The foundation was laid down in November 2010 when I quit my last assignment as Regional Vice President with one of the leading Broking firms at Vadodara to start my entrepreneur journey in the field of wealth management and Investment Banking as a Financial Advisor & Consulting Firm based out of Vadodara. After much thought and discussions with friends, family, relatives, supporters and well-wishers and traveled to many cities across India 3 months to study the business model and understand the way financial advisor works and manage a portfolio of clients, did basic research and met more than 100+ entrepreneurs across India. One thing which I came to know & understood during this 3 months period of – that the journey which I have decided to start as a Financial Advisor/Planner is going to be challenging, but at the same time was confident as well on my skills, my networking abilities, my learning skills, and my determination and passion to become successful entrepreneur and one day will be known by people across the world, not restricting to India Only.
We began the journey in Feb 2011 and all the hard-earned money was invested in building infrastructure, office, marketing, manpower, business development and got the first set back jolt after 6 months were one of the partners decided to quit and leave us between & the race had just begun as we were settling the things in our new office at Vadodara. Finally, in September 2011 we inaugurated our Office at Vadodara with all hardships and challenges of finances and right team.
But as one of popular quote of Lord Krishna
“A man is made by his Belief. As he believes, so he becomes”
We were absolutely clear on our vision, goals and were focused towards our milestones and targets to be accomplished. After 3 to 4 years of challenging journey and initially trying out on all various & different business models, verticals and hiring of teams and marketing efforts on the field across Gujarat, we got our 2nd setback/jolt at MoneyGuru where the other partner also decided to leave me in between as we were still not able to make profits and hardly used to break even with our operational expenses. But I was lucky to have good friends and family around with their good wishes and blessings; we overcame this breakdown and boomerang with aggressive marketing and networking not only in Gujarat but across India.
The year 2016-17 was a turning point for me. This was the time when I started looking for like-minded Aggressive Business Partners across India, started building referral network across India and Abroad and made strong come back and since then I have never looked back, except the experience that my past 5 to 6 years gave to me and learning that I had from my mistakes, experiments and people whom I came across. These 5 to 6 years of my experience made be realized many things – but the most important to have like-minded, positive, energetic and go getters team and partners in your life who would walk hand in hand besides you and push you or drive to you to grow and excel.
During this journey, I got good mentors and life coach who came in my life as blessings of Lord Krishna and Sai Baba to guide me, mentor me & my journey and life and this story would be incomplete without thanking them. I would like to thank you from the bottom of my heart – Mr. LaxmanBalani, Mr. UdaySinh, Ms. UmangiMajumudar and Mr. Dhawal Dave who have shown me right path and guided me. Today what I am and where MoneyGuru Financial Advisory Services is – the credit goes to my Mentors and Lord Krishna’s Popular quote –
Whatever has happened has happened for good, whatever is happening is also for good, whatever will happen shall also be for good… Be Honest & Transparent in whatever you do!!!
I was quite optimistic and focused on new innovative ideas and concept and building network across India and world and with our desire and ambition to be recognized all over the world in both wealth management and investment banking financial advisory and consulting, we got another break through when we were appointed as India Partners with one of the Family Run office/Trust – Relam Investments, Dubai, UAE for their investments to be made in India with their sector diagnostic funds to be invested in India. Today after our die hard efforts in these last 9 years have helped me achieve great milestones figures for MoneyGuru Financial Advisory Services – with managing portfolio of more than 1000+ clients in India and Abroad.
We work on a Pan India basis with most of the PSU Banks, Private Banks, NBFC and Other financial Institutions and have helped many clients raise funds through Debt Funding / Equity / PE Funding across India & UAE and Asian Countries. Today MoneyGuru has Pan India presence with 50+ Referral Partners associated with us and is part of our growth and success story. I take this opportunity to thank them also, as today what and where we are, it is their faith and trust on me and MoneyGuru Team
MoneyGuru Core Management team comprises of MukeshJagwani, NareshAsnani, MukeshAsnani, Deepak Singh. As we grow & we want to keep growing and strive towards excellence and be the number 1 rated financial advisor and consulting firm in India, we have our Vision for 2025.
- Will have MoneyGuru Corporate House at Vadodara (Gujarat)
- Will have 10 direct branches of MoneyGuru Financial Advisory Services across India
- Will have the International office of MoneyGuru Financial Advisory Services at Dubai, UAE
- Will have 50 Branch Business Partners across India – covering 50 cities across India
- Will have SME IPO of MoneyGuru Financial Advisory Services in the year 2025
- Will have 3000+ Client base (for Wealth Management) across India
- Will have more 200 Million $ Disbursement across India & Asia (through debt/equity funding)
- Will have total team size of 50+
- Will be investing in Technology with state of the art/latest Technology Platforms and App for the ease and convenience of our customers to go Digital 100%
Never the less, we are a team of Young, Dynamic, Positive and Energetic go getters who have always believed in themselves and I am happy to be Founder & Director of MoneyGuru Financial Advisory Services with such a strong team of partners and employees.
I have always believed in Constructive feedback from my team, my partners, my clients and regularly keep getting feedback and updates from them, which helps me and my team to improve and deliver to the expectations of the customers and society at large.
Year 2020 – starts with a Bang Bang!!!
MoneyGuru has been awarded as Best Promising Start-up (financial sector) by Indian Achiever’s Forum, New Delhi and am sure many more will come our way in the year 2020 and 2021..
I am also a strong believer of – Your network is your Networth and Helping Others, this simply means that I have always focus on building new connections, new relationships, new contacts across the world and have stayed in touch with our connections, have built credibility and trust factor which has helped me in growing my customer base across the World.
Besides this, whenever any of my partners have asked for any support for growing their business and expand, I have always gone out of the way to help them, as I always believe in Lord Krishna and another favorite quote says – Do something good today and in the future, you will get repaid with something good too… What goes around comes around!!!
In the end, I would only say “Challenging is Rewarding!!!”. We challenged every day, every month, every year – We are being Rewarded. We will keep Challenging ourselves every year – and I am sure that my & my teams sincere efforts will reap in rich Rewards for all of us at MoneyGuru Financial Advisory Services.