About Me
Abhay Kumar Mishra
With over 12 years of experience in wealth management and financial planning, I’ve helped hundreds of families secure their financial future through personalized investment strategies and comprehensive financial planning.
As an experienced investment advisor and authorized partner with Motilal Oswal, managing over ₹200 crores in client assets, I bring institutional-grade expertise with a personal touch. My mission is simple: to make wealth building accessible, transparent, and effective for every client.
🎓 Qualifications & Certifications
- Insurance Advisory Professional
- Authorized Business Partner – Motilal Oswal
- NSE, BSE registered Stock Broker
- AMFI Registered Mutual Fund Distributor
- PMS and AIF distributor
OUR VISION
To be the trusted partner for individuals and families seeking lasting financial security and growth through clear guidance, transparency, and personalised strategies.
OUR MISSION
To empower people with knowledge and information that helps investment in stock market and personal finance decision making simple, effective, and sustainable. We aim to build confidence in financial decision-making and enhance stability for a better tomorrow
OUR VALUES
I1) Integrity: Integrity is paramount. We uphold the highest ethical standards, transparency, and honesty in every interaction. Your trust is our most valuable asset. 2) EMPATHY - we believe empathy is the cornerstone of our business. We understand that investing and insurance can be complex, we provide tailored solutions for your needs. 3) OWNERSHIP - we take ownership of your financial goals. We’re committed to working diligently, going the extra mile, and ensuring your satisfaction. Your success is our success.
Certificates
