After completing my BA (Honors) in Mathematics from Kirorimal College, Delhi University and Diploma in Marketing from Delhi, I joined the premier & the largest financial Institution of the country during 1980’s, UNIT TRUST of INDIA (UTI) in the year 1987.
From Day one, working with UTI was a very rich experience. I got to work in various departments of the Institution that were, Advertisement, Operations, Sales, and Business Development.
In the year 2003, UTI was divided into two parts. The first went to the Government of India that comprised of all the assured schemes and was called SPECIFIED UNDERTAKING of the Unit Trust of India (SUTI) and other one was called UTI Mutual Fund.
I also worked with the ING Group for about a year as a Branch Head in Agra for ING Mutual Fund. This allowed me to experience the MNC Culture as the Dutch ING Group had purchased an equity stake in the Vysya Bank. Also, this was the first merger between an Indian and a Foreign Bank.
In 2004, I decided to quit my job, and started as an IFA for distributing the financial products as per the goal, time horizon and risk appetite of the Investors.
The knowledge and experience helped me grow in my career.
I started interacting with Fund Managers, AMC’s product heads and now receive regular information about the products via emails, periodicals, webinars, and by attending the conferences and seminars. Also, I added Health and Life insurance in my bouquet to make my clients aware about the importance of Insurance.
My business is my passion. I am always willing to take new challenges and making my customers feel comfortable is my main motto. My clients are now versed with the investment terminology like Risk, Inflation, Power of Compounding, Asset Allocation and Objective of Investments and Goals etc.
I am a Chairman’s Club member with the UTI Mutual Fund since inception of my business, and have received many awards from various personalities including the Chairman of Unit Trust of India, Mr. U. K. Sinha, who later became the SEBI Chairman.
Today, my esteemed clients include Civil Servants, Police Officials, HNI’s and retail investors.