THE PROMOTER & TEAM
Shri R.K. Agarwal has joined the Company as a President. He has been managing his firm Agrawal Investment Consultants (Among one of the India’s Top 10 Independent Financial Advisor, Pan India). His name appeared several time in India’s leading financial newspapers (Business Standard) for procuring the highest business Pan India. He was managing around 1200 Cr. of AUM and around 5000 clients under Mutual Fund. Apart from this he was managing around 500 Cr. In other asset class also which includes PMS, AIF and Tax Free Bonds. He has also worked in a Senior Position in Unit Trust of India, Bajaj Capital, V S Infrastructure Ltd. and LKP Shares & Securities Ltd. before starting his own firm in April 2006. Thus he has total experience of 31 years in the financial industry. His experience will go a long way to create wealth for the Investor. He has been conferred many prestigious awards by AMCs and has also been nominated for CNBC TV 18 best Independent Financial Advisor award.
Shri Swapnil Aggarwal He is one of the promoter of the Company. He is very energetic and sincere so far as new initiation to be taken for the growth of the Company. He is wholly involved in the day to day marketing initiative, Administrative work and other operational work. Under his leadership lot many HNIs Clients, Corporate Clients, and Retails Clients have been added. He has been instrumental in developing the business associate channel. He had done a lot of work in other Financial Products apart from Mutual Funds. His vision is to create the company equipped with technology which could give access to client to transact through mobile application and also through online.
Branch Head, Lucknow
Holding an amazing experience of 23 years in Corporate Sector. Now is a part of VSRK since 2017, handling retails, HNI’s, Ultra HNI’s, and corporate clients.
Branch Head, Faridabad
Having a total experience as a successful professional with a 18 years of experience ranging from P&L Management, Right now Working in VSRK as a branch head handling HNI’s, Retails and Ultra HNI’s.
Ashish Kumar Mishra
Vice President at VSRK Wealth Creator, one of the strongest players in VSRK of 8 years with a vast knowledge in the Financial subject, with holds an MBA in Finance. Having a total Experience of 9 years in the Financial Sector. Handling clients both in retails and HNIS.
A financial Advisor with over 9 years of experience in investment management. We’re dealing of Financial Products i.e Mutual Funds, Bonds(capital gains, NCD,tax free bonds), PMS, Unlisted stock, Corporate Fixed Deposit, structure products, AIF, Insurance (life, health & general) products to clients individually. regarding the policies and procedures of the organization.
Sales, Marketing, Advisory solutions to investors, Wealth Management Advisory to HNI clients, Selling and Expanding the market of Mutual Funds.Providing investment solutions to clients depending up on their needs.
Develop and maintain long term relationship with new as well existing relationship.
Relationship Manager (Equity and Commodities)
Working with VSRK for a long time. Having 7 years of experience in stock trading and stock market. He looks after the trading related part in VSRK. He is also handling and taking care of the administration too.
Wealth and Tax Consultant in VSRK.
Holding a qualification in CFPcm, Having 5 years’ Experience in Wealth and Tax sector. Handling all the Queries related on Wealth and Tax.
Senior Financial Advisor in VSRK.
Holding a qualification in CFPcm, Having an overall experience of 5 years in Financial Advisory services worked with ICICI Securities and ICICI AMC. Now working as an advisor in VSRK providing Advices and solutions to the clients and fulfilling all the queries related to the field.
Head Stock Technical Analyst
He is basically looking after the Gurgaon Branch. Having 5 years of experience in the stock market, holding an MBA degree in Finance. He is basically there providing stock advises related to any change in market scenario.
Executive Backoffice Head,
Mainly handling the Backoffice work for VSRK providing all the services, client quires, applications, Taking care of clients and customers. Holding an experience of 4 years in handling client quires.