FINANCIAL ADVISORBirju Acharya CFP CWM
Birju Acharya is the founder of Birju Acharya CFP CWM, one of the best financial firms in Ahmedabad. He is a certified astute financial planner, having a rich experience of 17 years in various financial domains like portfolio management, financial planning analysis, new business development, etc. He has successfully managed several large businesses in the financial service industry. Educating and advising clients on specific financial areas like mutual funds, retirement planning, stock market, insurance, taxes, education investment, etc.
He is not only a great financial adviser having specialized knowledge of investments, savings, and money management but also possesses great people skills. He has gained the respect and trust of their client by serving and helping them reach their goals. He has revealed his true self to clients keeping the line of communication open, updated with current financial issues and opportunities, makes complex financial concepts easy to understand. He updates customers with the current market trends, and financial regulations/laws.
He thoroughly enjoys the rewards that come, by assisting clients to make an informed decision on their financial status, goals and working with them to develop financial plans and strategies. He constantly reviews and responds to clients changing needs and financial circumstances. He helps clients accommodate special circumstances, such as education finance, retirement plans; growing families continuously monitor their financial plans and readjust them as required. He guides them in bringing all of the pieces of their financial lives together. He regularly updates clients with news of new financial products or changes to legislation that may affect their savings and investments.
OUR USPs
• Client Profiling
• Requirement Analysis
• Portfolio X-Ray
• Wealth Monitoring on Quarterly Basis
• Requirement Channelize from the product range of Rs. 1000 - 5 Crore
• Review Investment
• Chart Analysis
• Expertise With Financial Softwares
• Strategic Planning
• Technical Analysis
• Fundamental Analysis
• Requirement Analysis
• Portfolio X-Ray
• Wealth Monitoring on Quarterly Basis
• Requirement Channelize from the product range of Rs. 1000 - 5 Crore
• Review Investment
• Chart Analysis
• Expertise With Financial Softwares
• Strategic Planning
• Technical Analysis
• Fundamental Analysis
GET IN TOUCHContact Birju Acharya CFP CWM
Address
503, Shivalik Shilp 2, Opp. ITC Narmada Hotel, Judges Bunglow Road, Vastrapur, Ahmedabad, Gujarat 380054
Phone
(+91) 98251 26655
Email
info@birjuacharyacfp.com
Birju Acharya’s Professional Journey
- Employment History
- 2007
Started his career journey as an ICICI Life Advisor in Patan
- 2008
Took Franchisee of Motilal Oswal Financial Services and set up his own office in Patan. During 2008 he has earned SIP tickets worth approx. 2 lakhs and a Total AUM worth Rs. 70 lakhs. He also begins his journey as a wealth creator in NJ Wealth where his main focus was on Mutual Funds and SIP. He is also been associated with Bajaj Life Insurance where within the first year, he has collected a premium of 10 lakhs.
- 2009
He kicks off his journey as a Technical Analysis.
- 2011
Got certification of CFP Standard Board Examination and got more precise experience with Wealth Creation. He also completed NY with a B grade, acquired new 1000 clients.
- 2012
He has gained knowledge about Charted Market Technician
- 2012-2015
He has acquired more than 2000 new clients.
- 2017
Client Acquisition hit several 2500.
- 2018
He establish Corporate Office with Client Acquisition of 700 in Ahmedabad and altogether it would be 4200.
- 2019-2020
Turning Point of our Journey of 13 years and was reached to pick a point of client Acquisition of 6200 and introduce more number of verticals like Financial Planning, Broking, Investment, Wealth Creation and Portfolio Management.
- 2020
Started services PAN Indian and NRI customers from different 7 countries
- 2021
Client Acquisition hit several 8000+ from PAN Indian and NRI customers’ altogether.
- Projection 2022
- Statewide Franchisee Model
- Advisory Desk
- Fintech Solution with our on Mobile Application and CRM
Collaboratively administrate turnkey channels whereas virtual e-tailers. Objectively seize scalable metrics whereas proactive e-services. Seamlessly empower fully researched growth strategies and interoperable internal or “organic” sources.
Credibly innovate granular internal or “organic” sources whereas high standards in web-readiness. Energistically scale future-proof core competencies vis-a-vis impactful experiences. Dramatically synthesize integrated schemas with optimal networks.
Interactively procrastinate high-payoff content without backward-compatible data. Quickly cultivate optimal processes and tactical architectures. Completely iterate covalent strategic theme areas via accurate e-markets.
Phosfluorescently engage worldwide methodologies with web-enabled technology. Interactively coordinate proactive e-commerce via process-centric “outside the box” thinking. Completely pursue scalable customer service through sustainable potentialities.
- 2002: Objectively innovate empowered manufactured products whereas parallel platforms.
- 2004: Holisticly predominate extensible testing procedures for reliable supply chains.
- 2005: Dramatically engage top-line web services vis-a-vis cutting-edge deliverables.
- 2009: Proactively envisioned multimedia based expertise and cross-media growth strategies.
- 2012: Seamlessly visualize quality intellectual capital without superior collaboration and idea-sharing.
- 2018: Holistically pontificate installed base portals after maintainable products.