Crorepati Bhava as a proprietary firm was incorporated in the year 2017 and is catering to 200 plus satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are AMFI (Association of Mutual Fund of India) registered Mutual Fund Distributor and IRDAI registered Insurance Broker. We use our complete knowledge of insurance and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial services & thereby make people enjoy a secured retirement life.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
OUR TEAM
| Management: | |
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Mr. Ajay Kumar Bansal Founder |
| As an IT Professional & Electrical Engineer, Ajay was associated with organizations like IBM & Sterlite Industries for over 21 years.While in IBM, he won awards like 'Top Talent' & 'Service Excellence' amongst others. He was chosen in Business Leadership Group (BLG),a pipeline of future leaders in Sterlite Industries.He specialized in Project Management along with SAP PM & MM modules. Over the years, Ajay kept his passion for Personal Finance alive by guiding family & friends with their financial & investment decisions and also helped his fellow professionals whenever they needed her inputs. In October 2017, to reach out to people beyond family and friends, he started his practice as a Personal Finance Professional in the name of Crorepati Bhava to help his clients with their finance and investment decisions. As a QPFP®, he helps his clients to articulate, prioritize & quantify their financial goals, manage their finances to enable them to save & investment for their goals in appropriate financial products (as per risk appetite). He guides his clients through educating them on various financial aspects and hand holds them in their journey to achieve Financial Independence | |
