About
Profile : NILESH TAWDE INVESTMENTS
Proprietor : NILESH RAMCHANDRA TAWDE
Address : 602, Dattaprasad Society, Nancy Colony, Opp Shani Temple, Borivali East, Mumbai 400066.
Email : nilesh0630@gmail.com
Mobile No: 9324543832
Mutual Fund ARN: ARN-135147 EUIN: E226363
Past Employer : LIC Mutual Fund for 20 years of experience in sales and servicing.
My Journey:
My association with the Mutual Fund (MF) Industry spans for more than 20 years. During the stint, I have gained valuable experience and in-depth knowledge about the Mutual Fund industry. My forte lies in sales and in my earlier employment I have successfully handled portfolios at key positions levels;
– Branch Manager
– Regional Head
– National Head- Institutional Sales
– Head Alternate Channel
My result oriented approach and “Can-Do” attitude has earned me various accolades and appreciation in all the positions that I held. On institutional Front: Mutual Fund offers wide range of products which helps in efficient treasury management for corporates and SMEs. While handling the assignment of regional head and national head institutional sales I guided many small big companies to get them on board for their treasury management through mutual fund products. I helped them on documentation for internal board mandate to invest in MFs, their corporate KYCs documentation and execution of investment and disinvestment transactions.
On HNI Investors front :
I have worked for good number of HNIs for their proper asset allocation to manage the cash flow and wealth creation. Proper asset allocation is key to eliminate concentration risk and efficiently managing the cash flows.
On Retail Front :
While in mutual fund industry I worked on B2B set up, motivating the various distribution networks to get business for mutual fund. While in my own venture I will be working on B2C set up also for retail business.
Our Team :
We have 4 sales executives , 8 sub brokers from insurance field , one back office executive and one official for marketing and publicity. We will be adding few more headcounts in coming months Through our another entity “Opulence Education” we intend to do series of investor awareness programs for employees of corporates to create financial literacy among the retail investors. Brining awareness about Mutual Funds as a tool to help them achieve their financial goals and wealth creation.
Systematic Investment Plan (S.I.P.) in equity mutual fund is the key to create wealth over a long term. Our goal is to generate 50000 SIPs in the next 7 years. This goal will be accomplished with proper hand holding with our prospective clients in their financial planning. We wish to reach out to maximum number of people, for which we have posted a lot of useful information on our website, about various Asset class and Risk Cover products. We will be regularly posting informative and educational videos on our YouTube channel , sharing knowledge and experienced that I have acquired during the last 2 decades. We also intend to offer internships to Students and conduct training sessions for youngsters to create awareness on Mutual Funds. This will also help them start their own career in the financial market.
OUR
Services We Offer
Videos
We are Social
For More Details Visit Our Website
Contact Us
ADDRESS
Office : 602, Dattaprasad Society, Nancy Colony, Opp Shani Temple, Borivali East, Mumbai 400066.
Phone Numbers
Mobile : +91 9324543832
Email : nilesh@nileshtawde.com
PC:google
