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I’m a 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥(𝐐𝐏𝐅𝐏) with 20+ 𝐲𝐞𝐚𝐫𝐬 of hands-on experience in the 𝐦𝐮𝐭𝐮𝐚𝐥 𝐟𝐮𝐧𝐝 𝐚𝐧𝐝 𝐩𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 (𝐁𝐅𝐒𝐈)— passionately guiding individuals, families, and professionals to grow, protect, and purposefully align their wealth with their life goals.
From 𝐛𝐚𝐜𝐤-𝐨𝐟𝐟𝐢𝐜𝐞 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐭𝐨 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐬𝐚𝐥𝐞𝐬 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩, my journey across India’s top AMCs — 𝐑𝐞𝐥𝐢𝐚𝐧𝐜𝐞 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝, 𝐍𝐢𝐩𝐩𝐨𝐧 𝐈𝐧𝐝𝐢𝐚 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝, 𝐌𝐨𝐭𝐢𝐥𝐚𝐥 𝐎𝐬𝐰𝐚𝐥 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝, and currently as 𝐙𝐨𝐧𝐚𝐥 𝐇𝐞𝐚𝐝 𝐚𝐭 𝐐𝐮𝐚𝐧𝐭𝐮𝐦 𝐀𝐌𝐂— has equipped me with a 360° view of the investment landscape. This rare blend of experience helps me connect both with investors and financial professionals at every level.
🔍 𝐖𝐡𝐚𝐭 𝐈 𝐃𝐨:
As a 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐬𝐭, I simplify complex financial concepts and build 𝐠𝐨𝐚𝐥-𝐛𝐚𝐬𝐞𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 that are 𝐫𝐞𝐚𝐥𝐢𝐬𝐭𝐢𝐜, 𝐜𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐞𝐝, and 𝐨𝐮𝐭𝐜𝐨𝐦𝐞-𝐨𝐫𝐢𝐞𝐧𝐭𝐞𝐝.Whether it's planning for retirement, tax-saving investments, or disciplined wealth building through SIPs — I walk the path with you, not just guide from the sidelines.
Over the years, I’ve helped MFDs, doctors, MSME owners, professionals, and HNIs cut through financial clutter, align their wealth with purpose, and move forward with confidence.
At 𝐐𝐮𝐚𝐧𝐭𝐮𝐦 𝐀𝐌𝐂, I lead 𝐳𝐨𝐧𝐚𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐠𝐫𝐨𝐰𝐭𝐡, drive 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐚𝐰𝐚𝐫𝐞𝐧𝐞𝐬𝐬 𝐜𝐚𝐦𝐩𝐚𝐢𝐠𝐧𝐬, and mentor high-performing teams to champion ethical, long-term investing.
🚀 𝐌𝐲 𝐒𝐭𝐫𝐞𝐧𝐠𝐭𝐡𝐬:
✔️ 𝐆𝐨𝐚𝐥-𝐁𝐚𝐬𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠(QPFP Certified)
✔️ 𝐒𝐈𝐏𝐬 | 𝐓𝐚𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 | 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬
✔️ 𝐖𝐞𝐚𝐥𝐭𝐡 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 𝐰𝐢𝐭𝐡 𝐒𝐢𝐦𝐩𝐥𝐢𝐜𝐢𝐭𝐲 & 𝐃𝐢𝐬𝐜𝐢𝐩𝐥𝐢𝐧𝐞
✔️ 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐋𝐢𝐭𝐞𝐫𝐚𝐜𝐲
✔️ 𝐒𝐚𝐥𝐞𝐬 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 & 𝐃𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲
✔️ 𝐌𝐮𝐥𝐭𝐢-𝐑𝐞𝐠𝐢𝐨𝐧 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 & 𝐁𝐞𝐡𝐚𝐯𝐢𝐨𝐫𝐚𝐥 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬
🎯 𝐌𝐲 𝐌𝐢𝐬𝐬𝐢𝐨𝐧:
To 𝐬𝐢𝐦𝐩𝐥𝐢𝐟𝐲 𝐟𝐢𝐧𝐚𝐧𝐜𝐞, 𝐚𝐦𝐩𝐥𝐢𝐟𝐲 𝐰𝐞𝐚𝐥𝐭𝐡, and help every individual experience the power of 𝐢𝐧𝐟𝐨𝐫𝐦𝐞𝐝, 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠— backed by trust, knowledge, and long-term vision.
🔗 𝐋𝐞𝐭’𝐬 𝐁𝐮𝐢𝐥𝐝 𝐖𝐞𝐚𝐥𝐭𝐡 𝐰𝐢𝐭𝐡 𝐖𝐢𝐬𝐝𝐨𝐦. 𝐓𝐨𝐠𝐞𝐭𝐡𝐞𝐫. Expert Mutual Fund & Wealth Management for a Secure Future







Rajkot Nippon Family

JNVU Jodhpur

New Branch Opening - Mr Shalin Shah

With MFDs



With MFDs



At Mumbai -ADAG - Reliance House




With MP- Hanuman Beniwal and Dr Ramesh








Good thing Happens in Office

With Friends

Nippon Team

Me and Susmit Misra (Incread Head)


With Sunil Singhania ( Founder - Abakkus)
Money Mastery Minute with Rajesh
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