Spectrum Wealth Management Private Limited

In their own words

Spectrum Wealth Management Private Limited was incorporated on 11th Feb, 2021 with its registered Office at C-91/10, 1st Floor Wazirpur Industrial Area New Delhi North Delhi - 110052. The company has an authorized capital of Rs. 1, 00,000/- and paid-up capital of Rs. 1, 00,000/- As an Wealth Management company, we represent many insurance, banks, and investment companies which offer a wide variety of coverage options and investment plans. With our knowledge and experience about the market and customer needs, we can often find a better value for your investment. We also offers consultation and assistance to a variety of needy beneficiaries, regardless of whether they was previously associated from us or not. We have a team of Industry experts who provide best suited solutions on the basis of customer requirements. It may be noted that our target audience would primarily be salaried employees preferably from rural background. The company has qualified professionals in financial sector who understand their customers’ needs and basis on their needs they provide the best solution available in the market with their over the years of expertise experience. We give opportunities to all the youth of our nation to do work with us. Financial services sector is one of the vital organs of the Indian economy given its sizeable contributions to economic growth and equality. With a contribution of 5.8% to Gross Value Added (GVA), the sector engages a significant chunk of working population in the country. It is also one of the major contributors to the external sector revenue as the share of financial services trade printed at 9.2% of the total services trade of the country in 2016-17 (financial services exports to total services exports at 3.1%; financial services imports to total service import at 6.1%). The financial services sector comprises of organisations such as commercial banks, investment banks, development finance institutions, non-banking financial companies, insurance companies, hedge funds, credit-card companies, consumer finance firms, accounting agencies, brokerage firms, cooperatives, mutual funds, new payment banks and small finance banks etc. The sector is dominated by banks in terms of operations, but when it comes to employment, it is the financial intermediary segment that contributes nearly 65% to the total employment pie of the financial services sector, followed by the banking sector which shares nearly 25% of the pie. As of March 2016, 13.01 lakh employees were employed by All Scheduled Commercial Banks. The third contributor to the employment pie is insurance sector, which employs nearly 2 lakh population in the country. We share below brief information about the core team. Pankaj Gupta A seasoned professional and an industry veteran with over two decades of experience with a dynamic presence in the financial services sector and associated with SBI Life, Max Life, Ceasefire, Pankaj Gupta is Chief Executive Officer and Director in the company. In his role, he is responsible for distribution of financial products through various channels including Proprietary Channels, Work-site, Retail and Direct Sales, Institutional Sales, Business Development and Distribution Operations with Business Strategy and Financial Management. He also steers strategic direction and growth of the company through his deep involvement in the strategy formulation processes and plays an important role in managing Employee Relations and communications. Richa Varshney Richa is a postgraduate who has used her resourcefulness and creativity to create success for the company. She has been associated with Hotlogics Insurance Marketing Pvt Ltd. She engages with all the employees and ensures employee betterment. With a passion to work hard, Richa has helped company grow leaps and bounds. Richa contributes to the success of the company with her insight on key business levers and understanding of all business dynamics.

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