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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
Continue readingWe 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.
Continue readingI started my career as an Insurance agent in December 2001. In 2002 I also took agency of general insurance.
Continue readingI am Ratnakar R Sagare, working with an Indian multinational IT giant. I have around 17+ years of IT experience.
Continue readingI 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.
Continue readingI 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
Continue readingThe 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.
Continue readingAfter 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.
Continue readingI 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
Continue readingI am Naveen Gupta, an engineering graduate with 14 years experience in IT industry. In 2014, I quit my job and decided to follow my passion in investments. I started mutual fund distribution business...
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