I am an Electronics Engineer. I worked with various MNCs in Mumbai for 15 Years. Everything was going good and respectable in life. Yet, I felt something is missing, as I always wanted to build my own business.
Finally, I took the tough call and quit my job in May 2016 to work as an Independent Financial Advisor. In Oct 2016, I started my financial advisory firm in a small town Chandrapur, Maharashtra. Within 2 years of my practice I acquired 205 clients. Today, I am managing SIP book of 9 Lakh per month and AUM of 3.60 Crore. Though, the figure might not be big but it is just the beginning as I have set a target of 100 Crore by 2025.
My mission is to educate client and provide comprehensive, competent, customized and classy best solutions in wealth creation and wealth management areas.
I believe mutual fund is the product for Creating Wealth and Transforming Lives.Back to success stories