I started my career with a government organization and spent 14 years there. My vision, risk taking capabilities, passion about numbers and motivation from parents lead me into “Financial Planning” Business.
I started my journey with focus in “Insurance” and became 1st MDRT member for Private Life Insurance in Gujarat and thereafter for 5 years continuously.
I started learning from my experiences and realized that I should focus in area where returns are more than inflation rate. So, I concentrated on equities and eventually came into mutual fund business.
I started educating my Investors and made them realize the power of SIP. My 1st year AUM was 12.5 lacs and total monthly SIP was just Rs.2,500/- all together. Today, I have over 90 crores of AUM with SIP book of 90 lacs.. I have over 1,500 live sips running.Back to success stories