Greetings of the day,
I, Yeshwant Shingwekar, AMFI-Registered Mutual Fund Distributor present my firm, 'Prosper Finmart' which has been consistently working since November 2015 to help people find their financial freedom.
An ambitious MBA in Marketing from Pune University, I've secured 25 years of sales and marketing experience at a senior level with revered brands such as FMCG major Union Carbide India Ltd(Eveready), United Televisions (TSN), Prince Plastic Group(Prince) and Shriramlife Insurance Co Ltd. With varied research and professional endeavors across multiple industries, I'm also a certified Chartered Wealth Manager (CWM®) from American Academy of Financial Management.
Helming from a higher ladder of corporate hierarchy in the insurance industry for 10 long years, I've understood the perfect formula of a beneficial economic portfolio. Bridging the gap of a customer-centric wealth consultant in the market, I decided to embark on my own venture to impart my sincere and ethical monetary expertise gained throughout all these years to my clients. With such a powerful exchange of knowledge, there has been no looking back!
Since I started my own firm, 'Prosper Finmart' in November 2015, I've helped several individuals define, achieve and redefine their financial goals as their wealth consultant. In this manner, I've been able to grow more in sync with the in-depth insights of my consumers and the market while offering them one-on-one attention. Hence, further clarity has been established in building trustworthy relationships and what they want.
With extensive wealth consultancy experience, I mentor my clients every step along the way to fetch what they need. My services include budgeting, cash flow management, insurance planning, goal-based investment planning, tax planning and estate planning. The USP of my firm stems from my belief to only recommend a practical option for my client rather than forging a commercialized go-to solution. My personal opinion is based on a product's valued utility from my client's perspective.
Hence, my 'client first' motto currently serves 276 families in their desired financial pursuits. However, my objective is to take this number up to 2000 families by 2025. The reliable outlook and direct communication only facilitate the best from both ends! I also work with MSME for proper cash flow management and budgeting to improve their overall profitability.