Company Profile
We are an AMFI Registered (ARN-257237) Private Limited Company (CIN No U67100MH2022PTC392418). Registered with MF Utility, CAMS, KFINTECH and Prudent for MF Transaction Solutions. Tie-up with Major MF AMC Operating in India Empanelled with leading PMS & AIF. Tie-up with Leading Insurance Companies for Insurance solutions. Tie-up with NBFC for Term Deposit solutions. Highly Experienced Team of Lawyers and CA’s for Estate and Succession Planning.
Gular Wealth, a privately held company is being promoted by Mr. Manoj Sharma and his associates. The company would be headquartered in Thane and would operate in the following areas: • Portfolio Management in equity as well as debt – For Indian as well as global markets • Insurance – Life and Non-Life • Deposits- Corporate Deposits of reputed Corporate • Legal and Advisory Services on Succession Planning and Will Creation
Broad contours of the company’s business strategy
Unlike most wealth management companies, Gular Financial Services does not just intend to act like an agent of banks, insurance companies and other large financial services behemoths. Instead, the company, through its unique blend of services, plans to help ordinary retail investors take full benefits of the enormous potential of exotic financial investment products.
The company believes that in the changing world where the face of financial services is changing continuously, the only way to help customers derive maximum benefits out of the complex but promising world of modern finance, is by taking calculated exposure to as large as range of financial products as possible.
The company is sure that using the long experience of its founders in the capital markets, it would not only be able to help its customers meet all their financial goals, it would also be able to set standards of excellence for other firms in financial services business to emulate. In short, the company does not intend to remain a ‘me too’ player. Instead, it has well-rehearsed blueprint on how it can emerge as a truly innovative, end-to-end, vertically and horizontally integrated financial services company.
The company has some very lofty goals, like emerging as a Rs. 100 Crore firm within first year of operations, emerging as a partner of choice when it comes to dealing in truly complex financial products, having its footprints all over the Region within next 12-24 months etc. How well the company traverses the challenges ahead remains to be seen. But, going by the track record of its founders, one could conclude that the company is in safe and steady hands.
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