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Company Profile

Assets Banking – 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 700 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.

Institutes / Regiments – Seminars:

We deliver financial awareness seminars and presentations for Defense officers / Government offices in various Institutes and Regiments. Our company mission is to generate a greater awareness and the importance of financial planning for everybody.

Officer’s seminars have been delivered in the following establishments:

HQ Southern Command, Pune
Dakshin Maharashtra Sub Area, Pune
Institute of Co-operative Management, Pune
HQ Army Western Command, Chandimandir, Chandigarh
Naval wives welfare Association, Delhi
Financial Seminars for Armed forces conducted on Kargil Diwas –TV9 Channel
Retiring officers seminar, Manekshaw Auditorium, Delhi
College of Defence Management, Secunderabad

Corporate: Financial awareness Seminars are been conducted in Various companies:

Vision

We works on one vision “You Grow, We Grow” .We know that money tree grow with proper caring and patience, So we are totally committed to grow client’s investment with our vast experience and true advice.

We believe in 2 key mantra:

Mission

At Assets Banking , our mission is to see our client satisfaction By providing : “ One stop solution for all assets Class “ . We work for our clients 24×7 to achieve this mission. It are our Endeavour to nurture a truly personal relationship with you. And thus we bring to you assets banking beyond the ordinary. As our client you deserve nothing but the best.

Clientele:

The entire clientele of Assets Banking is through an organic growth of referrals by existing satisfied clients. Clients are comprised of:

Top Management

Lt Gen S S Jog, PVSM, AVSM, SM, VSM, ( Retd)

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.

RAdm Sanjay Vadgaokar, NM (Retd)

Advisory Director

Rear Admiral Sanjay Vadgaokar (Retd): Director 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.

Col Vikram Karande (Retd)

Business Head Advisory

Col Vikram Karande: ( Retd) : Business Head Advisory 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.

Pawan Agarwal

Managing Director & CEO

He has more than 16 years of experience of Investment Portfolio Management with Citibank and HDFC Bank and adept at managing a diverse portfolio of client assets. He deeply understands and appreciates the core business values – financial realities, team co-participation, ability to take quick and decisive action in challenging situations. Upon conducting an analytical study as to the core requirements of Defence Officers through participation in various officers’ and veterans gatherings, he has put together a collection of apt and suitable products applicable to any requirement of a Defence officer.

Ramesh Agarwal

Certified Financial Planner & Director

He is a certified Financial Planner who has 10 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.

Rajesh Agarwal

Research Analyst & Director

He has 10 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.

Delhi +91-7077727771

Pune +91-8793224455