Education: MBA, PG in Islamic Banking & Finance, Diploma in Commodity, Insurance Licentiate, Pursuing CFP. After a 13 year stint in the Gulf and UK had come back to India in 2005 and since then has been in the financial planning business. He is utilizing the last 4 years of experience in equity, commodity, forex and real esate market in the US and UK market in his current role as a "personal financial advisor". We have 375 satisfied clienteles ranging from corporate, films and business man and we currently have team of 4 supporting him.
Ashfaque’s wife Gazala helps him out in his daily activities and his son Ali who is 7 peps him with his singing & music which he is very much fond of. Apart from family he is fond of traveling and is an avid aquarist.
Achievements: » Qualified for the Million Dollar Round Table (MDRT), the highest honor in the Insurance field in 2007, 2008 & 2009.
MISSION My mission is to meet 3 people daily and explain them the beauty of insurance and the importance of financial planning as I feel it is a great social cause. To be the best financial planning company in India and also to be recognized as the best trust shop for our fine customers to achieve financial goals and dreams.
DRIVING FACTORS Apart from the hundred of factors the most important is “Helping my clients grow, so I grow with them”. A burning desire to advise and help people honestly as I believe a honest advise is seen in the eyes which earns you the respect right away. To make a decent living for me and family and fulfill all the dreams I have and will strive to do so till my last breath.
CORE VALUES:
We are inspired by Albert Einstein because he reinvented Science and brought fresh thinking into conventional ideas. We would like to do the same in the field of Financial Planning for our clients. We would like to look at things with a different perspective and bring new ideas to our clients.
Honesty and Integrity: A company honoring commitment with highest ethical and business practices.
Courage: We believe that courage is the supreme virtue of mankind. We have the courage of conviction and will always stand by what we believe. We are a team of committed and positive people.
Passion & Attitude: There will be high energy in whatever we do. We believe that passion and commitment along with courage can change everything.
Unbiasedness: We would like to be unbiased in our thinking and advice. We would like to bring the truth in front of the client and therefore avoid all conflict of interest. We will always work in collaboration and will never compromise with the client’s interest.
Excellence in Execution: Time bound results within the framework of the company’s value system.
Success: We have the desire to help our customers in achieving their goals.
Service: To assist the customers beyond the boundaries of our core business in every possibly way. We believe “If we do not take care to them somebody else will”.
