Company Profile
Our company is a private limited entity, duly registered with the Registrar of Companies (ROC) under the identification number CIN No U67100MH2022PTC392418. We also hold a valid registration with the Association of Mutual Funds in India (AMFI), bearing the ARN-257237.
Partnerships and Collaborations
We have established strategic partnerships with various prominent entities in the financial services sector:
- Mutual Fund Transaction Solutions: We are registered with MF Utility, CAMS, KFINTECH, and Prudent, enabling us to provide seamless mutual fund transaction solutions to our clients.
- Tie-ups with Mutual Fund AMCs: We have collaborations with major Asset Management Companies (AMCs) operating in India, offering our clients a wide range of mutual fund options.
- Portfolio Management Services (PMS) and Alternative Investment Funds (AIF): We are empanelled with leading PMS and AIF providers, catering to the diverse investment needs of our clients.
- Insurance Solutions: Our tie-ups with leading insurance companies enable us to provide comprehensive insurance solutions to our clients.
- Term Deposit Solutions: We have partnered with Non-Banking Financial Companies (NBFCs) to offer term deposit solutions, providing our clients with attractive fixed-income opportunities.
From the Directors desk
Co founder & Executive Director
Manoj Sharma
Manoj is highly accomplished financial services expert with over 25 years of experience in Retail Banking and Wealth Management. Proven track record of delivering exceptional results and nurturing long-term relationships.
Education
- Master of Business Administration (MBA)
- Faculty of Management Studies (FMS)
- Banaras Hindu University (BHU)
Vision
As Co-Founder of Gular Wealth Private Limited, my mission is to provide personalized financial solutions, empowering individuals and families to achieve their financial goals.
Philosophy
“I believe in building lasting relationships, founded on trust, expertise, and transparency. My goal is to make a positive impact on our clients’ financial lives.”
Experience
With a storied career spanning more than two decades, he has:
- Spearheaded retail banking operations, driving business growth and expansion
- Developed and executed wealth management strategies for high-net-worth individuals
- Built and led high-performing teams, fostering a culture of excellence
Chief Consultant
Reshu Sharma
Reshu is Seasoned banking professional with over 20 years of experience in managing investments for High Net Worth Individuals (HNI) and Non-Resident Indians (NRI) at multinational banks.
Expertise
- Investment Management
- HNI and NRI Client
- Relationships
- Wealth Advisory
- Portfolio Management
Vision
As a consultant, my goal is to provide tailored financial solutions, helping individuals and families achieve their financial aspirations.
Experience
- 20+ years with leading MNC Bank.
- Expertise in HNI and NRI investment management
- Proven track record of delivering personalized financial solutions