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1) Brief introduction about your brand / company?
Rajesh Gadre is NISM certified Personal Financial Advisor over 12 years of experience in the financial services industry, providing solutions that encompass every aspect of Customer’s financial life, target unique situation, and emphasize specific Goals and Objectives. He completed Diploma Course in Plastics Engineering, from SBMP, Vile Parle in 1989 and Worked in Plastics Industry till 2009 working at Supervisor and Manager Positions.
Financial career – He decided to work as Self Employed Professional in Finance Field driven by Passion and Interest in the field. He Took Insurance Agency and Mutual Fund Distribution Agency in 2009. Share market training – Pune stock Exchange, Capital Market Dealers Module and Nism certified Personal Financial Advisor Course in 2012. Started offering financial services based On Client Risk Profile and Goals. Covering Insurance, Tax Saving, Investment and Retirement Planning.
Vision: To establish RSG Investments Brand among Clients by anticipating, understanding and meeting their financial Goals.
Our Mission: To help Client experience the Financial well Being by bringing financial security and financial freedom of choice in their Present and Future
2) What is Your USP?
Usp is Stock Market Training Course. He started writing Stock Market blogs on Facebook group Fundotechno Investors since 2015. Blog Viewers started enquiries about share market training which prompted him to start Cash and Intraday share trading course in December 2019 under the Brand RSG investments. Share Market Training given to 150 Client till date. Clients are highly satisfied with the Course which includes peoples from different fields and ages. Example – Doctors, Engineers, Housewives, Students etc.
Latest Article Published:
“डोळस गुंतवणूक ठरते आपल्याच फायद्याची “ In Maher Magazine – April 2022 Edition Arthasaksharata Visheshank. Investment Awareness Seminars IN a Government Training Centre at sangvi, Pune in 2016 and across 6 Business Clubs IN Pune City. Recently conducted a First Investment awareness seminar in Faltan, District Satara.
3) Benefits of My services to the Society
A financial advisor analyzes your income, future goals, purpose, and the prevailing market. Accordingly, we help you choose the right insurance Plan to protect your Family and assets, help you plan Spending , savings and Retirement Goals, To help you meet investment goals , Whatever your goal, a financial adviser can help assess what is realistically possible and plan with you to help you achieve it, To keep you on track and peace of Mind. In Short a Financial Advisor helps you achieve a state of financial well being. Which is a state of being wherein a person can fully meet current and ongoing financial obligations, can feel secure in their financial future and is able to make choices that allow them to enjoy life?
4) What is Your Business (Success) Mantra:
To help Client experience the financial well-being by bringing financial security and financial freedom of choice in their Present and Future by anticipating, understanding and meeting their financial Goals and establishing a long term relationship and thus Building their trust with the Brand RSG Investments.
Recent Achievements – Mutual Fund AUM Target 1 Crore – Achieved the target in Four Months in the FY 2022-23.
Contact : 098601 48896E mail : rgadre1@gmail.com.
Facebook : https://www.facebook.com/rsginvestments.
Linked In : https://www.linkedin.com/company/82165128.
Instagram : https://instagram.com/rsginvestments?igshid=YmMyMTA2M2Y=
Google My Business : https://g.co/kgs/ZVF5vB
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