Yeshwant Shingwekar having a firm “Prosper Finmart” since November 2015, working on a mission to help people achieve financial freedom.
MBA in Marketing from University of Poona & Chartered Wealth Manager from American Academy of Financial Management and have 25 years of experience in sales & marketing at senior level in various industries like FMCG major Union Carbide India Ltd, United Televisons(UTV), Prince Plastic Group and Shriramlife Insurance Co Ltd.
Having worked in Insurance Industry at a higher level and having understood the dearth of customer centric wealth consultant in the market, decided to start wealth consultancy so as to give sincere and ethical consultancy to the clients.
Started his firm 'Prosper Finmart' in November 2015 which helps individuals define their financial goals and help them achieve it through proper wealth consultancy and hand holding throughout their financial journey so as to achieve financial freedom. This includes budgeting, cash flow management, Insurance Planning, Goal Based Investment Planning, Tax Planning and Estate Planning.
My USP is I don’t sell the product but sees the utility of it from client’s perspective before recommending it to the client. Hence my motto ….” Client First” and aims to cover 2000families by 2025.
I also do handholding with MSME for proper cash flow management and budgeting so as to improve their overall profitability.
I do conduct investor awareness program for investors from different segment and corporates so as spread financial awareness.
Vision...Help clients transform their financial health from Good to Great through wealth mentoring.
Mission...Spread financial awareness to 5000+ families through Investor Awareness Programs by 2027
Values...Wealth Mentoring based on knowledge, client first approach, transparency and ethical practices.