Umesh
Shukla (Executive Director)
Umesh Shukla has been in the field of Investment Advisory since 1983. In 1983 he
became a Mutual Fund Advisor with UTI. In 1987 he was selected to be the Chief Representative
of Valsad District in UTI Mutual Fund. In 1995 he became the first Franchisee of
UTI Mutual Fund. He rose to be the Business Development Associate for Valsad district.
He heads Investment Mall. He has built the organisation on the pillars of trust,
transparency and unbiased consulting. Investment Mall offers all the investment
avenues, traditional as well as new generation, on a single rack.
His firm has its presence in South Gujarat covering important centres and has a
client base of more than 7000 households. He is a pioneer to have introduced the
concept of goal-based Financial Planning in this region. He has a team of CFP certified
professionals who have been managing clients and their portfolios based on the concept
of Comprehensive Financial Planning.
Umesh is associated with the initiatives of Customer and IFA education in South
Gujarat for more than 12 years.
He was a Chairman Club member of LIC for many years. He has received the all-India
Business Development topper award several times from UTI. He received 'Growth Champion
Award of the Year' for two categories –Highest growth in investor folios and
highest new SIPs in the Wealth Forum Advisors Awards, 2010. He was also nominated
for CNBC Best Financial Advisor Award.
Gokul
Parekh (Vice-President)
Gokul has a rich experience spanning more than 15 years in the Personal Finance
domain. His passion and ability to learn helped him grow very fast in Investment
Mall, one of the leading South Gujarat-based wealth management firms. Today he leads
a team of financial planners there. He also handles the entire operational activities
of Investment Mall.
A Certified Financial Planner himself, he has immense practical knowledge about
comprehensive financial planning as well as taxation. He brings with him a deep
understanding of financial products like mutual funds, insurance and portfolio management
services. He has been part of the prestigious HDFC Standard Life Million Dollar
Round Table (MDRT) team.
Rajiv
Singh (Chief Operating Officer)
Rajiv has recently joined I-CAN Financial Solutions as Chief Operating Officer.
He looks after the complete operations setup helping the team in activities ranging
from servicing of potential clients, processing of applications to providing effective
solutions to the customer's financial requirements in the most efficient and cost-effective
way.
He interacts regularly with the Asset Management Companies keeping up with the sales
process and operation related updates to align I-CAN's strategies to deliver the
best offerings in the market. He is involved keenly in the business development
process with the management to take I-CAN to greater heights keeping in mind its
long-term vision and mission.
Earlier, Rajiv has spent three years working with Schlumberger Oilfield Services
as a Mechanical Wireline Sustaining Engineer. During his stint with the best organization
in its industry, he worked on multiple projects in Pune and Paris, leading a team
of mechanical designers to provide solutions for failures in oilfield tools and
implementing the respective changes in the manufacturing process, focusing on delivering
resolute quality through consistent standards and processes.
He holds a degree for Bachelor of Technology in Mechanical Engineering from Veermata
Jijabai Technological Institute (V.J.T.I.), Mumbai and a Post Graduate Diploma in
Management from IIM Indore.
Mentored
by
Sanjay Sinha (Founder Citrus Advisors)
Sanjay was till recently the CEO of L&T Mutual Fund which was known as DBS Chola
Mutual Fund before it was acquired by L&T Finance in January 2010. During his
3 year stint with the company, he has managed to grow the assets under management
fivefold. Before joining DBS Cholamandalam Asset Management in September 2008, Sanjay
was the Chief Investment Officer at SBI Mutual Funds.
He started his career with UTI AMC Pvt. Ltd. and was with them for over 16 years.
Funds managed by him were the first few funds from UTI that won awards for their
performance. Sanjay joined SBI Funds Management in 2005 (a joint venture between
SBI and Societe General Asset Management (SGAM)). During this tenure, the Fund House
won 34 awards in a span of 3 years i.e. from 2005 - 08 for the performance of its
funds. In this period funds managed by SBI Funds Management grew from Rs 6500 crs
to Rs 36000 crs.
He has managed the entire spectrum of equity funds - from exchange traded fund,
index funds, diversified equity to sector funds. In UTI he has also had hands on
experience in sales and marketing and operations in the initial part of his stint.
He, therefore, has the unique distinction of having an experience in all the three
key areas of functioning of a mutual fund - mobilization of funds, investments and
investor servicing.
He is an Honours Graduate in Economics from University of Delhi and a Post Graduate
from IIM Calcutta.
Powered by Citrus Interactive
Citrus Interactive intends to provide a platform to all three stakeholders in the
wealth management industry – Manufacturers, Investors and Distributors to
communicate with each other in a more effective manner. The website carries enriching
content in the form of in-depth mutual fund reviews, exhaustive scheme information,
tools and calculators. It also brings to viewers latest information on investment
products, economy news, live markets news, opinion polls and views of experts. Investor
queries are answered by a team of experts and discussions are facilitated on the
Discussion Board.