DEEP GAJBE

DEEP GAJBE

Field Sales Officer

Followers of DEEP GAJBE4000 followers
location of DEEP GAJBENagpur, Maharashtra, India

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  • Timeline

  • Skills

    Asset allocation
    Asset Management
    Asset managment
    Banking
    Business Development
    Business planning
    Business strategy
    Channel Sales
    Customer Service
    Director level
    Equities
    Equity Research
    Financial Planning
    Financial Services
    Insurance
    Investments
    Partner Relationship Management
    Portfolio management
    Relationship Management
    Retirement Plan Consulting
    Retirement Planning
    Risk management
    Sales
    Service Delivery
    Strategic financial planning
    Strategic planning
    Strategy
    Wealth
    Wealth Management
    Wealth management services
    Strategic Financial
  • About 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 - 1999
      B.SC.
  • Experience

    • Ajanta Pharma Ltd

      Jan 2000 - Mar 2003
      Field Sales Officer

      MEDICAL REPRESENTATIVE

    • Intas Pharmaceuticals

      Apr 2003 - Mar 2008
      RSM

      SALES AND MARKETING

    • ICICI Bank

      Mar 2008 - Feb 2011
      BSM

      RESEARCH 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 2024
      Director

      Wealth 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 - now
      Managing Director

      Wealth 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

    • Certified Retirement Financial Advisor (CRFA)

      National Institute of Securities Markets (NISM)
      Mar 2021
    • Financial Goal Planner - Advance Level

      NSE India
      Aug 2023
    • NCFM

      National Stock Exchange of India Limited
  • Volunteer Experience

    • ZONE DIRECTOR TRAINING

      Issued by JCI (Junior Chamber International) on Jan 2020
      JCI (Junior Chamber International)Associated with DEEP GAJBE
    • Regional Training Consultant

      Issued by BNI Global on Mar 2019
      BNI GlobalAssociated with DEEP GAJBE
    • MEMEBR

      Issued by Rotary International on Jun 2023
      Rotary InternationalAssociated with DEEP GAJBE