
Ojas’ Introduction
I am an Engineer turned into a passionate Finance Professional. This all started with my fascination with capital markets while studying the engineering course. Although I was fairly skilled in the Engineering sector, I felt a different level of passion for capital markets and numbers.
My love for people and numbers directed me towards the niche of Personal finance. In the beginning days, I enjoyed playing with financial calculators and building them on my own. At the same time, I was introduced to a few online communities, where experts from the personal finance industry interacted and discussed the practical issues that they faced while handling clients. I was introduced to a new domain called behavioural finance and this helped me to understand people in a much better way.
To kindle my passion for finance, I enrolled on a hybrid Post-Grad Program in Finance Management and learnt a lot of new things while working with the domain experts. I was a part of a few learning groups where I got to know some excellent peers working in the same fraternity. Then I was introduced to Network FP which is India’s Leading Online Knowledge Platform for Financial Advisors.
I’ve also completed a program known as QPFP- Qualified Personal Finance Professional® which stretches over 6 months and includes training for about 100 hours. The best part about this program is that the Mentors and Coaches are renowned Industry veterans. This gives a mind-blowing learning and growing opportunity.
Our Philosophy
I am a firm believer in the fiduciary approach, i.e. Clients’ first approach. This also means that whatever decisions that I take are never influenced by the income/commissions. I always restrain myself from Commission driven malpractices. We only recommend products which we feel are absolutely necessary for the clients.
We follow the principle: Caveat emptor– Let the buyer beware. We try to give the maximum information about the product that the client is about to buy. We do not hide any product information from the client which may influence his buying decision.
We avoid sharing of personal data of the Clients unless required by the law. We do not share/sell any of our clients’ information to Third parties.
Ojas Dandgaval, PGDM-Finance Management- HB, QPFP®, is a AMFI Registered Mutual Fund Distributor.