Financial SketchersTM is a Boutique Wealth Advisory Firm having its footprint in India, UAE, Singapore, Kenya, UK and Hong Kong. We work directly with our clients for catering to their specific needs for investment, growth and cash flow over a period of time. The highly experienced Investment Consultants at Financial Sketchers are able to create a unique portfolio for the client by rendering customised solutions on the plank of assurance and growth. Financial SketchersTM (India) registered under Insurance Regulatory Development Authority comprises of a team of experienced and certified advisors. The company has over 20 years of diverse experience in Wealth Management and managing investment portfolio for their clients in domestic and international space. We prefer and are happy to provide door step service to our clients to build trust and long term relationship. We are based out of the most Iconic World Trade Tower, Noida and have our team located at mentioned countries and recently expanded our presence to United Kingdom. We carve out a neat investment portfolio for Individuals/Investment to spreads across their investments in the stated countries. We are primarily offering Collaborative Portfolio in Life Insurance, General Insurance & Health Insurance as well as Mutual Fund advise to individuals and Big Corporate houses both.
About Financial Sketchers : We at Financial Sketchers are a Boutique Wealth Advisory Firm " Sketchers Consulting And Associates LLP " known name " Financial Sketchers ' registered under ROC and offering investment product from India , UAE , Singapore and Hong Kong and Kenya.Financial Sketchers (India) registered under(Insurance Regulatory Development Authority) comprises of a team of experienced and certified advisers. The company has over 20 years of diverse experience in Wealth Management and managing investment portfolio for their clients in domestic and international space. We prefer and are happy to provide door to door step service to our clients to build trust and long term relationship. Our current companies of work include India, Hong Kong, Singapore, UK/UAE, and now extending to Kenya . We carve out a neat investment portfolio for Individuals/Investment to spreads across their investments in the stated countries
Since you are away from India, would want to brief you about our country's flourishing ecomomy currently. According to Ridham Desai, Executive Director Morgan Stanley, a US Based Investment Firm, currently India's GDP is growing at a fastest rate in the world. Indian Economy will reach to $7.35 Trillion to become 3rd largest by 2030. Moreover India's Life Insurance Sector is the biggest in the world with about 360 million policies, which are expected to increase at a CAGR of 12 - 15 % over the next 5 years.
Indians working across the globe sent home USD 62.7 Billion last year making India the top remittance receiving country i.e 4 Lakh Crores in an year . This could be because of the following reasons :
Financial Sketchers product portfolio is a unique mix and is specially designed to serve it clients. The product basket is characterized by a customized mix of :
The investments of clients must remain secure and therefore the investment products offered by the firm are backed by top Government and Private Sector insurers and are regulatory compliant.
The investment products are hedged for all kinds of risk financial as well as life. In the unfortunate event of death, a complete legalized succession plan is built in from the very beginning.
Flexibility is the very core of our foundation. Our clients are salaried individuals, high net worth individuals, trusts and companies. Each is catered to with optimized financial solutions.
Our investment products are uniquely designed for short term as also for long term outlook. Our products have a yield ranging from 7% to even 12% per annum.
Our products offer tax rebate as well to our clients specially for Non-Resident Indians who are not always aware of tax repercussions and tax treaties between the country of their domicile and India.
Our investment products cater to all age groups. In today's times when the economic conditions are not stable leading to future uncertainties and foreseeable risk, everyone needs to plan the future financial requirement in advance, be it for the education of children, for panning monthly fixed income at the time of retirement or investment requirements for one's business. We have designed our products just to cater to your needs.
“This Engagement program is an offered Agreement/ Association between Sketchers Consulting & Associates LLP registered as Financial Sketchers with your esteemed organization confirming the following benefits at no Charge and remain on annual renewable term basis”
The agreement includes the following commitments / Benefits from Financial Sketchers to you at inception:
Nitin’s career in finance started in the year 2000. Over the last 20 years Nitin has built a wealth of experience and knowledge within the financial services sector and is based out of India.
A professional with nearly 16 years of success achieving revenue, profit and business growth objectives within start-up, turnaround and rapid-change environments.
Naveen is a professional with rich exposure of 18 years to the spectrum of vital functions involved in Insurance sector& Aviation industry too.
Bhawani Sharma has an overall experience of 23 years in Sales and Marketing in which 17 years of experience is in insurance and managing Investment Portfolios for ultra HNI clients. He has worked extensively with clients from diverse professions and business backgrounds across India and overseas.
Nitin Kapoor is a “Chartered Accountant” and an honours graduate with meritorious academic records. He is a senior partner with a Chartered Accountancy Firm “Nitin Kanchan & Associates” based out of Noida.
