Our motto is “Your concern is our concern”
  • Munnavar Khan
  • March 12th, 2020
  • Bhopal
  • 672
  • 0

Sales and marketing had always been my area of interest. Hence when I started my career in marketing field of automobile sector in 2003 at Udaipur I was learning new things and enjoying my work. Taking a step forward I joined SBI life insurance in 2006 which piqued my interest in financial products and field. I understood that this field had huge potential and in this way I can also help many customers to achieve their financial goals. In lieu with my goals I joined Vision Advisory Services Private limited as an Executive in the Insurance department in Bhopal which I believe proved to be my turning point of my career.

I always thought of how to increase the net worth of my customers, this is when I started studying and understanding about mutual funds which were relatively new financial products in the market. In the earlier days it was difficult to explain a new product to the customers but 2011 proved a milestone year for me. I had been fully prepared for sales in mutual funds, acquired knowledge of mutual funds by constant learning and applied my sales skills with complete dedication. The valuable support extended by my company I started contributing in creation of a customer base and started achieving year on year target. My work started paving results with a promotion every year. Currently, I am the marketing head in the company and I believe I am doing justice to my role.

Our mutual fund AUM is above 60 crore with 90% in equity related products. We believe in ethical practice in distribution of mutual funds. Churning of customers portfolios, passing back of commission and misleading information to investors are not allowed in our company. We believe in relationship over money and I can proudly say that at Vision Advisory, we follow our business motto of “Your concern is our concern.”


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