Yogesh Kshirsagar Email & Phone Number

I mentor Individuals & Corporate from all walks of life with an agile financial-security framework, that improves the worth & quality of their life substantially, with complete peace of mind.My Mantra:“One of the most important investments a person can ever make in his lifetime, is that of building a strong, reliable and honest relationship. That’s what we humans are capable of, and I think that’s what we will ever be capable of. Everything else will take care of itself.”My clients:Investment Novices, HNIs, Corporates, Leaders and Financial Enthusiasts, who have an urge to make their money work for them, and not the other way round, in a smart, secure and sustainable way. My strengths:1. 15 years of rich experience in the banking industry working across 360 degrees of the banking, financial planning and wealth advisory2. Proven track-record of establishing trust & credibility with clients and financial network, with solid market acumen3. Simple, Systematic & Strategic approach, ensuring tangible benefits for my clients4. Expertise to transform a diverse team into super-performers, drive Super HNI client investments, and across the banking and investment worldMy advisory:1. Insurance, Corporate VC Funding, Investment – Mutual Funds, Stocks, Legacy planning, Will planning, conducting training workshops2. Strategizing the financial health pyramid to help you safeguard & streamline your current financial-security landscape3. Collaborating with you to plan your financial goals; maximize your M-factor (monetary factor) through key investments, predictive market analyses, accelerating return on investments, exponentially raising your worth4. Conduct customized programs and mentor banking executives and managers on client relationship management and team motivation, leading change management, achieving business growth and achieving market leadership.