AwealthZ Finserve LLP - Mutual Fund Advisor in Vaishali Nagar, Jaipur

AwealthZ Finserve LLP - Mutual Fund Distributors

Member since Jul 7, 2025

9828511664

awealthzfinserve@gmail.com

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About Me

AwealthZ Finserve LLP is founded by Mr. Ghanshyam Bhavsar, CFP (Certified Financial Planner) & PGDBM in Finance, having 18 years of extensive experience in the financial industry. He had his stints with renowned financial institutions like Bajaj Capital, HSBC, Bank Of India Mutual Fund. He is also a gifted public speaker delivering informative and engaging speeches at various educational institutions and financial awareness programs. He aims to impart financial education to investors by building long term relationships through this financial advisory firm. His strong academic background & immense market knowledge on Mutual funds, Life Insurance, Health Insurance etc. makes him a reliable consultant and his other traits include strong leadership, team management, networking, having futuristic approach and vision of ‘one team, one goal ‘which makes him a solid rock of an establishment.

About Work Experience

18 years of experience in financial services industry. Detailed experience in Investment Advisory (Equity Broking/Mutual Funds/Life Insurance/General Insurance/Fixed Income Products), portfolio Management, Financial Planning of individual as well High net worth clients. Major Focus Product category is Equity broking and Life Insurance from Revenue point of view. Acquired strong skills of dealing with all kind of customer grievances, assessing their problems and solve them. Professional knowledge of all kind of investment products such as mutual funds, life insurance, general insurance and fixed income products. Hands on experience of client acquisition and business mobilization. Complete knowledge of geography in order to strategize business planning. In depth knowledge of competitors in assigned territory. Managing disclosures of dealings to Franchise with regard to client dealings, promotion of their business activities, constitution of their companies, risk containment measures taken, collection of adequate margins for both capital market and derivative members. Conducting market analysis to assess prevalent financial & economic environment, identify business risks & implement effective mechanisms to mitigate the same. Granting Investment Advisory Services and Portfolio Construction for Premium HNI clients regarding Security Analysis- Derivatives, commodities and Fixed Income Securities. Specialties: team management and Investment advisory products

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