Until September 15, 2019 Sunil was the Managing Director of GE T&D India Limited (erstwhile Alstom T&D India Limited), which is listed in Bombay Stock Exchange (BSE) and National Stock Exchange (NSE) under the name 'GE T&D'.
Vevek Paul is a “Certified Financial Planner”, an MBA and a commerce post-graduate. He has been assisting people to make smart choices with their money and effectively manage their wealth. With over 20+ years of experience, Vevek has worked with Individuals and corporate giants for all their financial needs, especially helping the High Net Worth (HNI) clients align their behavior with their goals, sense of purpose and values.
Sumit Baweja is a forward-thinking entrepreneur with exceptional initiative and deep understanding of what it takes to build a successful business from the beginning, offering 18 years of progressive work experience and a proven history of going above and beyond to turn dreams into reality.
Madan Having Over 25 years of rich managerial experience in Multi Branch Operation, General Management, Large Team Management, Organic Insurance, Direct Sales, Man Management, Sales & Marketing, Business & Market Development, Training, Development & Commercial Operations.
An M.B.A. by education & a multi-faceted marketeer by profession, Anil has nearly 3 decades of experience in understanding customer needs and customising solutions to meet these specific needs.
Nitin’s career in finance started in the year 2000 . Over the last 20 years Nitin has built a wealth of experience and knowledge within the financial services sector and is based out of India. He advises clients across
the globe with a personalized and holistic approach to financial planning. Nitin, an avid traveler and a people’s person joined the insurance industry with an objective to make an identity for himself. He joined this
business to give it a try as it didn’t require any capital. It also gave him an opportunity to be his own boss, and gradually he understood the business, continued his focus and there was no looking back!
Nitin
believes in need-based selling. His initial step is to conduct a solid fact finding about the prospect. Second, comes understanding and designing of a financial plan. Third step is coming up with a customized solution
that suits his customer’s needs. Once the solution is implemented, he makes the customer revisit the decision.
Nitin, very strongly believes and feels that if you have been honest in life and have made the right
efforts, success will never elude you. Trust is the key to any long lasting relationship. And Nitin intensely believes in this and reviews his customer’s portfolio on a regular basis. He does not sell financial plans
but in fact creates a strong set of friends who are a part of his big family. Staying connected helps in building fruitful and long term relationships. Nitin’s highest motivational factor is the fact that ‘Securing
lives is better than curing it’. Discipline, skilling and technology have been his key mantras. He uses technology in his work to stay ahead and also to keep his customers updated.
Money, respect, appreciation and
travel are matchless in his profession. Nitin focuses on “Service to Sales” and not on “Sales to Service”. In the business of selling dreams and promises, maintaining integrity and transparency with the customers along
with the right advice are most important elements and this is what Nitin Mathur practices with utmost discipline and passion.
A professional with nearly 16 years of success achieving revenue, profit and business growth objectives within start-up, turnaround and rapid-change environments. Extensive experience in setting up and managing business operations which require deep understanding of critical business drivers in multiple markets and industries; highly successful in building relationships with upper-level decision makers and business partners. Deft in imparting training in all areas of products operations processes & system. Highly creative and self-motivated with innovative ideas / concepts for increasing the transference of learning from a lower level to a higher level. A proactive leader and planner with cross functional expertise in planning, market penetration and product promotion with skills in P & L management and competitor / market analysis. An out-of-the-box thinker with a flair for charting out marketing strategies and contributing towards enhancing business volumes & growth and achieving revenue and profitability norms. An effective communicator with flexible & detail oriented attitude with the ability to interact effectively.
Naveen is a professional with rich exposure of 18 years to the spectrum of vital functions involved in Insurance sector& Aviation industry too. Having rich experience in setting up processes & scaling viable business models with a blend of sales& training. Naveen believes that being customer centric and innovative is the mantra to success. He assists people in achieving their life goal through holistic financial lanning, which is based on their goals and aspirations, current cash flows, risk profile etc. Being, Management Graduate from IMM-Delhi, he also assists people in chieving their financial freedom. Managing complexities of rationalization involving people, target oriented professional with proven managerial acumen backed by focused energies fostering business growth, promoting and creating brand awareness and competition analysis. Proven networking and relations building skills with unsurpassed communication, organized presentation and interpersonal skills. Adept in providing strategic and tactical analysis that utilizes a blend of critical thinking and creativity in developing top-line and bottom-line solutions. Deep knowledge of markets and financial products including equity, fixed income insurance and traditional /alternative investments. His core competencies comprise of business development through smooth relationship management, strategic management for effective outcomes and service marketing.
