Promoter & Team

THE PROMOTERS & THEIR WEALTH CREATING TEAM

Lt. Shri R.K. Agarwal
Promoter & President
The charismatic, harmonious, supportive, and encouraging personality was managing his firm “Agrawal Investment Consultants” (Among one of the India’s Top 10 Independent Financial Advisor, Pan India) since 2006. His name appeared several times in India’s financial newspapers for procuring the highest business Pan India and for his vantage point. He was managing around 1200 Cr. of AUM and around 5000 clients under Mutual funds. Around 500 Cr. in asset classes such as PMS, AIF and Tax Free Bonds were managed under his guidance. He has shared his expertise at a Senior Position in Unit Trust of India, Bajaj Capital, V S Infrastructure Ltd. and LKP Shares & Securities Ltd. before starting his own venture in April 2006. He has served 31 crucial years of his life for the upliftment & awareness of the financial industry. His experience will go a long way to create wealth for the Investor. He has been conferred with many prestigious awards by AMCs and was nominated for CNBC TV 18 best Independent Financial Advisor award.

Smt. Sangeeta Aggarwal
Director
A home-maker who took initiative & became a back-bone to her husband and promoter of an investment firm named “Agarwal Investment Consultants” and transforming into a trusted name among Financial World.  She had the will-power to learn and achieve whatever life threw at her. Since 2013, she keeps guiding VSRK team with her learning and experiences with Mr. R. K. Agarwal. She keeps motivating by saying, “Try and work hard, you will definitely reap the benefits”.

Swapnil Aggarwal
Director
He truly believes that his father has played an instrumental role in the development of the financial industry and a key role in shaping his life journey. And with this, he aims to take the legacy to the next level. The young, energetic & dynamic entrepreneur who joined as the promoter of the Company has sincerely took the responsibility of initiation for the innovative growth of the Company with the aim to touch new skies of the industry. His core involvement in the day to day marketing initiative has not only grown the AUM with the existing clients but added a lot of HNIs, Corporate Clients and Retails Clients to the VSRK family under his umbrella. He has been instrumental in developing the business associative channel. His vision to create the company equipped with technology which could give access to clients to transact through mobile application at any point of time with great ease. Client’s financial satisfaction and security are his mantra to achieve success in the industry.

Karishma Advani
Vice President- Operational
She has a collective experience of 8 years and since the joining in 2017, she has been performing well in delivering her duties which includes collaborating with senior management to formulate strategy, designing policies that align with implementing efficient processes and standards of the regulatory bodies. She is actively managing contracts and relations with customers, vendors, partners etc. Oversees expenses and budgeting to help the organization optimize costs and benefits. Mentor and motivate teams to achieve productivity and engagement.

Ashish Kumar Mishra
Vice President- Wealth Management
One of the strongest players in VSRK serving since last 11 years with a vast knowledge in the Financial market. Having a Master’s in Business Administration (Finance). Handling clients in retail, HNIs and Ultra HNIs. A financial planner with overall experience in investment management, Sales, Marketing, investment solutions to investors. He has played a vital role in expanding the market of Mutual Funds for VSRK. His motto of providing investment solutions to clients depending up on their needs with developing and maintaining long term relationships with new as well as existing clients.

Jaison Alexander
President- Research Analyst
He has the rich 9 years of experience in the stock trading. He is the holder of a MBA degree in Finance and B. tech base. He is a registered SEBI Analyst since 5 long years. His extensive excellence in equity & investment markets makes him an integral part of VSRK and its growth.

Jitender Kumar
Associate Vice President- Wealth Management
A MBA who has a rich experience of working with various financial institutions like India Bulls Financial Services Ltd., Credent Capital Services Pvt. Ltd for about 16 years. He started his career in 2005, catering to High Net Worth, Retail & Corporate Investors. His ‘Client First’ attitude has helped to establish him as an enviably reputed in the area of financial planning and mutual fund advisory. His endeavor and charm towards providing solutions after assessing the requirement of the clients in terms of risk, return, liquidity & most importantly tax liability.

Gopal Dubey
Associate Vice President- Wealth Management
With his rich experience of more than 12 years with Karvy, HSBC and Almondz in the Financial Industry. A qualified MBA (Finance) with NISM Certifications such as Series-VA: Mutual Fund Distributors; Series-VIII: Equity Derivatives; Series-X-A: Investment Adviser and Series-XV: Research Analyst. He joined VSRK in 2021 as an AVP-Wealth Manager providing solutions to the clients and fulfilling all the queries. His reputation among high profile clientele’s has brought great add-ons to the VSRK’s wealth management team.

