I started in 2018 in a store room which was at my friend’s father’s office for the first 3 months then I moved into a proper small office
I worked as a marketing manager for 2 years in a steel company but did not enjoy my job. I decided to start my own business and having an interest in the financial field and stock market
We are a firm headed by CA Vipul Shah, MFD from Pune. He is a CA, CFA, and MBA (Finance). We have been in this business for the last 12 years.
I started my career as an Insurance agent in December 2001. In 2002 I also took agency of general insurance.
I am Ratnakar R Sagare, working with an Indian multinational IT giant. I have around 17+ years of IT experience.
I am CA Vivek Jain, 45 years old, with 24 years of experience in the CA Profession. I started the insurance advisory with HDFC Life in 2002. My interest in investment advisory kept on growing and subsequenty, I added real estate, equity trading, FDs to increase my product offering to clients.
I completed my MBA in finance in year 2014. Thereafter, I worked at Kotak Securities for two years. I became a mutual fund distributor in year 2017. Shortly after I started, there was debt crisis (defaults happening in the industry) and brokerage cut in October 2018 and April 2019. And if this was not enough, markets crashed by 40% due to Covid in Year 2020
The company (Sansha Financial Services) began with the coming together of two diverse professionals. One (Ms Ayesha Fahim) with a retail sales and team management experience of more than 20 years in the Industry and the other (Mr. Sanchit Attawar) with a product and corporate sales experience of 19 years.
After finishing my MBA, I joined a leading asset management company and worked with them for 15 years in different geographies. My last assignment was in Bangalore, heading a banking channel distribution. In this role, I got the opportunity to meet and discuss personal finance with many investors and to my surprise, many of them were misguided on investments by their banks and other financial institutions.
I was working in stock broking industry from 2007-2015 in various companies. It took me sometime to understand but I figured out that this industry is not in alignment to client’s Interest. If the