STG Wealth offers diverse set of financial services, tailor made to meet financial aspiration of varied client segments like individuals, professionals, HNI, Ultra HNI, Institutions, HUF's & corporates. Our aim is to empower people achieve their financial goals with utmost sustainable way.
We partner our clients in the entire investment journey, right from knowing our client, their risk appetite, short & long-term goals to investment plan, execution, reporting & monitoring.
The digital wave blended with comprehensive investment ideas has enabled us to curate a client-centric investment philosophy. Our knack to hear and understand the objectives gives us an edge to offer customized wealth management solutions.
To attain globally best standards and practices to become a world-class financial services enterprise – guided by its purpose to move towards a greater degree of sophistication and maturity.
To help those who are at the bottom of the pyramid. To work with vigour, dedication and innovation to achieve excellence in service, quality, reliability, safety and customer care as the ultimate goal. To earn the trust and confidence of all stakeholders, exceeding their expectations and making the Company a respected household name.
To consistently achieve high growth and the highest levels of productivity. To be a technology-driven, efficient and financially sound organisation. To contribute towards community development and nation-building. To be a responsible corporate citizen nurturing human values and concern for society, the environment and, above all, the people.
To promote a work culture that fosters individual growth, team spirit and creativity to overcome challenges and attain goals. To encourage ideas, talent and value systems. To uphold the guiding principles of trust, integrity and transparency in all aspects of interactions and dealings.
We will adhere, individually and collectively, to our commitments, our values, and the ethical conduct of our business.
To our customers, we are committed to providing quality products and services that consistently represent an exceptional value and result in high customer satisfaction.
To the society, we are committed to improving the status of living for a large section of the population through our passion for financial inclusion.
To our employees, we are committed to offering a rewarding workplace that encourages mutual respect, communication, openness to challenge, and the opportunity for both personal and professional growth.
To our investors, we are committed to creating value and consistently delivering outstanding financial returns.
A true navigator of vision and mission in business with focus in brand building, channel building & model building capabilities with over 21 years of solid foundation.
A visionary with entrepreneurial skills and a successful 22 years of corporate career. he has worked in Banks and No-Bank Financial institutions in sales & Business Development channel Development, Branch Administration, profit Centre Development and Relationship Management..Financial institutions in sales & Business Development channel Development, Branch Administration, profit Centre Development and Relationship Management. He plays an important role in managing large teams, multiple products and multiple channels. he possesses strong analytical skill as well as great relationship management skills and abilities of effective communication with all stake holders. He has strength in direct/channel management and profitable venture establishment. Worked with ICICI Direct, reliance securities and Motilal Oswal before joining STGWS as partner & director and instrumenting in expansion of STGWS in other related financial business arena.
A visionary with acumen in entrepreneurial skills with successful career in business handling and experience in investment services. He has abundant experience in handling distinct teams in mass affluent and wealth management client category. He comes with 10 years of experience in managing complete lifecycle of the customer from Acquisition, Servicing, Query handling, Customer relationship management and retention executions. Life Insurance, General Insurance, Stock Broking, Market Linked Debentures, PMS, AIF, Assets / Lending business is his key performing product baskets while PnL management and Business development being the key focus area in his career. He had worked with Kotak Mahindra Bank and Reliance Securities before taking up this huge journey of managing Assets business of STGWS.
A tall building standing fully operational still being called Build-ing. This goes the same way having put forth umpteen years of work experience. He is financial services expert with over 15 years of experience in defining, drafting and executing business plans and models. He has sharpened his skills in business development and organizational development. Life Insurance, General Insurance, Health Insurance, Stock Broking, Wealth Management and Unlisted Securities are his favorite products boutique. Also as his role demanding, he is exploring his knowledge base in lending business both secured and unsecured. He has taken up treasury and operational excellence of STGWS.
A visionary with entrepreneurial skills and a successful 22 years of corporate career. he has worked in Banks and No-Bank Financial institutions in sales & Business Development channel Development, Branch Administration, profit Centre Development and Relationship Management. He plays an important role in managing large teams, multiple products and multiple channels. he possesses strong analytical skill as well as great relationship management skills and abilities of effective communication with all stake holders. He has strength in direct/channel management and profitable venture establishment. Worked with ICICI Direct, reliance securities and Motilal Oswal before joining STGWS as partner & director and instrumenting in expansion of STGWS in other related financial business arena.
A true navigator of vision and mission in business with focus in brand building, channel building & model building capabilities with over 21 years of solid foundation. He has a success history scripted in various organization such as ICICI Securities, Reliance Securities, BMA Wealth Creators and YES Securities. His core competencies are in large team building, PnL focus, Channel Building (B2B), Channel management and support, Wealth Management and wholesale market space. His vision in managing large teams has won several accolades in his career span. He was EVP & Head of Partnership and Alliances in his last assignment with Yes Securities before leaping his entrepreneurial journey with STGWS.
