Aajay is a Certified Financial Planner (CFP- the Gold Standard in Financial Planning globally) and a veteran of the Wealth Management and Advisory Services Industry.
In a career spanning over a decade, he has dealt with and has an expertise in Equity, Mutual Funds, Insurance, Portfolio Management and Financial Advisory. His deep understanding of Asset Allocation helps him to provide his clients with a systematic wealth creation process irrespective of a bull or bear phase of any particular asset class.
Ajay believes that an Optimal Asset Allocation along with Goal-based Financial Planning is the secret to achieving financial freedom by having an ideal portfolio giving higher returns while being exposed to relatively lower risk. Ajay is also a Pioneer in the field of Behavioral Investing and is more of a friend, philosopher, and guide to his client as well as fellow professionals. Ajay holds multiple certifications from the National Stock Exchange and NISM.