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.
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.
The entire clientele of Assets Banking is through an organic growth of referrals by existing satisfied clients. Clients are comprised of:
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.
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.
Business Head Advisory
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.
Certified Financial Planner & Director
Research Analyst & Director