COMPANY PROFILE

"AMFI-Registered Mutual Fund Distributor"

Login  Inquiry Now

Page Title

Home / COMPANY PROFILE

Company Profile

Vivek Nagpal is an ace personal financial professional. He has more than 18 years of experience across banking, broking & mutual funds. He has worked with large institutions managing public & institutional money, to name a few Kotak Mutual Fund, DSP Investment Managers, Franklin Templeton, Sharekhan, etc.

Vivek is a B.E in Mechanical Engineering & an MBA specializing in Finance. He has conducted more than 100 Investor Programs bringing awareness amongst investors about personal finance. He has conducted training sessions for MFDS.

Link Name

Vivek has attained financial freedom at age of 40 & left corporate world in pursuit to help investors plan for their bright financial future.

Vivek has been conducting various training sessions on creating financial awareness among people. His mission is to help the investors achieve their financial goals through comprehensive financial investments, which is the foundation for securing financial independence.

Vivek means wisdom, he is a firm believer that “investment in knowledge is best investment”- per se educating the investor is the best help to achieve financial freedom.

If you are looking for a simple, unbiased and pragmatic approach to investments, you have arrived at the right place.

Mission

  • Have a positive impact on the lives of our investors by helping them achieve their investment objectives and peace of mind with their finances.
  • Help investors take informed investment decisions by educating them on nuances of personal finance.
  • Help investors achieve financial freedom.
Link Name

Vision

  • To build an enduring wealth management firm that can support multiple generations, is valued - trusted by investors and peers.
Link Name

Values That Drive Us

  • We serve our investors as a fiduciary – putting their interests first – with transparency and an investment approach based upon well-rooted, long-term philosophy, which is not influenced by market fads or media hype.
Link Name