My passion lies in helping you envision a financial future which goes beyond expectations and curating a bespoke financial plan that's tailor-made just for you. My goal is to empower you on your financial journey by offering coaching, dynamic presentations, and interactive workshops. I am dedicated to providing you with the knowledge and confidence needed to make wise and informed financial decisions. Together, we can work towards equipping you with the necessary tools to achieve financial success. Picture a future where financial worries are a thing of the past. I'm here to coach you about the power of strategic investments, and to pave the way for a secure retirement.
With a track record of serving over 600 families, I've been at the forefront of financial education. I've nurtured and guided individuals and families through their financial investments, transforming their aspirations into tangible realities. My expertise, cultivated over 20+ years in the financial industry, is your assurance that your financial goals are in capable hands. Together, let's build a financial portfolio that leads you to the future you deserve.
With a professional journey spanning more than 25 years, I have excelled in pivotal domains such as business development, marketing, finance and guiding expatriate clients. My steadfast commitment consistently places me at the forefront, where I excel at recognizing opportunities, cultivating alliances, and fostering growth for both clients and our organization.
With a remarkable 20 years of experience, my expertise spans a wide spectrum of critical areas, including HR Management, Talent Acquisition, Employee Engagement, Payroll Administration, and the seamless operation of our company.
With my unparalleled experience and commitment to excellence, I have ascended to the role of leading the Operations at Avenir Financial Services. I have spearheaded the company's growth and ensured its smooth functioning on every front.
Meet Manu, a seasoned professional with an impressive 15-year career in the financial services sector. Throughout his journey, Manu has consistently showcased exceptional expertise in the fields of financial planning, strategic portfolio construction, and risk management.
Manu's proficiency isn't confined to just one area; he possesses a profound understanding of Mutual Funds, Stocks, and Financial Derivatives. His extensive knowledge base allows him to navigate the intricacies of these financial instruments with ease.
One of Manu's standout talents is his ability to craft personalised financial solutions. He understands that every client has unique goals and aspirations, and he excels at tailoring strategies that align perfectly with their individual financial needs.
Indu, who plays a huge role in the operation of our company has an impressive 7 years of experience in the industry, she has earned her place as the Operations Manager, overseeing all aspects of transactions and mutual funds.
Indu’s expertise in managing transactions is unparalleled. Her in-depth knowledge of mutual funds, honed over years of dedicated service, is the bedrock upon which her team and clients rely. She's the go-to resource for intricate financial matters.
Muskaan, a dynamic professional who plays a pivotal role in ensuring seamless transactions, handling crucial cheques, and overseeing life insurance renewals.
With an innate ability to grasp new concepts swiftly and adapt to changing environments, Muskaan is the cornerstone of efficiency within the team. Her commitment to accuracy and her knack for staying updated with the latest industry trends make her a trusted asset in the financial world.
A fresher who has experience in Industrial psychology and comes from a Media and communication background.
He is the Executive Assistant to the MD and manages the Social media accounts.
He looks after the sales and marketing department of the company and has his expertise in editing and advertising.
