We are a group of Investment professionals with average experience of 15 years, An Equity brokerage and distribution house, where we provide value added services such as Equity broking, Mutual Funds, PMS (Portfolio Management Services), AIF (Alternate Investment Funds), Structured debt, Fixed Income bonds, SGB (Sovereign Gold Bonds) and "Will & Trust formation" for Estate planning.
At Yaks Asia Private Limited, We don't provide any fee based advisory or research services or financial planning or solutions but Conditional advisory to our investors to help meet their financial goal.
We have 3000 plus clients across products.
About The Promoters
Atul
Singh, CFPCM
Founder and Partner
A CFP (Certified Financial Planner) from FPSB (Financial planning standard board), USA, Master in Management and Economics from Lucknow University, Post Graduate from IIFT (Indian Institute of Foreign Trade), New Delhi.
He has 22+ years of experience in the investment world. He has worked as Associate Vice President at IIFL Securities Ltd, as Vice President at Religare Securities Ltd and as Vice President at Nirmal Bang Securities Ltd.
Contact : atul@wealthasia.org
Yagyesh Dwivedi, CFPCM
Founder and Partner
A CFP (Certified Financial Planner) from FPSB (Financial planning standard board), USA, PGDBM from Norsee Monjee Institute of Management Studies, Mumbai and B.Tech (Civil) from Symbiosis Institute of Technology, Pune.
He has 10+ years of experience in Capital market in Equity Investment, Financing and business development.
Contact : yd@wealthasia.org
Core Team at Yaks Asia Private Limited
Arun Gambhir
A Post Graduate with 18 years of experience in Stock broking, client relationship management and distribution of wealth products such as PMS (Portfolio management services), AIF (Alternate investment fund), Mutual Funds, fixed income
He has worked for IIFL Securities for more than 10 years and with Yaks Asia Private Limited for last 7 years.
Anchal Rastogi
Post Graduate with 15 years of experience in Stock broking, client relationship management and distribution of wealth products such as PMS (Portfolio management services), Mutual Funds, fixed income bonds.
He has worked for IIFL Securities for more than 10 years and with Yaks Asia Private Limited for last 7 years.
OM Prakash Bidlan
Graduate with 23 years of experience in distribution of investment products such as Mutual funds, Fixed income bonds, Tax saving instruments
He has worked at Elite Wealth Ltd for 15+ years and with Yaks Asia Private Limited for last 6 years.