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Ghanshyam  Bhavsar  | AwealthZ Finserve LLP | JaipurGhanshyam  Bhavsar  | AwealthZ Finserve LLP | Jaipur

Ghanshyam Bhavsar

AwealthZ Finserve LLP•Jaipur
E-871 Second Floor Behind Jagdamba Tower Amrapali Circle Vaishali Nagar ,
Jaipur, 302021
E-871 Second Floor Behind Jagdamba Tower Amrapali Circle Vaishali Nagar , Jaipur, 302021
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About

AwealthZ Finserve is a two year old startup is founded by Mr. Ghanshyam Bhavsar, CFP (Certified Financial Planner) & PGDBM in Finance, having 18 years of extensive experience in the financial industry. He had his stints with renowned financial institutions like Bajaj Capital, HSBC, Bank Of India Mutual Fund. He is also a gifted public speaker delivering informative and engaging speeches at various educational institutions and financial awareness programs. AwealthZ Finserve is a bootstrap company having offices in 5 cities managing 80 crore assets of investors. He aims to impart financial education to investors by building long term relationships through this financial advisory firm. Vision of ‘one team, one goal ‘which makes him a solid rock of an establishment. Mr. Ghanshyam Bhavsar’s spouse Sonali Bhavsar who is founder of Purelate Confectionary – customized cakes business. She is among the top customized cake specialist of Jaipur city.

Practice at a glance

20
Years of Experience
600
Families Served
₹80
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

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

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

Complimentary Services

Get any of the free services to experience working with Ghanshyam .

Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check