Hello Neeraj,

Thank you for your praise for the post - I am so pleased that you found it useful. I have copied and pasted your questions below...

1. Having the vast experience in Invesment advisory and Indiviudal portfolio management… (Which are all pure family office and sales driven…:(
What are my scope to a career transitions in Pure Non-sales avenues..:). Like research and products of any financial services, fund houses, Or buy side to sell side … But with leveraging my past experiences also I can transition easily to any new roles after CFA….
So that I don’t have to start from scratch(since I don’t have ER or Reseach experiences)

My background was somewhat similar. I exited my university education and took a job as a stock broker, which I was terrible at doing. I determined at the age of 24 that I wanted to be a research analyst. I then got my MBA and had completed Level I of the CFA program when I got my job as a research analyst. On the cover letter submitted with my CV for job applications I said something like, "As my CV demonstrates my knowledge of finance runs the entire gamut, from the back office, to the front lines of customer service, to research." In other words, I turned my weakness into a strength. Your interactions with customers is very valuable experience for research analysts because it ensures that you have an ethical focus because you have the end customer in mind. I would most certainly pursue a CFA charter. Also, spend time thinking about how your work experience ties directly to research analysis. No one is ever 'starting over' because all of life's experiences in your 32 years contain lessons and therefore knowledge that can be applied to the job of being a research analyst.

2. Since I am like a Ambivert, I mostly spend on researching, reading and coming up with new solutions for any investments issues to clients,…and get to the clients table in a simple manner, I am able to be more successful in my current career area.. With managing some sizeable Asset Size….:)
But I feel there is too much of rat and race run for this in the market,… You either got to be with a big brands to attract clients or Start your own Family office setups to do what you like to do for clients as your own business of doing fiduciary works to clients in ethical manner…. But I don’t see that quickly happening or rather it’s not visible in my aspirations..!

I don't see a question in what you wrote above. I think you are commenting on the nature of the asset management business and that you find it frustrating. Only you can answer this question for yourself: What do you want, and what are you prepared to do to get it?

3.Aspirign to retire in next 13 years, (by 45 before) I mean retiring from working for someone or someone’s profit or aspirations….
Then do something on your own, ( complete spiritual life, yoga, creativity and involve in new ideas in society to part in humane change in society… Travel globally to learn new experiences in life)
These are the list I have it close to my heart…!

These are worthy aspirations and they require tremendous amounts of work, intelligence, focus, and wisdom. If you make your work spiritual then you can work on the spiritual life simultaneous with investment management. For example, when I was a portfolio manager I saw myself as the custodian of my shareholders' dreams. I saw this as a sacred duty and a high calling.

4.So in this juncture I am hanging between choosing CFA to restart, if restart what would be a best bet for me to aim high in next 13 years to grow and elevate to different higher levels..

The CFA charter is a big help because its lessons focus on the skills needed by research analysts. You also need to begin marketing yourself so that people are aware of your skill set and your passion for investing. My own mindset when I was a candidate for a research analyst job was: "If people knew what I know about myself then they would hire me." I truly believed that statement. There is one very large implication of that statement, too. Namely, the task then is not just about acquiring skills but effectively communicating to others that you have the skills.

5. I don’t like to be Head of Sales or a Sales director of something or some sort…hence am not looking to grow in that direction at all….

Again, only you get to say "yes" or "no" to job opportunities.

6. What would be you best suggestion in this situation which you can give me.? Where I don’t start my new career from junior role or something… At the same time can leverage my experience in a best possible way to ladder up quick.!

You will have to start your career in a junior role. At the Davis Funds where I worked we had analysts join us with 10 years of experience of serving in the corporate finance department of oil and natural gas firms and they started out as junior analysts. This is the nature of the industry. If you happen to find a firm that hires you into a non-junior role then you must be congratulated : ) Another part of your mindset should be: Getting my initial job as a research analyst will be the hardest thing I ever do in my life and I MUST succeed.

With smiles,

Jason