
DEEP GAJBE
Field Sales Officer

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Skills
Asset allocationAsset ManagementAsset managmentBankingBusiness DevelopmentBusiness planningBusiness strategyChannel SalesCustomer ServiceDirector levelEquitiesEquity ResearchFinancial PlanningFinancial ServicesInsuranceInvestmentsPartner Relationship ManagementPortfolio managementRelationship ManagementRetirement Plan ConsultingRetirement PlanningRisk managementSalesService DeliveryStrategic financial planningStrategic planningStrategyWealthWealth ManagementWealth management servicesStrategic FinancialAbout me
We help families & make them HNI. We Work professionals & build long-term wealth with a simple rule Protect capital first, grow it steadily, and stay disciplined through market cycles. At Imperial Money, we work on portfolio structure, not tips. We focus on asset allocation, goal-based investing, retirement programs, and regular reviews. What you can expect when we work together 1 Clear investment plan mapped to goals 2 Right product mix across Mutual Funds, Equity, Bonds, PMS, and AIF, where suitable 3 Risk control through allocation, rebalancing, and position sizing 4 Simple communication, no noise If you want a portfolio health check or a retirement readiness review, message me with Portfolio Review and your city. I will share the next steps. With these strong foundations in leadership and client service, I ventured into entrepreneurship to build Imperial Money, with a vision to provide quality service, world-class knowledge, and unbiased advisory solutions to clients. At Imperial, we follow a unique 5-dimensional concept of wealth management, focusing on not just returns but also peace of mind, financial security, and long-term wealth creation. For us, success lies in delivering unbiased solutions that help families achieve true financial freedom. Specialties: ✔ Wealth Management & Financial Planning ✔ Asset Management & Asset Allocation ✔ Risk Management & Family Office Advisory ✔ HUF Account Management ✔ Portfolio Management & Long-Term Wealth Creation Philosophy: 💡 “True wealth is built when advice is unbiased, knowledge is deep, and the client experiences peace of mind.”
Education

Vinayakrao deshmukh highschool
-
Nagpur University
1996 - 1999B.SC.
Experience

Ajanta Pharma Ltd
Jan 2000 - Mar 2003Field Sales OfficerMEDICAL REPRESENTATIVE

Intas Pharmaceuticals
Apr 2003 - Mar 2008RSMSALES AND MARKETING

ICICI Bank
Mar 2008 - Feb 2011BSMRESEARCH FOR THE BETTER YIELD PORTFOLIOS AND THE MUTUAL FUNDS WHICH WILL BE EMERGING AS A START ALONG WITH GOOD STOCKS WHICH IS HAVING BETTER VALUE PROPOSITION FOR MY CLIENTS.

IMPERIAL FINSOL PVT. LTD.
Apr 2011 - Jan 2024DirectorWealth Management Services to Corporates and Individual HNI's. New Wealth Creation Ideas, Succession Planing, Equity Ananlysis,Strategic Consulting including Business plan & Sales Strategy Development.Business Development and Treasury Management.Cash flow Management for SME and MSMETechnology Advisory for SME and MSME

Imperial Money Pvt. Ltd.
Apr 2011 - nowManaging DirectorWealth Management Services to Corporates and Individual HNI's. New Wealth Creation Ideas, Succession Planing, Equity Ananlysis,Strategic Consulting including Business plan & Sales Strategy Development.Business Development and Treasury Management.Cash flow Management for SME and MSMETechnology Advisory for SME and MSME
Licenses & Certifications
.webp)
Certified Retirement Financial Advisor (CRFA)
National Institute of Securities Markets (NISM)Mar 2021
Financial Goal Planner - Advance Level
NSE IndiaAug 2023
NCFM
National Stock Exchange of India Limited
Volunteer Experience
ZONE DIRECTOR TRAINING
Issued by JCI (Junior Chamber International) on Jan 2020
Associated with DEEP GAJBERegional Training Consultant
Issued by BNI Global on Mar 2019
Associated with DEEP GAJBEMEMEBR
Issued by Rotary International on Jun 2023
Associated with DEEP GAJBE
Languages
- enEnglish
- hiHindi
- maMarathi
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