Finpotters is a unique Investment and Financial Boutique involved in extending services that creates wealth for its clients. We offer financial planning and various avenues to invest and grow your wealth in Mutual Funds, Loans and Advances, Bonds, etc.
In a short span of just 10 years, today, we have an Asset under Management of INR 250 Cr. from our esteemed clients.
In order to inculcate the discipline of savings in individuals and families’ for various life objectives and to start at the right age, we periodically undertake Education and Awareness programs on various topics.
We are keen and will be privileged to have an opportunity of conduction one such program for your employees and later for their families’.
Sharing how to secure ones financial well-being is one of the most important things that Finpotters consider while being in business.
(B.SC., PGDMSM, MBA)
(CFGP & Advance Financial Goal Planner – American Academy of Financial Management)
I am an effective and accountable high profile executive, consistently delivering mission-critical results. I am a young Management Professional with an experience of around 20+ years. A postgraduate in marketing and sales management, I have an excellent exposure to brand management, advertising, Digital Marketing, channel development, operations and business development.
I am being awarded a national award by HUL for our contribution (saharsh) towards children education.
Specialties:
Strategic Finance Management, Estate Planning and Taxation, Financial Goal Planning, Brand and advertising consulting, Networking and PR
Present:
Founder – Finpotters, a wealth creation boutique managing an AUM of 150 Cr. across various asset class (www.finpotters.com)
Director – eminds adcom private limited, a branding and advertising company serving around 35 clients in building their equity ( www.emindsglobal.com )
President – Saharsh, a Not-for-profit, working for underprivileged children education (www.saharshindia.org)
BA Economics, MBA
CFGP & Advance Financial Goal Planner – American Academy of Financial Management)
Principal Consultant – Finpotters, a wealth creation boutique managing an AUM of 150 Cr. across various asset class (www.finpotters.com)
Possesses rich experience 15 years across various verticals like Retail Banking, Customer relationship Management and Wealth management services.
Strengths:
FP Process:
FP Values:
FP stand for
Customer Service
Environmental Respect
Regulatory Integrity
Operational Excellence
FP Services:
1. Investments
a) Mutual funds
b) Corporate bonds
c) Bank bonds
d) 54EC bonds
e) Real estate structures
f) Portfolio management services
2. Loans & Advances
a) Home Loan
b) Commercial Mortgages
c) Project Finance
d) Cash Credit
e) Personal loan
f) Business loan
