MoneyGuru Financial Advisory Services (“MFAS”) is one the fastest growing financial advisory and consulting firm, with head office in Gujarat and provides financial advisory & consultancy services related to - Mutual Funds,Equity Broking,Fund Raising (Loans) – Debt & Equity,Fixed Deposits NCD’s,IPO’s,Bonds & Other Savings Instruments
25 years of experience in corporate world, with 8 years’ experience in Life Insurance and Broking Industry & last 8 years into Financial Services & Advisory Founder Partner & Director of MFAS, industry expert on Fund Raising (thru Debt & Equity), IPO Consulting, Valuations and Credit Rating
Well Developed client relationship, interpersonal and leadership skills that permit easy and effective team work with multiple constituencies globally
Key Focus area:-
– Fund Raising for clients in India, UAE, Middle East & Africa
20 Years of experience in Corporate World and Founder Director of VN Info Services Pvt Ltd for over a decade at Vadodara laid the strong foundation, young and dynamic, managing a young & large team of sales force, back office team & operations team, motivating and engaging team to meet targets year on year basis.
Result oriented Graduate having 20 years of experience in business distribution of Telecom, Equity Broking, Financial Markets, Life Insurance & General Insurance.
Has an established network of more than 10,000 clients across all segments (individuals, HNI’s, SME & MSME & Large Corporates in Gujarat)
Deep rooted relationships with Senior Management spread across the functions, covering the entire spectrum of financial services sector including financial institutions & Banks (PSU, Private & NBFC’s), Life Insurance, General Insurance Companies.
Key Focus Area:-
An effective Team Player with excellent interpersonal skills having strong presentation, communication, multitasking and prioritization skills
Played an instrumental role as a part of founder member to set up MFAS Operations and Business Verticals
18 Years of experience in corporate world and co-founder of MFAS, laid a strong foundation for Mutual Funds and Investments Business Verticals.
Result Oriented, dedicated and Passion about Mutual Funds, Life Insurance, Financial Planning, Securing financial & future goals through proper financial planning, right advice and prompt customer services are some of the key roles and focus area.
Spearheaded and revitalized the client Business Operations of Financial Institutions, Pan India. Has acquired sound knowledge base and key understanding of mutual fund products, PMS structured products and other investment products that today influences decision making when designing asset allocations for clients.
Key Focus Areas:-
Technical Research Analyst, in-depth knowledge of equity markets, helps giving sound and right advice to clients investing in long term equities and horizon to make stable and consistent returns for individuals investing in mutual funds.
Over 11 years of experience with more than 08 years’ experience in Banking & Financial Institution handling Corporate & HNI Clientele, vast experience and knowledge of Banking and Financial products. Managed Banking Operations for a private Bank
Deepak has played an instrumental role in setting up the strategic alliances, JV’s & Partnerships in Fund Raising Business Verticals across India, with immense knowledge on funding, networking with senior Bankers Team across India (PSU, Private Banks & NBFC’s), has helped in smooth transactions across India.
As an Investment Banker, has diversified knowledge on banking products, policies and guidelines and helps in structuring debt funding for clients
Management of Equity in the real estate sector as well as funding large projects, both commercial and residential
Key Focus Areas:-
Excellent People and Customer Management
Deal Management and Strategic Planning Head
Col. NP Singh (Retired) – Global Director (Business Development & Strategic Alliances)
Colonel NP Singh is a Paratrooper and Retired Colonel from the Indian Armed Forces, a Post Graduate in Computer Science (Indian Institute of Technology, Mumbai) and a Chartered Engineer.
Colonel Singh has administered, managed and engineered large scale communication, Construction/Infrastructure Projects for the Government.
Post retirement in 2006, Colonel Singh has held various leadership roles in Infrastructure, Real Estate and Technology Companies across India, US, Israel, where he has been involved in forging Joint Ventures, Investment Banking, Project Funding and Government liaison
Colonel Singh brings in astute understanding of various industries and has been on advisory roles for fund raising, board development, leadership transition, succession and organizational effectiveness.
A seasoned facilitator, consultant and trainer, he enjoys guiding boards and organizations through critical junctures in their development
Colonel Singh is based out of Mumbai, India and travels frequently to US and South Asian countries handling international projects.
Colonel Singh is currently holding the following Portfolios:-
Director – Business Development, Global from UK, ASEAN and SE Asia based offshore Fund with Debt Syndication in 35 countries including US
Director – Global Business of Paris based NPO associated to bring FDI’s globally
Director – Global Business for Indo Latin American Chamber of Commerce, India incident on Latin American Countries for Bilateral trades.
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