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AJAY BANSAL | Crorepati Bhava | PuneAJAY BANSAL | Crorepati Bhava | Pune

AJAY BANSAL

Crorepati Bhava•Pune,MH
Regus Business Centre, Level 6, Pentagon Tower 2, Magarpatta City, Hadapsar, Pune,
Pune, MH, 411028
Regus Business Centre, Level 6, Pentagon Tower 2, Magarpatta City, Hadapsar, Pune, Pune, MH, 411028
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About

As an IT Professional & Electrical Engineer, Ajay was associated with organizations like IBM & Sterlite Industries for over 21 years.While in IBM, he won awards like 'Top Talent' & 'Service Excellence' amongst others. He was chosen in Business Leadership Group (BLG),a pipeline of future leaders in Sterlite Industries.He specialized in Project Management along with SAP PM & MM modules. Over the years, Ajay kept his passion for Personal Finance alive by guiding family & friends with their financial & investment decisions and also helped his fellow professionals whenever they needed her inputs. In October 2017, to reach out to people beyond family and friends, he started his practice as a Personal Finance Professional in the name of Crorepati Bhava to help his clients with their finance and investment decisions. As a QPFP®, he helps his clients to articulate, prioritize & quantify their financial goals, manage their finances to enable them to save & investment for their goals.

Practice at a glance

6
Years of Experience
100
Families Served
₹55
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with AJAY BANSAL.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review