My Mission is to be the friend philosopher and guide to our clients in their pursuit of wealth preservation and maximisation. I believe in keeping the interest of clients at the top priority. I believe that my clients are an extension of my family so I go out of my way to provide the highest level of customer service.
I believe in providing simple asset allocation solutions to the complex requirements of Retail and HNI clients. My Strategically credible approach of investing in various products makes the clients portfolio hedged along with maximizing wealth.
I believe in knowledge sharing and providing appropriate solutions to the investor’s need. I guide and do the handholding of my clients for investment in different asset classes, so that they spend very less time on money management and get best returns out of their investments.
Jitendra Joshi has collective experience of fifteen years in the field of Capital Markets & Derivatives. After completing CMA qualification in the year 2003 he chose to pursue his interest in Equity markets over corporate sector. He gained experience of different aspects of financial markets including Technical Analysis, Fundamental Analysis, Portfolio management Arbitrage and Jobbing.
He Adapted quickly to the changing times & financial markets across the segments putting him in a position to provide the much-needed expertise that every client look for in their wealth management and maximization pursuits.