Milind Kesarvani

Co-Founder

Prayagraj, Uttar Pradesh, India1 yr 7 mos experience

Key Highlights

  • Over 5 years of experience in financial services.
  • Expert in goal-based financial planning and investment strategies.
  • Co-Founder of a successful investment consultancy.
Stackforce AI infers this person is a Fintech expert specializing in investment management and financial advisory.

Contact

Skills

Core Skills

Financial AdvisoryFinancial PlanningInvestment ManagementHuman Resources (hr)RecruitingMutual Funds

Other Skills

Personal FinanceEquitiesRisk ProfilingAsset AllocationInsurance PlanningRetirement PlanningHR ManagementHR PoliciesTraining and Development (HR)HR StrategyCommunicationInterpersonal SkillsGoogle SheetsPortalsNaukri

About

Investment professional with a purpose — I read portfolios like stories and markets like movements. With over 5+ years in the financial services industry, I’ve learned that wealth creation isn’t just about numbers, it’s about discipline, vision, and the power of compounding over time. As Co-Founder, MD & Investment Consultant at MR Kesarvani Investment Solution, my mission is simple — to make investing structured, strategic, and stress-free for every investor. I specialize in Financial Advisory and Comprehensive Financial Planning, helping individuals and families align their money with their life goals. Whether it’s building wealth, protecting capital, planning retirement, or creating tax-efficient strategies — I design solutions that are practical, personalized, and performance-oriented. My expertise spans across: • Mutual Funds (for short-term as well as long-term investors) • SIF • Insurance (Term Life & Health) • Financial Planning I strongly believe Mutual Funds are not just products — they are powerful vehicles of disciplined wealth creation when guided correctly. From first-time investors to seasoned market participants, I work closely to ensure clarity, confidence, and consistency in their investment journey. For me, financial consulting is more than transactions — it’s about building trust, creating long-term relationships, and helping clients grow with confidence in every market phase. Beyond business, I remain committed to continuous learning, market research, and evolving strategies — because in finance, growth is not optional, it’s essential.

Experience

1 yr 7 mos
Total Experience
1 yr 1 mo
Average Tenure
5 mos
Current Experience

Mr kesarvani investment solution

Co-Founder, Managing Director & Investment Consultant

Dec 2025Present · 5 mos · Prayagraj · Hybrid

  • As Co-Founder & Investment Consultant at MR Kesarvani Investment Solution, I help individuals, families, and business owners build disciplined, goal-based financial strategies.
  • With a focus on long-term wealth creation and capital protection, I specialize in:
  • Mutual Fund & SIP Planning
  • Goal-Based Investment Strategy
  • Risk Profiling & Asset Allocation
  • Insurance & Risk Management Planning
  • Retirement & Child Education Planning
  • Portfolio Review & Rebalancing
  • My philosophy is simple — investments should be structured, strategic, and aligned with life goals, not driven by emotions or market noise.
  • At MR Kesarvani Investment Solution, our mission is to simplify finance, create clarity, and help clients grow their wealth with confidence, discipline, and consistency.
  • If you're serious about building wealth the right way, let's connect.
Investment ManagementMutual FundsPersonal FinanceFinancial PlanningFinancial AdvisoryEquities

Property atm (powered by kezan inc.)

Human Resources Executive

Apr 2025May 2025 · 1 mo · Lucknow, Uttar Pradesh, India · On-site

Human Resources (HR)HR ManagementHR PoliciesTraining and Development (HR)HR Strategy

Where u elevate

Recruitment Associate

Jan 2024Mar 2025 · 1 yr 2 mos · Noida, Uttar Pradesh, India · Hybrid

  • Recruiting Candidates from different job portals, screening resumes, conducting interview rounds, conducting meetings, and managing teams and Client Handling.
CommunicationRecruitingInterpersonal SkillsGoogle SheetsPortalsNaukri+5

Thinkwht

Human Resources Intern

Sep 2023Dec 2023 · 3 mos · Remote

  • Recruiting Candidates from different job portals, screening resumes, conducting interview rounds, conducting meetings, managing teams, sending offer letters, and maintaining Excel sheets.
Team BuildingInterpersonal SkillsTeam ManagementHuman Resources (HR)LeadershipCommunication+2

Sidalceas edutech

Human Resources Intern

Jun 2023Jul 2023 · 1 mo · Prayagraj · Remote

  • Recruiting Candidates from different job portals and sharing resumes with the hiring team.
  • Creating posters for internship hiring using Canva.
Analytical SkillsMicrosoft WordCanvaHR ConsultingNegotiationRetail+6

Prudent corporate advisory services ltd.

Mutual Fund Distributor

Sep 2021Jan 2024 · 2 yrs 4 mos · Prayagraj, Uttar Pradesh, India · Hybrid

  • Worked as a Mutual Fund Distributor and sales of Financial products like Shares, SIP, MF, and Liquiloans. Also done Advisory, Financial Literacy Programs, Financial Planning, and Consulting.
Mutual FundsConvincing PeopleCustomer RetentionCustomer ServiceNegotiationPresentation Skills+5

Education

Amity University Online

Master of Business Administration - MBA — Accounting and Finance

Jul 2023Jul 2025

United Institute Of Management

Bachelor of Business Administration - BBA

Jan 2020Jan 2023

Ewing Christian Public School

Jan 2005Jan 2020

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