Mr. Yashwant Rathore, Director and Founder of Payal Edge Investments, brings over 25 years of invaluable experience in the investment industry. With a loyal client base of over 3,000 satisfied investors, he manages mutual funds and PMS worth over Rs. 650 Crores. Additionally, his SIP book stands at an impressive Rs. 3 Crores. Known for his exceptional service, diligent follow-up, and consistent returns, he has earned the trust and loyalty of his clients. A true workhorse, Mr. Rathore is always striving to ensure his clients’ happiness and financial success. Through his dedication, he has built a strong personal brand, and today, Payal Edge Investments is recognized for the same qualities of excellence and client-focused service.
He says that an MFD should concentrate on all areas of financial life and make sure that they take care of every client in all aspects related to finance. Payal Edge offers the following products and services to clients – Mutual Funds, Insurance (General, Life, Term Plan, and Group Mediclaim Policies), Gift City Products, Fixed Deposits, PMS/AIF, and Loan against Mutual Funds.
He has been a founding member of PIFAA since its very inception. He has also served as a Treasurer for PIFAA in the past.
He has also been a very active member of the Rotary Club of Pune Synergy for the last 10 years. He also served as a President here in the past.
Biography
Dhaval Chitre, an MBA in Finance and HR with a B.Com background, leverages over 13 years in finance. With 8+ years in prestigious firms like Bank of New York Mellon and Credit Suisse (2010-2018), he brings innovation and profound expertise. Transitioning to financial coaching, teaching, and mentoring for over 5 years, he now serves as a Financial Mentor and Finance Faculty in Management Institutes.
Dhaval excels as PIFAA's Director and Treasurer, a freelance counsellor, and a guest lecturer. Holding AMFI Mutual Funds and IRDA Life & Non-Life Insurance authorisations, he excels in Investor Awareness Programs and simplifying intricate financial products. "Dhaval Chitre, a respected figure in the industry, offers valuable guidance and knowledge to individuals on their financial paths."