85 countries.
- BNI Catalyst Chapter Contributor – An active member of Business Network International (BNI), facilitating ₹1 crore+ in business through trusted referrals and collaborations.
- Progressive Melvin Jones Fellow – Honored by Lions Clubs International for his dedication to humanitarian service and community impact.
Certifications
- Advanced Financial Goal Planner (AFGP) – American Academy of Financial Planning
- Certified Retirement Goal Planner (CRGP) – American Academy of Financial Planning
- NISM Series VIII – Equity Derivatives
- NISM Series VA – Mutual Fund Distributors Exam
- NISM Series VI – Depository Operations
- NISM Series I – Currency Derivatives
- NISM Series XVIII – Financial Education
- NISM Series XXI-A – PMS Distributors CPE
- IRDA Certification – Insurance Solutions