Dinesh Ajwani Cfp Cm personal email
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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.
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Ceo & Co-FounderBluegrid Financial Services Llp Aug 2019 - PresentMumbai, InBlueGrid 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.
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CeoCre-Loan.Com Sep 2023 - PresentCre-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.
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Deputy Principal, Fund Raising (Aif & Pms)-Re & Sector Agnostic, Direct Real Estate, Capital MarketsPiramal Fund Management Private Limited Jul 2013 - Jun 2019 -
Head - Product Research And Advisory (Wealth Management)Capital First Ltd May 2011 - Jun 2013
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Head - Product And Sales - Mutual Fund AmcMotilal Oswal Asset Management Dec 2010 - Apr 2011
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Vice President & Head - Third Party Products, Wealth ManagementMotilal Oswal Securities Ltd Oct 2006 - Nov 2010Mumbai, Maharashtra, InOct 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 ManagementDawnay Day Av Oct 2005 - Oct 2006In -
Sr Rm & Team Leader - Financial Planning GroupKotak Securities Oct 2004 - Oct 2005Mumbai, Maharashtra, In -
Rm - Private Client Group, Wealth ManagementAditya Birla Finance Limited Aug 2002 - Oct 2004
Dinesh Ajwani Cfp Cm Skills
Dinesh Ajwani Cfp Cm Education Details
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FpsbFinancial Planning And Investment Management -
Ies Management CollegeFinance & Marketing
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IcaiAccounts And Tax
Frequently Asked Questions about Dinesh Ajwani Cfp Cm
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 the current company?
Dinesh Ajwani Cfp Cm's current role is CEO & Co-Founder.
What is Dinesh Ajwani Cfp Cm's email address?
Dinesh Ajwani Cfp Cm's email address is di****@****ail.com
What schools did Dinesh Ajwani Cfp Cm attend?
Dinesh Ajwani Cfp Cm attended Fpsb, Ies Management College, Icai.
What skills is Dinesh Ajwani Cfp Cm known for?
Dinesh Ajwani Cfp Cm has skills like Capital Markets, Retirement, Wealth Management, Analytics, Insurance, Commercial Lending, Marketing Strategy, Mutual Funds, Equities, Separately Managed Accounts, Financial Advisory, Wealth Management Services.
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