Ashish kumar Modi - Mutual Fund Distributors
Member since Jun 23, 2013
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About Me
Welcome to Wealth Builders Investment Services, where financial expertise meets a commitment to excellence.
I am Ashish Kumar Modi, Founder of Wealth Builders Investment Services, bringing with me over two decades of enriching experience in the financial industry.
My professional journey includes pivotal roles at reputed institutions such as Anand Rathi and Emami Ltd., which not only deepened my understanding of wealth management but also strengthened my passion for crafting tailored financial solutions for diverse client needs.
Academically, I hold a Bachelor’s degree in Commerce (B. Com), a Master’s in Marketing (M.S. Marketing), and am a Chartered Financial Analyst (CFA). In addition, I hold multiple NISM certifications in Wealth Management, Derivatives, and other financial domains—ensuring that my knowledge remains sharp and relevant in an ever-evolving market.
At Wealth Builders, we are guided by the values of integrity, transparency, and excellence. Our mission is to empower individuals and businesses to navigate the complexities of wealth management with clarity and confidence—offering personalized solutions aligned with their unique financial aspirations
About Work Experience
We are into financial services business since May 2007. We provide goal based solutions and specializes into Mutual funds solutions. Also We can provide short term as well as long term bonds of PSU and Private companies (secured only) for higher than FD returns. Further we deal in P.M.S and A.I.F basket and most interesting we also provide full services for IEPF, Lost shares, Mutual funds, bonds etc for Cuttack and Bhubaneswar.
Experience & Qualification
Qualification
CFA, M.S MARKETING
Experience as an Advisor
22 Years
Total work Experience
18 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Affiliations
- BNI
Awards & Recognition
-
Platinum Partner for Nuvama for 22-23
Address
Ashish kumar
C/o Wealth Builders Investment Services,
Infront of Indian Bank,
Choudhury Bazar,
Cuttack,
Orissa, 753001
LICENSE
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Mutual Fund -
ARN No.
51787 - Validity -
03-07-2027
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