Because Your Opinion Matters
Firm’s Profile Disruptive Investment Advisory startup – Ample opportunity to grow professionally in BFSI , one of the fastest growing sectors of Indian economy. We are Investment/ Portfolio advisory startup based out of New Delhi. Founded in 2017, the firm through Mohit Kumar (SEBI Reg No- INA 100008726) offers disruptive & innovative Portfolio/ Investment advisory solutions in Equity, Mutual funds, Financial Planning, Wealth Management, Financial education and other related services through Online and Offline Mode. Founder’s Profile With more than 14 years of experience in Financial services/Marketing domain, Founder has done Post Graduate Executive Program in Financial Markets from National Institute Of Financial Management an autonomous institute of Ministry of Finance, Government Of India, An MBA in Business Management from IMT. He holds a BTEC in Business from Edexel International UK. A BAT certified professional from Bloomberg in Singapore. He has been himself part of training & mentorship program with CITIGROUP, PHILIP CAPITAL, SBI CAPITAL, ICICI SECURITIES AND BLOOMBERG. He has presented concepts on Wealth Creation to more than 50 renowned MNC’S and PSE’S in India- like Maruti Suzuki, Samsung Electronics, Heromotocorp, Indian Oil Corporation, TATA Motors, Moserbaer, HCL Tech, Aptaracorp, Nielsen, Times Of India, Hindustan Times etc.