About Me
SHIVESH GAURAV
Certified Financial Planner, MBA Finance, NISM Investment Advisors Level 1 & 2 and B.E
Co-Founder & Partner, Midas Investment Advisors
Shivesh Gaurav is a financial advisor & Co-Founder of Midas Investment Advisors. His engagement in the family business enabled him to realize the importance of investments & personal financial management at an early age
Shivesh has worked for social entrepreneurship project in Boston, under the guidance of Former US President, Mr. Bill Clinton and Micro Finance Guru & Nobel Laureate, Prof. Muhammad Yunus.
Shivesh’s burning desire is to deliver Wealth Management solutions to help families achieve Financial Freedom & Peace of Mind. He strongly believes that every family's needs are unique which need to be addressed by a personalized financial solution.
About Work Experience
I am a financial advisor passionate about serving individuals, families & business owners to help them overcome their financial stress, make better financial decisions, and save more towards their financial goals. The regular review meetings ensure that my clients are on track to meet their goals.
My clients are happier and live a more carefree lifestyle without stress knowing that they have an advisor they can trust.
I offer a free, no obligation review of your current financial situation BUT more than that I offer you a Second Opinion…
If you Need help to Streamline your personal wealth? OR Want to create a Retirement/ Kid's Education Corpus? Then Get in touch with me.
Experience & Qualification
Qualification
CFP, MBA Finance
Experience as an Advisor
13 Years
Total work Experience
13 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Real Estate Brokers
Portfolio Management Schemes
Will Writing Services