Y&G Financial Services Pvt Ltd - Life Insurance Agents
Member since Aug 30, 2016
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About Me
We Y&G provide the dedicated assistance of Family Office to look after the gamut of financial and non-financial requirements of corporate professionals who are at the zenith of their empire. We also seek to educate the first time investors, so that they too may climb the ladder of financial success.
We aim to simplify the investment planning process by integrating all aspects of your financial life – tax, estate and investments – into a single comprehensive plan.
Our purpose is not to serve your needs just once and stop at that. That would mean the termination of any propinquity thus developed. We believe in building a long term relationship with our clients based on trust.
Hence, our continuous efforts lie in the evaluation of all asset classes; conscientious selection of managers, followed by continuous supervision of their work.
About Work Experience
Strong lineage and commitment to the business
Y&G Group has grown into a diversified business group in the last few years. The business of financial products distribution is the flagship business of the group, and it remains at the heart of Y&G Group. The management and team at Y&G share an extraordinarily strong vision for the business and are committed to further strengthening and expanding. Y&G Wealth also gets complimented and benefited by the growing presence of Y&G Group in other businesses.
Customer-Centric Approach
The work culture of Y&G Wealth is geared toward helping Clients win with solutions covering all critical areas of success. Be it Y&G Wealth Partners or their Clients, Y&G's continuous focus has been to design, deliver and enrich our value-proposition in the areas of product & service offerings, operational excellence, service quality, technology, governance, and more. The business and wealth management ideas and strategies propagated at Y&G are also centered around sound, proven principles that serve the best interests of the Clients. With the continued trust of our clients, we are confident to steadfastly maintain the course of building strong customer relationships and experience.
Effective use of technology
At Y&G we have constantly tried to see technology as an enabler to meaningfully deliver the most critical and relevant needs first. With our rich experience, understanding, and an in-house team we have custom-built our entire platform to match customer needs. Our integrated technology setup covers a gamut of business areas including customer offerings like online desks to the critical operations processes and all-important areas of business management. Y&G also has adopted global standards and best practices in information security, customer privacy and network, and infrastructure management. The effective use of technology has helped us to manage business growth and deliver solutions in a reliable, effective, and secure fashion.
Why Y&G
Controls through well-defined processes
Y&G Wealth takes governance, compliance, and risk management as equally important business areas in addition to customer solutions and operational excellence. The culture at Y&G has evolved over the years to be H3 policy, process and systems-oriented. We have put H3 internal controls and monitoring mechanisms in place on one hand, while removing Peoples's dependency and atomized processes on the other. We continue to evolve our controls and processes to mitigate business risks, offer standard services, enhance productivity, and improve customer experience and satisfaction.
Access to multiple products, single-window solutions
Y&G provides easy access to a wide range of financial and non-financial products in diverse asset classes. The products are available to the Clients of Y&G Partners. The product basket available includes all mutual funds schemes; direct equity, ETFs, PMS, and fixed income products like banks, NCDs, Company Deposits, and real estate properties. In addition to products, Y&G also offers the services of Demat and Trading account with on-line and Call & Transact facility and also mobile trading service in mutual funds. The product & service basket is enough to meet the needs and build the entire portfolio for any retail, HNI or corporate client.
Experience & Qualification
Qualification
MBM
Experience as an Advisor
12 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Gold Loan
Loan Against Property
Consumer Finance
Share Tips & Trading Tools
Property Management Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Y&G Financial Services Pvt Ltd
Q501, Mayur Nagari, Phase 2,
Pimple Gurav,
Pimple Gurav,
Pune,
Maharashtra, 411061
LICENSE
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Mutual Fund -
ARN No.
ARN-109087 - Validity -
10-02-2022
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