WELCOME TO BEACON VENTIVITY
We are a Partnership firm incorporated in December 2015 and at present having 500+ satisfied customers. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).and IRDAI.We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
The vision of the organization is to deliver financial solutions that fulfill today's needs and tomorrow's dreams.The mission of the organization is to inspire and nurture people in their financial journey with need based solutions to fulfill every milestone in their life
Meet The Team
Chief Executive Officer
Madhuri Kadam has two decades of experience in to sales and senior management .She has been responsible for setting up various successful branches in life insurance companies like Aditya Birla Sunlife and Maxlife insurance. She has also worked in organisations like Lauren information and technologies, Standard Chartered Bank, ICICI prudential life and Kotak Life. A great motivator and influencer of people Madhuri was responsible for acheiving extra ordinary rresults in these organisations. She has been the backbone of setting up , Ventivity Solutions , a financial consultancy and distribution firm
Mr. Prakash Nair
Chief Operating Officer
With more than two decades of experience in to sales and senior leadership positions Prakash Nair has a deep understanding of life insurance, health insurance and mutual fund industry. Starting his career in to sales, Prakash has worked in critical leadership positions with organisations such as Wockhardt, Max Life insurance and Zee Learn. He is an expert in man management skills and result orientation. He started his successful journey as an entrepreneur by co-founding Ventivity Solutions , a financial consultancy and distribution firm in 2016.
With over two decades long stint in the Financial Services sector, Mr. Nathani has mapped the entire financial market’s landscape during his successful stint beginning from Apple Finance distributing retail bonds/NCDs & FDs, to individuals raising debt for Government Institutions via Non-SLR bonds and selling them to Provident Funds at Centrum &Darashaw. Later he was given the mandate to set up the Loan Syndication franchise for JM Morgan Stanley. Post the JM-MS split, within JM Financial he was involved in marquee transactions in Leveraged Finance for an Auto ancillary & a large telecom tower company M&A Finance at JM Financial. At his last stint with ING Vysya Bank he successfully set up & ran the Loan Syndications & Debt Capital Markets desk.
A qualified Chartered Accountant, Mr. Nawandhar has over a decade of experience in the financial market including 8 years of core Trusteeship business. Mr. Nawandhar is one of the Founders of Beacon Trusteeship as also its CEO. He comes with cross-functional experience in business development, compliance, operations, accounts, auditing and taxation in diversified industries. He has a rich experience by working with firms like NSDL, Axis Trustee and IDBI Trusteeship . His last stint was with GDA Trusteeship where he was the Business Head for Mumbai and his responsibilities included managing the overall business development and establishing the company's name in the market.
With over 15 years of experience across Management Consulting in Financial and Operations Advisory, Research, Investment Banking and Debt Syndication, Mr. Kaustubh Kulkarni is a seasoned and versatile professional with a varied and rich industry expertise. In his previous entrepreneurial journey, he has successfully promoted a boutique research and consulting firm catering to various financial institutions and industry at large. He has a thorough understanding of various sectors and his analytic prowess comes in handy to provide accurate and feasible business solutions. By qualification, he is a Mechanical Engineer and MBA.