Amit holds a Bachelor’s degree in Electrical Engineering and is a distinguished MBA graduate with a Gold Medal. He is a highly accomplished financial planner, and an esteemed expert in Investment advisory. He is an adorable public speaker and an esteemed educational mentor. His base of operations is located in Ahmedabad, India.
With an extensive professional journey spanning over 25 years, Amit has contributed his expertise to renowned organizations such as Reliance Industries Ltd and General Motors (India) Ltd. He subsequently embarked on an entrepreneurial path dedicated to shaping young and youthful minds to achieve their aspirations to be an MBA from the world’s best Institutions in a journey spanning over 17 years where he with his very versatile and highly experienced team coached and guided over 20,000 students to achieve their aspirations.
Equity & Debt Mutual Funds
1. SIP (Systematic Investment Plan)
2. Lumpsum Investment Plan
3. STP (Systematic Transfer Plan)
4. SWP (Systematic Withdrawal Plan)
Risk Management and Tax Efficient Wealth Creation
1. Term Plan for Risk Management
2. Traditional Plan for Savings
Channelization & Risk Management
3. ULIPs ( Unit Link Insurance Plans) for
Wealth Creation and risk management
Cover medical expenses that arise due to an illness.
1. Reimbursement of medical costs, provide compensation
in case of disability or death caused by accidents
2. No matter how much you are earning or
how much you have saved, your financial
position can be dented by an unexpected
event in a moment.
Bonds issued by Government entities
and Corporates
1. Secured Corporate & Government Bonds
2. 54EC Capital bonds
3. Non Convertible debentures through
IPO and Secondary Market
PMS (Portfolio Management Services) is ideal for investors seeking customized investment portfolios that are tailored to their specific financial goals and risk tolerance. It caters to individuals with higher investment capacities, offering personalized attention, active management, and a diverse range of investment strategies.
Alternative Investment Funds (AIFs) are pooled investment vehicles that allow investors to diversify their portfolios by investing in asset classes beyond traditional stocks and bonds. These funds typically include investments in private equity, real estate, hedge funds, commodities, and infrastructure, among others.