Bhawani Sharma has an overall experience of 23 years in Sales and Marketing in which 17 years of experience is in insurance and managing Investment Portfolios for ultra HNI clients. He has worked extensively with clients from diverse professions and business backgrounds across India and overseas.He is well versed with the details of healthcare reforms and always strives to simplify the options he present to clients whether small or large group or individuals. His knowledge and expertise in this domain can save time , money and create value in your investments and financial planning also. He does not sell financial plans but in fact creates a strong set of friends who are a part of his big family. Staying connected helps in building fruitful and long term relationships. He also possesses various skills which helps his clients to manage hassle free investment portfolios.His knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data are always up to date to help his client to aware about the same.
Nitin Kapoor is a “Chartered Accountant” and an honours graduate with meritorious academic records. He is a senior partner with a Chartered Accountancy Firm “Nitin Kanchan & Associates” based out of Noida. He is a learned professional with over 14 years of post-qualification experience. Nitin started his career in finance, tax and compliance in 2006 and has worked with medium and large sized MNC’s like EXL Services / HCL Technologies / Oxford University Press etc. Having gained the versatile experience in corporate finance, taxes and compliance he chose to be his own boss and initiated his own Chartered Accountancy Firm in the name of “Nitin Kanchan & Associates”. He is a finance and tax consultant for us. Nitin is a seasoned professional and aptly aggressive to cater to his clients for all their requirements. His disciplined approach and timely actions have helped a lot of his clients to navigate through the compliance requirements while devoting majority of their time on their business.
Until September 15, 2019 Sunil was the Managing Director of GE T&D India Limited (erstwhile Alstom T&D India Limited), which is listed in Bombay Stock Exchange (BSE) and National Stock Exchange (NSE) under the name 'GE T&D'. Sunil hasover 31 years of rich experience in the areas of business operations, project management, finance and corporate governance. Prior to joining GE, Sunil has had a highly rewarding 25 years career in the Tata group and then 5 years in ILFS Energy. In his previous roles, amongst others, he is widely admired for leading successful turnaround of the Delhi Tata Power Discom. Sunil did his undergraduate studies at the Shri Ram College of Commerce, Delhi University, and is a rank-holder chartered accountant. He on an individual level was adjudged as the most inspirational CEO in the power sector across Asia by Asia Power (Singapore) for the year 2008 and has also received Udyog Ratan award from the Institute of Economic Studies, New Delhi.
Vevek Paul is a “Certified Financial Planner”, an MBA and a commerce post-graduate. He has been assisting people to make
smart choices with their money and effectively manage their wealth. With over 20+ years of experience, Vevek has worked with Individuals and corporate giants for all their financial needs, especially helping the High
Net Worth (HNI) clients align their behavior with their goals, sense of purpose and values.
Vevek has been a top fund advisor for HDFC Standard Life and other major financial institutions for over 17 years. He is also a Life Member of the Million Dollar Round Table (MDRT), which is a Premier Association
of Financial Members, recognized internationally as the standard of excellence in the life insurance and financial services business.
Being in this business for a long time and with years of study and academic research, Vevek has learned how to think creatively and efficiently in providing business solutions and teaching clients the art of investing.
Rather than just stepping up to our client’s needs and solutions, he trusts his statement: “We believe in building trust and empathy which eventually leads to better management of the finances”.
Rishabh started his career in year 2019 with Financial sketchers as a senior executive in Wealth Advisory. With being an enthusiast in communicating with different people and serving with their needs he then wishes to turn his career to direct selling with aim to pursue his career path in Insurance and managing Investment Portfolios. He has completed his MBA in Marketing and Finance from Amity University and also had his expertise in Digital Marketing. He possesses knowledge of principles and methods for promoting and selling products or services, these includes marketing strategies and tactics, product demonstration, sales techniques, and sales control systems. Rishabh has build and promoted strong, long lasting customer relationships by partnering with them and understanding their needs. He holds experience of emerging markets and market shifts while being fully aware of new products and competition status. He desires providing great values and seeking out custom solutions to each client's unique situation whether for personal coverage or business benefits. With all his expertise, he desires to serve a boutique experience as a financial advisor. Beyond business, Rishabh is an avid reader of financial & business subjects and leaves no chance to update his clients to make them more 'financially aware'
Madan Having Over 25 years of rich managerial experience in Multi Branch Operation, General Management, Large Team Management, Organic Insurance, Direct Sales, Man Management, Sales & Marketing, Business & Market Development, Training, Development & Commercial Operations. He uses a tripartite approach to help clients create an investment plan. First, he strives to connect with clients, getting to know them so he can match them with the right risk profile and give helpful recommendations. Next, he values respecting client’s time, money, and privacy. Finally, he endeavors to protect their wealth and reduce their debt and taxes. As your Financial Planner and Insurance Consultant, Madan will help you create a personalized portfolio and assist you in finding strategies that align with your unique goals. You’ll enjoy peace of mind and a sense of achievement. Madan serves clients of all ages and income levels. A remarkable communicator with exceptional relationship management skills and demonstrated aptitude in forging business alliances. Comfortable in cross- cultural settings. Addressing the problem & provide solution to the Internal & External Customers. Formulating long term/short term strategic plans to enhance operations in coordination with macro plans of organization & the industry trends. Mapping client requirements & providing desired level of after sale service to customers ensuring total customer
An M.B.A. by education & a multi-faceted marketeer by profession, Anil has nearly 3 decades of experience in understanding customer needs and customising solutions to meet these specific needs. Having spent over a decade managing investments and mentoring multiple early-stage companies in matters related to revenue growth, Anil exhibits deep empathy with the client's needs while creating a customised solution mapped to financial goals and risk-capability in each case.
