Yashwant Amarsingh Rathore
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. 550 Crores. Additionally, his SIP book stands at an impressive Rs. 2.5 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
CA Vipul Shah, CFA, boasts over a decade of expertise in the financial services industry, commencing his journey in 2010. With a rich legacy spanning 13 years, he has spearheaded 50+ IAPs and addressed an impressive clientele exceeding 7,000 individuals.