2
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0
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0
Mid stage
1
Late stage
7y
Years active
Portfolio
1 investments · sorted by recency
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Investor
Sep 2019
Zerodha is an Indian financial services company (member of NSE, BSE, MCX) that offers brokerage-free equity investments, retail, institutional broking, currencies, and commodities trading. Founded in 2010, the company is headquartered in Bangalore and has a presence in nine Indian cities. It is also an official member of NSEs consultative committee for growing business.
Experience · 4 entries
All (4)
Investments (2)
Founder (1)
2024
Business Partner
Oct 2024
Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show.
Focus on a customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into a 12,000+ member team.
Today we are a well-diversified financial services firm offering a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance.
We have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions, and corporate clients. We are headquartered in Mumbai and, as of September 2022, had a network spread over 550 cities and towns comprising 2500+ Business Locations operated by our Business Partners, us, and 5.2 Million+ customers.
Research is the solid foundation on which MOFSL advice is based. Almost 10% of revenue is invested in equity research, and we hire and train the best resources to become our advisors. At present we have 25+ research analysts researching over 250 companies across 20 sectors. From a fundamental, technical, and derivatives research perspective, Motilal Oswal’s research reports have received wide coverage in the media.
Our consistent efforts towards quality equity research have reflected in an increase in the ratings and rankings across various categories in the AsiaMoney Brokers Poll over the years. We have also been awarded the Best Performing Equity Broker (National) at the CNBC TV18 Financial Advisor Awards for five years in a row & got inducted into the ‘Hall of Fame’ at the 10th Financial Advisory Awards 2019.
Founder
Oct 2024
At InvestWise, We are committed to delivering personalized and comprehensive financial strategies. Whether you need assistance with wealth management, retirement planning, financial planning, investment advisory, risk management, my team and I are here to provide expert guidance tailored specifically to your needs.
With a firm belief in building long-term relationships based on trust, integrity, and exceptional service, I strive to be more than just a financial advisor to my clients. I am their partner, dedicated to empowering them with the knowledge and tools necessary to make informed financial decisions.
As we embark on this exciting journey together, I look forward to connecting with individuals and businesses seeking to strengthen their financial futures. Lets work together to create a secure and prosperous tomorrow.
Feel free to reach out to me.
Thank you for visiting to our page, and I look forward to connecting with you soon!
#InvestmentEnthusiast #Investment #NTSEScholar #Business #Finance #PMS #Mutual Fund
2021
Investor
Nov 2021
Since its foundation in 2007, Moral Group Of Companies has become nationally acknowledged.
MGC is a diversified group of 32 companies with business interests in Pharmaceuticals, FMCG, Real Estate, Agro and Insurance.
MGC have a network of
125+ offices,
1500+ franchisees, and
24Lacs+ dedicated members/business associates all over India.
Our aim to build a better India constantly inspires us to provide superior products and services to our end users.
With over 16 years of action that proves our intention to transform India by making Indians economically independent and
prosperous.
2019
Investor
Sep 2019
Zerodha is an Indian financial services company (member of NSE, BSE, MCX) that offers brokerage-free equity investments, retail, institutional broking, currencies, and commodities trading. Founded in 2010, the company is headquartered in Bangalore and has a presence in nine Indian cities. It is also an official member of NSEs consultative committee for growing business.
