Company Profile
Assets Banking â A brand promoted by Yashraj Assets Distribution Pvt. Ltd., is a Mutual fund distributor and also facilitates integrated financial solutions to Defense Officers, Units, Individuals, Corporate, Trusts and Institutions. It is an one stop solution for all asset classes. Its core competency lies in providing unbiased customized financial advice related to Investment, Insurance, Loans, Share Trading, Real Estate and Taxation.
Assets Banking has two branches with Head office in Pune & Branch office in Delhi NCR. The company has been established in November 2013 and proved itself as trusted services for the past 9 years. The company currently manages portfolios of more than 1000+ clients. This company stringently follows rules and regulation led by Securities Exchange Board of India.
The company also conducts Financial Awareness Lectures and Camps on various reputed platforms. Qualified professionals have been recruited from each financial stream to assist clients meet their important life goals by preparing a customized Comprehensive Financial Plan.
We works on one vision âYou Grow, We Growâ .We know that money tree grow with proper caring and patience, So we are totally committed to grow clientâs investment with our vast experience and true advice.
The entire clientele of Assets Banking is through an organic growth of referrals by existing satisfied clients. Clients are comprised of:
Advisory Director
Lt Gen S.S. Jog (Retd) is a director of the company. He is an alumnus of Rashtriya Indian Military College (RIMC), National Defence Academy (NDA), Indian Military Academy (IMA), Defence Services Staff College (DSSC) and the prestigious National Defence College (NDC). He was commissioned in the Army in 1975, as an Infantry officer in the First Battalion of the 5th Gorkha Rifles (Frontier Force). During his illustrious career he was awarded with a large number of distinguished and gallantry awards that include the Param Vishisht Sava Medal (PVSM), Ati Vishisht Seva Medal (AVSM), Sena Medal (SM), Vishisht Seva Medal (VSM). He plays a vital strategic role in Assets Banking as a Director.
Advisory Director
Rear Admiral Sanjay Vadgaokar (Retd) is a director of the company. He was commissioned as an Aviation officer in the Indian Navy in 1975. He was a distinguished helicopter pilot and qualified flight instructor, who commanded 3 frontline ships, an air squadron and an Air Station. He headed the Naval Aviation in his capacity of the Flag Officer Naval Aviation in Goa and ACNS (Air) in Delhi, wherein he contracted aircrafts for the Indian Navy. He was also the Defense Attaché in the Embassy of India, Tokyo from 1997 to 2000. He is an alumnus of the prestigious NDA and NDC, served.
On retirement he has since worked as a consultant in the corporate sector for 6 years and now plays a leadership role with Assets Banking.
Business Head Advisory
Col Vikram Karande (Retd) is a Business Head Advisory in the company. He was commissioned in the Army Ordnance Corps in Dec 1985.He has served in various Field and Peace establishments across the country and giving logistics support to the Army. He is a qualified Materials Manager and expert in Supply chain management. He has a rich experience of 33 years being in the Army. After retirement from the Army he is associated with Assets Banking as an Business Head Advisory.
Managing Director & CEO
Certified Financial Planner & Director
He is a certified Financial Planner who has 15 years of experience in Equities and Derivatives trading. Responsibilities involve in evaluating the fluctuation of the market and providing critical reports on upcoming market trends. He has to be much more aware of the changing social, political and technical environment of Domestic and Global market. Changes in social policy, of government policy are important issues for Equity Market. Such developments require adroit changes to the way the organization thinks about its work. He is in handling Delhi and North India Business associated with specialized team.
Research Analyst & Director
He has 13 years experience as Research Analyst. He is specialized in research Analysis of Stocks and Mutual funds and handles Shares Portfolio. He is also Head of Corporate Operations Management and Administration. Planning involves lots of quick decision making. He along with his team selects a course of action to help a company to achieve its goals. Therefore, he needs to be proficient to examine all situational information, and a thoughtful decision.
