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.