Raghvendra Pathak
Associate Vice President- Wealth Management
Holding a degree of MBA in Finance with qualified CFPcm. Having an overall experience of 6 years in Financial services with a working experience with ICICI Securities and ICICI AMC. Now working as an AVP-Wealth Manager with VSRK since 2020 providing financial planning and solutions to the clients and fulfilling all the queries related to the field. He has been gracefully planning finances for his clients.

Rohit Gupta
Associate Vice President- Wealth Management
A qualified CFPcm, with an industry experience of more than 8 years in Financial planning services. Now working as an AVP-Wealth Manager in VSRK since 2020 and helping the clients with financial planning and fulfilling all the queries related their concerns. He interprets markets to conclude financial recommendations for clients.

Sachin Chandel
Associate Vice President- Wealth Management
A graduate, with an industry experience of 7 years in Financial planning services with ICICI Prudential AMC. Now working as an AVP-Wealth Manager in VSRK since 2021 and helping the clients with financial planning and fulfilling all the queries related their concerns. He interprets markets to conclude financial recommendations for clients.

Yogender Singh
Manager- Equity and Commodities
He has been serving VSRK for long 8 years with his analytical mind and the steely resolve to read financial markets and make confident decisions. He excels as a stock dealer by seeking to maximize assets and minimizing financial risk. His ability to handle the administration with great discipline & his division of work linked with order, equity is tremendous. His initiative for taking advantage of every opportunity and acting with a sense of urgency is highly recommendable.

Akash Deep Rajput
Relationship Manager
A graduate in Computer applications was inclined towards mutual fund industry and has joined VSRK with 4 years of experience in the same. He evaluates business and financial performance of the verticals to provide appropriate financial planning to the clients. He is working with operation leads and prepares financial reports by collecting, formatting, analyzing the client’s information. He monitors financial market trends to ensure that client plans are responsive.

C.A. Dinesh Jain
Chartered Accountant
A fully qualified Company’s accountant that take on a broad an important role. He analyses and provide information about financial records, with focus areas including financial reporting, taxation, corporate finance, and business’ day to day accounting.

Lalit Mishra
Branch Operation Head
He completed his masters in Economics 4 years back and joined VSRK. He has been handling the effective client communication system and Back office for VSRK efficiently. He is actively providing all the services, fulfilling client queries, working on software & applications, taking care of all the clients and customers with much diligence.

Pawan
Backend & Operations
A graduate with more than 8 years of experience in the various segments makes him efficient and more disciplined in his backend work of operations and documentation.

Pradeep Kumar Mishra
Manager-Digital Marketing
A versatile professional with expertise in Digital Marketing having more than 4 years of experience. His ability of handling various projects simultaneously makes him volatile. He has handed 50+ projects for various clients both in & outside India ranging from e-commerce, finance, health, sports, education, entertainment etc. in such a short span. His incline towards the world of creative Marketing such as organic marketing which is continuously helping VSRK in branding itself to the various social media platforms.

Shubhangi Jain
Marketing and Content Strategist
Mastered in Business Administration specialized in marketing is responsible for creating content for the branding and marketing of the VSRK platforms both website and mobile application. She is responsible for writing communications with the clients.

CFA. Jyotika Anand
Market Analyst & Personnel Manager
Charter holder since 2012 with dual specialization of Masters in Investments & Financial Analysis and Commerce.  Her knowledge and skills in a wide range of products throughout the Indian finance industry with specialization in Mutual Funds is adding stars to the client servicing with her strong organizational and communicative skills. She is involved in qualitative and quantitative research and consultation on relative markets. Distinguished by her commitment to set a higher standard of excellence as investment management professional. She has been an integral part of Education industry and her contributions in the academic field are phenomenal. She has established an accomplishments-driven add on responsible position of Personnel Manager.

Gursharan Singh
Web Developer
A 2-year hand on experience in writing well designed, testable, efficient code by using best software development practices. He has joined for Integrating data from various back-end services and databases. Adequate knowledge of relational database systems, Object Oriented Programming and web application development. His ability to work and thrive in a fast-paced environment, learn rapidly and master diverse web technologies and techniques.

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