Jan 2018 – Dec 2020 · 2 yrs 11 mos · Mumbai, Maharashtra, India

• StreetsAhead is a partnership between 2 stalwarts in their respective industries, Ambition Learning Solutions in B2B education management in the BFSI and Cafe Mutual in media in the Mutual Fund industry. StreetsAhead focuses on disseminating quality education to the entire Mutual Fund eco system.

Jan 2014 – Present · 12 yrs 3 mos · Borivali · Hybrid

• FPA is the largest training provider of various international certification programs. Using state of the art technology, these programs are delivered in Physical, Online and Video sessions. FPA is physically present across 14 locations in the country & growing.
• International Certification's we train for,
• (1) Certified Financial Planner (CFP)
• (2) Chartered Financial Analyst (CFA)
• (3) Association of Chartered Certified Accountants (ACCA)
• (4) Certified Management Accountant (CMA) (USA)
• (5) Certified Public Accountant (CPA) (USA)
• (6) Investment Banking Operations (CISI)

Jan 2014 – Mar 2021 · 7 yrs 2 mos · Borivali

• SRE Wealth is a sister concern of the SRE group, a financial services conglomerate having businesses across Stock Broking, NBFC, Education & Investment Management. SRE with its 30+ years of investment management experience, operates across 140+ locations, 200+ employees, 400+ active sub brokers & manages 3400 cr. worth of assets.
• SRE Wealth was formed with a focus on curating a detailed and progressive investment portfolio which is just right for you. We manage wealth for you & your business across Equity, Fixed Income, Gold & Real Estate.
• At SRE Wealth we believe in the client first approach. Our relationship managers are focused only on making clients experience seamless, transparent and have no sales targets. Our no manufacturing approach helps us to be completely unbiased in our advice. We research & our clients benefit.

Mar 2011 – Present · 15 yrs 1 mo · Mumbai Metropolitan Region · Hybrid

• ALS is the largest organised player in the BFSI training industry. ALS specialises in the below 3 areas,
• (1) Corporate Trainings - We train employees & third party distributors of Banks, Mutual Funds, Insurance Companies & Stock Broking Houses. Along with imparting trainings around the mandatory NISM exams, ALS has a bouquet of 45 customised programs it can deliver in multiple languages across the country
• (2) Investor Awareness Programs (IAP) - ALS is equipped to manage end to end solution for investor awareness programs across the country. ALS conducts upwards of 3,000 IAPs each year for Mutual Funds, Stock Exchanges, Depositories & Regulators across Students, Faculties, PSU, Corporates, Associations & Open Networks.
• (3) Continues Professional Education (CPE) - ALS is amongst the only 5-6 national players awarded by NISM to conduct the Continuous Professional Education Program. ALS conducts CPE workshops for BFSI participants.

Jan 2011 – Dec 2013 · 2 yrs 11 mos · Mumbai Metropolitan Region

• Ambition Financial Planners is a fee based financial planning firm.

Apr 2009 – Mar 2011 · 1 yr 11 mos · Mumbai, Maharashtra, India

• Vantage Corporate Services Ltd., the company established in 1991, is headquartered in Mumbai.
• The company acted as a,
• Securities Exchange Board of India (S.E.B.I.) registered Merchant Banker
• Registered with the Reserve Bank of India (R.B.I.) as a Non Banking Finance Company (N.B.F.C.).
• Vantage Corporate Services Ltd. is listed on the BSE Ltd. & Ahemadabad Stock Exchange (A.S.E.).
• Vantage Corporate Services Ltd. has been partnering with its clients to provide Financial Consultancy and Investment Advisory Services.
• Gradually, it diversified into different verticals of Education & Stock Broking. Vantage has adopted a mature model for sustaining and accelerating growth by managing business opportunities across horizons. The diversified entity is guided by experienced and efficient team of professionals.