Mezjan Dallas
Investment Coach
With over 25 years of experience investing in mutual funds in India, I bring a deep, hands-on understanding of investing in the context of personal finance. Before transitioning to investment coaching, I spent 21 years in the IT industry, including 17 years at IBM India, where I held various management and leadership roles. My journey culminated in a country-level position leading employer branding on campus, reporting to the VP of Human Resources for IBM India. I was also a frequent business facilitator at IBM’s leadership training programs. At the age of 42, I chose to leave IBM to build my own freelance practice.
My investment knowledge & experience
While I have received the Investment Adviser (Level 1) Certification from the National Institute of Securities Markets, (an organization which is recognised by SEBI), my primary source of experience & knowledge in investing have come from decades of reading extensively—dozens of books and thousands of articles—while actively APPLYING these principles in my personal investment journey.
I have made a fair share of mistakes on my investment journey. Further, I don’t claim to be a hot shot or above average investor. However, if I can help you avoid common investing pitfalls and simplify key investment concepts, I believe you will benefit greatly.
Simplifying Investing for Everyone
Sound investing is far simpler than most people realize. Yet, many find it intimidating due to the overwhelming jargon and complexity. My goal is to demystify personal finance and make investing accessible to everyone—especially those who are new to the subject.
Through my articles, I share fundamental investing principles and personal experiences from my 24-year journey. These articles are available both on this website and on LinkedIn. My hope is that they empower you to become a confident, self-reliant (DIY) investor.
Coaching & Community
Even after reading my articles, if you feel the need for additional guidance, I offer one on one investment coaching to provide personalized support.
I am a Gallup Certified Strengths Coach and I look to help you leverage your natural strengths &talents to succeed at investing. I am also an Executive Coach (Certified by the Centre for Executive Coaching, Florida). Testimonials for my coaching can be found on my LinkedIn profile.
If my articles and approach to investing resonate with you, I’d love to connect with like-minded individuals and build a community of empowered investors. Let’s learn, grow, and invest wisely—together.