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Bhasker Tiwari | Univesto Capital Private Limited  | MumbaiBhasker Tiwari | Univesto Capital Private Limited  | Mumbai

Bhasker Tiwari

Univesto Capital Private Limited •Mumbai,MH
Univesto Capital, AWFIS, 5th Floor, Raheja Titanium, Western Express Highway, Goregaon East,
Mumbai, MH, 400063
Univesto Capital, AWFIS, 5th Floor, Raheja Titanium, Western Express Highway, Goregaon East, Mumbai, MH, 400063
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About

Experienced Founder with a proven track record in the investment management industry. Successful in spearheading acquisition and cross-sell verticals, and managing business development teams for Indian and multinational financial institutions. Proud of delivering innovative solutions and driving business growth. Bhasker has further enhanced his skills through the 'Executive Programme in Fintech and Financial Blockchain' at IIM, Kolkata. Recently achieved CFP certification from FPSB, USA. Excited to connect with like-minded professionals, exploring opportunities to collaborate and make a positive impact in the industry. Recognized by BFSI Congress and ET Now, named one of the 'Top 101 Most Influential BFSI Leaders in India' in 2020.

Practice at a glance

20
Years of Experience
190
Families Served
₹245
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

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Invest for Goals
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Bhasker Tiwari.

Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
Retirement Readiness Check