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
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.
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.