Ambika Atri

Energizer
DISC Type : I

Founder at The Inner Wellth

Kaladi, Kerala, India

Overview

Ambika Atri is an entrepreneur and finance professional who founded The Inner Wellth. She has extensive experience in wealth management, having managed high-net-worth portfolios at Centrum and led a womens finance department at SLA Finserv. Ambika holds an MBA from Taxila Business School and is also a partner at SPRINGB LEARNINGS LLP.

Outside of her financial career, Ambika is a passionate advocate for climate action, serving as a speaker for the Energy Swaraj Foundation. Her interests include value investing, evidenced by her reading on the topic, and personal wellness practices to de-stress.

Unique fact: Ambika dedicates her time to promoting climate correction awareness as a trained speaker for a national foundation.

Personality Overview

Imaginative

Enthusiastic

Relationship Oriented

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Financial Wellness
Founded The Inner Wellth and previously led corporate financial wellness programs, showing a long-standing commitment to the topic.
Wealth Management
Has significant experience managing portfolios for high-net-worth individuals, particularly during her time at Centrum Wealth.
Women's Finance
Demonstrated a focus in this area by heading the "Womoneiya" women's finance department at SLA Finserv, driving client acquisition and brand positioning.

Media Appearances

Ambika has no verified media appearances

Work History

Founder at The Inner Wellth
9-2024
Head of Finance Department at SLA Finserv
3-2023 - 4-2024
Wealth Manager at Centrum Wealth
3-2020 - 3-2023
Entrepreneurship
9-2020 - 4-2021
Wealth Manager at Truworth Wellness

Education

Bachelor of Commerce from S S Jain Subodh P G College, Jaipur
Master of Business Administration from Taxila Business School

More Information

Social Presence :

Prographics :

Exp : 3 Location : Kaladi, Kerala, India Job Level : Leadership Designation : Founder at The Inner Wellth
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Insights For Selling To Ambika

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk about their team and how your product will help them do things better and easier
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ambika is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Ambika

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Ambika move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Ambika take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Ambika

Personality Compatibility


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