He started his career as a Banker with Bank of Maharashtra for 12 years. By the year 1994, He had the entrepreneurial urge and the desire to serve individuals not only as a Banker but as a Financial Advisor. He became an entrepreneur for distribution of the entire range of financial products.
The business growth was immense and simply unstoppable. During his new career he achieved the glorious milestones of becoming MDRT with LIC of India, COT of LIC of India, and MDRT with Birla Sun Life Insurance co, and won an impeccable reputation of being a financial advisor with Ethics, Efficiency and Excellence.
By the year 2005 he felt a need to grow more professionally and serve the ever growing clients on a wider scale in more organized manner. So he created ORBIT Financial Services under Urjita Financial Services Pvt Ltd. He moved to a higher ORBIT! Orbit is an independent financial distribution company with a client base of 3,000 investors. At Orbit, Our objective is to give investment solution. Money management is a must in these times of volatile markets, nuclear families, increasing cost of living, educational and medical expenses, uncertain retirement benefits, low returns on deposits and greater life expectancy levels. At Orbit we understand your needs, analyze your risk appetite and plan your investments to help you move forward in your financial life. Orbit has just entered the 15th year of it’s
For upgrading himself he has done various professional courses during his career. He has done “Business Simulation Course ” from IIM Ahmedabad, Course on “Asset Allocation” from XLRI- Jamshedpur, also from abroad like attended seminar at Korea, done a ” Millionaire Mind ” workshop from Malaysia & Management course on “Professional Insight”.
He has written columns on Financial Planning in Gujarati Newspapers, MumbaiSamachar and The Commodity World since more than 5 years. Investor awareness about Financial Planning is his passion. He has conducted Financial Planning awareness programs in Mumbai and Gujarat for general public, corporate, trust and various associations.
His passion is also to do community service, hence he joined Rotary Club of Mumbai Kandivali West and involved in community service projects of the club. He has won the Paul Harris Award for the efforts & contribution to the Rotary club. He became the president of Rotary Club of Mumbai Kandivali in the year 2013-14 and currently is serving as the “Advisor to President”.
He has taken it upon himself to create more leaders.
He believes in “Anything happens twice in our lives. Once in the mind and once in reality.”