Speakers Patronizing LIRT

GAURAV MASHRUWALA

GAURAV MASHRUWALA

PROFESSIONAL EXPERIENCE:

CEO: ACE Group (1993 - Till Date)

Group: A Cutting Edge & ACE FNSupermarket Pvt. LTD.

 

Profession                     : Financial Planning.

Focus Industry             : Personal/Retail Finance.

 

Role:

As Financial Planner.

  • Understanding the client and state of his  personal finances.
  • Prioritizing his financial goals.
  • Developing personal financial plan - including cash flow statements, statement of networth, risk management, investment, retirement planning, tax & estate planning.
  • Implementing the plan.
  • Periodic review.

As CEO.

  • Initiating right strategies to achieve the goals set for the company Customer Mapping: Establishing target audience based on product parameters.
  • Area Mapping: Identifying major “Target Audience” pockets.
  • Selecting suitable marketing tools: Identifying the optimal mix of various marketing tools available viz. Public Relations, Direct Sales, Seminars, Referral programmes, Exhibitions etc.
  • Monitoring the administrative flow.

 

EDUCATION QUALIFICATIONS.

  • CERTIFIED FINANCIAL PLANNER®
  • Master’s In Marketing Management (MBA)- JBIMS (Jamnalal Bajaj Institute Of Management Studies.)
  • Bachelor Of  Commerce -Jai Hind College .
  • Accredited Investment Advisor from AMFI (Association For Mutual Funds India .)
  • Certified in Personal Finance from JBIMS.
  • Life Insurance license holder issued by IRDA.
  • Comprehensive Programme In Capital Markets -Bombay Stock Exchange,Mumbai University  and JBIMS.

 

PROFESSIONAL ACTIVITIES.

  • § Columnist on Financial Planning/Personal Finance - (more than 300 published articles.)
  • § Consulting editor of book “Layman’s Guide To Wealth Creation” of Outlook Money.
  • § Author of the book “The Essential Guide To Care-Free Retirement” [Published by Business World.]
  • § Shows on TV [CNBC, AAwaz, CNN-IBN, DD-NEWS] on Financial Planning/Personal Finance.
  • § Speaker/Trainer on Financial Planning and Personal Finance.
  • § Visiting faculty at Welingker Institute of Management, Development and Research. Subject: Wealth Management
  • § Trained nine batches of senior level State Bank Of India managers on Financial Planning and Wealth Management at Indian Institute Of Capital Market
  • § Presentations to Corporates and Professional Trade Association on Financial Planning/Personal Finance. ¾  Chairman of Asia-Pacific Geographic Focus Of FPA for year 2007
  • § Member of Global Advisory Council of FPA for years 2007-09
  • § Member of Capital Market committee of India Merchant Chambers for the year 2001-02, 2002-03, 2003-04., 2004-05, 2005-06, 2006-07 and 2007-08.
  • § Member of Banking, Finance and Insurance committee of Indian Merchant Chambers for the year 2001-02, 2002-03 and 2003-04.
  • § Presented paper on ‘Business Opportunity as Financial Advisor’ to the members of Maharashtra Chamber of Commerce – Nashik and Maratta Chamber of Commerce – Pune.

   

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