Sumit Baweja is a forward-thinking entrepreneur with exceptional initiative and deep understanding of what it takes to build a successful business from the beginning, offering 18 years of progressive work experience and a proven history of going above and beyond to turn dreams into reality. Sumit has a keen analytical acumen with talent for proactively managing business, enhancing international footprints and sales cycle process with repeated success in multiple markets, building shareholder value, driving vision and achieving critical strategic goals. A self-motivated professional with cross-functional business acumen, recognized for having successfully managed top-line and bottom-line growth as well as achieved year on year growth in business and revenue targets across assignments. Proficient in developing and documenting downstream marketing plans to include integrated sales enablement and customer acquisition programs. A strong professional with demonstrated expertise in managing overall business operations, utilizing creative intellect, strategic insight and sharp planning skills to meet top-line and bottom-line objectives. Ability to trigger growth through implementing leadership initiatives in dynamic business environments Sumit has been running the business efficiently using great responsibility and self-discipline to keep all stake holders happy. Demonstrating at all times patience and courtesy in any circumstances to maintain current clients. Collaborate with clients on managing contractual requirements and performance metrics while encouraging open communications and brainstorming new ideas.
CIN No. : U66010MH2006PLC165288
CIN No. : U66010DL2000PLC107880
CIN No. : U74899PB2000PLC045626
CIN No. : U66000HR2007PLC052028
Agency License Number: 55400 - 11 M
License Code: 01331462
Future Generali India Life Insurance Company Limited is a joint venture between three leading groups: Future Group – A leading retailer in India, Generali Group- A global insurance group that features among top 50 largest companies in the world and Industrial Investment Trust Limited (IITL) – A leading investment company.
AVIVA Life Insurance Company is a joint venture between Dabur Invest Corp and Aviva International Holding Limited , a UK based insurance group whose association with India dates back to 1834.
Max Life Insurance Co. Ltd. is a Joint Venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd ,9, Kanda-Surugadai 3Chome, Chiyoda-ku, Tokyo, Japan.
DPLI is a joint venture between DHFL Investments Limited (DIL), a wholly-owned subsidiary of Dewan Housing Finance Corporation Ltd. (DHFL), one of India’s largest housing finance companies (the second largest in the private sector) and Prudential International Insurance Holdings, Ltd. (PIIH), a fully owned subsidiary of Prudential Financial, Inc. (PFI)
Life Insurance Corporation of India is an Indian state-owned insurance group and investment company headquartered in Mumbai. It is the largest insurance company in India with an estimated asset value of ₹2,529,390 crore.
Financial Sketchers is a Boutique Wealth Advisory Firm having its footprint in India, UAE, Singapore , Kenya, UK and Hong Kong. We work directly with our clients for catering to their specific needs for investments, growth and cash flow over a period of time. The highly experienced investment consultants at Financial Sketchers are able to create a unique portfolio for the client by rendering customized solutions on the plank of assurance and growth.
We are based out of the most iconic “World Trade Tower”, Noida and have our team located at mentioned countries and recently expanded our presence to Kenya. We are primarily offering Life Insurance , Mutual Funds , General Insurance & Health Insurance to individuals and Big Corporate houses both. We have created a Business Opportunity Model wherein we offer our expertise and platform to Individuals and Establishments interested to start or Expand Insurance Business at almost No cost basis i.e. offering our support in terms of training and expertise at all level to ensure a rapid growth for them. This model has been successfully running for the last 6 months and our Associates have a seen a lot of success with us.
The association has been mutually beneficialOur Associate Model includes a legal agreement including defined work terms which bind us for the committed commercials and support ( field & In House Both ) to our Partners .Considering the strengths of your esteemed relationships with your elite client base creating a great opportunity to cross sell life insurance solutions to the same base using the expertise of our qualified team. Our agreement is an introducer agreement and we pay our associate as the fees for introducing prospects
Available 24 hours a day, 7 days a Week. We work on all holidays