Dinesh Ajwani Cfp Cm Email & Phone Number
Who is Dinesh Ajwani Cfp Cm? Overview
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Dinesh Ajwani Cfp Cm is listed as CEO and Co-Founder at BlueGrid Financial Services LLP, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Dinesh Ajwani Cfp Cm.
Dinesh Ajwani Cfp Cm previously worked as CEO & Co-Founder at Bluegrid Financial Services Llp and CEO at Cre-Loan.Com. Dinesh Ajwani Cfp Cm holds Certified Financial Planner, Financial Planning And Investment Management from Fpsb.
Email format at BlueGrid Financial Services LLP
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About Dinesh Ajwani Cfp Cm
Rich experience of 2+ decades in Investment Advisory, Financial Services & Real Estate Financing : - Financial Planning- Wealth Advisory Services to HNI & Ultra-HNI Investors, - Portfolio Analysis and Monitoring,- Research of Investment Products- Real Estate Advisory, Capital Markets and DistributionProducts Coverage : Cre-Loans: Commercial Real Estate Loans BlueGrid: MFs, PMS, Fixed Income, Alternate Investment Products (AIF), Insurance (Risk management only), Real Estate, Structured Products, Estate Planning, Fund RaisingEducation: MBA & Certified Financial Planner.
Listed skills include Capital Markets, Retirement, Wealth Management, Analytics, and 13 others.
Dinesh Ajwani Cfp Cm's current company
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Dinesh Ajwani Cfp Cm work experience
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Ceo & Co-Founder
BlueGrid provides bespoke Investment services to its Clients. We offer personalized service for every aspect of your financial need.We are professionals, with rich experience in wide area of investments, research & financial services and we approach every relationship with Care | Confidentiality | Integrity | TransparencyWe leverage our vast experience, expertise and knowledge for a client-centric and holistic approach to financial guidance that reflects priorities, values and life circumstances.
Ceo
Cre-loans is a dynamic & unique marketplace connecting Commercial Property Owners with an expansive network of lenders. In collaboration with Propstack, we have successfully covered an impressive 1 billion square feet of pre-leased assets across nine major Indian cities, including Mumbai, Pune, Bangalore, Chennai, Hyderabad, Gurgaon, Noida, and Kolkata.
Deputy Principal, Fund Raising (Aif & Pms)-Re & Sector Agnostic, Direct Real Estate, Capital Markets
Head - Product Research And Advisory (Wealth Management)
Head - Product And Sales - Mutual Fund Amc
Vice President & Head - Third Party Products, Wealth Management
Oct 2006- March 2008 - AVP - Regional Advisor - Mutual Funds, MumbaiApril 2008 - May 2009 - AVP - Insurance - National Product and Advisory HeadJune 2009 - November 2010 -VP & National Head - Third Party Products
Avp - Wealth Management
Sr Rm & Team Leader - Financial Planning Group
Rm - Private Client Group, Wealth Management
Dinesh Ajwani Cfp Cm education
Certified Financial Planner, Financial Planning And Investment Management
Management Degree, Finance & Marketing
Inter - Ca, Finance, Accounts And Tax
Frequently asked questions about Dinesh Ajwani Cfp Cm
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What company does Dinesh Ajwani Cfp Cm work for?
Dinesh Ajwani Cfp Cm works for BlueGrid Financial Services LLP.
What is Dinesh Ajwani Cfp Cm's role at BlueGrid Financial Services LLP?
Dinesh Ajwani Cfp Cm is listed as CEO and Co-Founder at BlueGrid Financial Services LLP.
Where is Dinesh Ajwani Cfp Cm based?
Dinesh Ajwani Cfp Cm is based in Mumbai, Maharashtra, India while working with BlueGrid Financial Services LLP.
What companies has Dinesh Ajwani Cfp Cm worked for?
Dinesh Ajwani Cfp Cm has worked for Bluegrid Financial Services Llp, Cre-Loan.Com, Piramal Fund Management Private Limited, Capital First Ltd, and Motilal Oswal Asset Management.
How can I contact Dinesh Ajwani Cfp Cm?
You can use AeroLeads to view verified contact signals for Dinesh Ajwani Cfp Cm at BlueGrid Financial Services LLP, including work email, phone, and LinkedIn data when available.
What schools did Dinesh Ajwani Cfp Cm attend?
Dinesh Ajwani Cfp Cm holds Certified Financial Planner, Financial Planning And Investment Management from Fpsb.
What skills is Dinesh Ajwani Cfp Cm known for?
Dinesh Ajwani Cfp Cm is listed with skills including Capital Markets, Retirement, Wealth Management, Analytics, Insurance, Commercial Lending, Marketing Strategy, and Mutual Funds.
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