Vintage Finvest Pvt Ltd. is a boutique financial services firm. We serve the financial needs of multi-generational families, business owners, endowments, retirees, and individuals. Our holistic approach enables us to create an investment strategy aligned with your unique goals. We embrace solutions leveraging the latest in technology as well as a more traditional investment experience.We also provide treasury management and financial counselling services to NGOs, charitable institutions, start-ups, SMEs, individuals, families, and organizations. We build with you, and empower you to build beyond finance to a more fulfilling life.
Rajan has more than two decades of experience in the financial services industry. Rajan started his career in 1998 as a financial consultant with Birla Sun Life Distribution Company. He then worked with Standard Chartered Bank. There he managed high net worth and ultra-high net worth clients. During these stints, Rajan navigated his clients through the early days of mutual funds investing and the fallout of the dot-com crash.
After working on the distribution side of the business, Rajan joined Franklin Templeton Investments. He worked there for seven years, last serving as the Regional Manager for South India.
Rajan took the entrepreneurial plunge in 2009. He left Franklin Templeton Investments to start this boutique investment firm. During his second stint as a financial advisor, Rajan advised his clients during the global financial meltdown.
Rajan has extensive experience of working with high net worth and ultra-high net worth individuals & families. His clients include business families, senior corporate executives, business owners, and corporates. His areas of expertise are developing and implementing comprehensive investment plans, investment strategy, retirement planning, risk management, real estate planning, and legacy portfolios.
When not managing his clients’ money, Rajan likes to spend time with his wife Shelly, and their son Krish. Rajan is a fitness freak and enjoys playing racquet sports.
Ashwin is a veteran of the mutual fund industry. He is an alumnus of Delhi University and FORE School of Management. Ashwin started his career in 1995 when the mutual fund industry in India was just two years old. Even back then, Ashwin believed in a transparent approach and sterling service. He quickly acquired clients, most of whom still work with him.
Ashwin clients are high net worth and ultra-high net worth individuals, senior bureaucrats, business families, and CXO level executives.
His clients also include young achievers from India’s premier institutes like IITs and IIMs. Ashwin likes to work closely with his clients. He helps them identify their financial goals and assists them in developing a comprehensive financial plan. He also has a strong commitment towards a high-touch and relationship-oriented approach.
His grasp of financial markets and his philosophy of keeping clients’ interest above everything else has moved his practice from strength to strength over six major financial crises.
When not working with clients, Ashwin studies the global financial markets and macroeconomic trends. Outside of work, he likes to travel with his wife, Anjali. The couple has a lovely daughter, Nandita. Ashwin also enjoys sports, road trips, and spending time outdoors.
Vineet is a seasoned professional with over twenty-five years of experience in banking and financial services. He started his career with ANZ Grindlays Bank (later Standard Chartered Bank) in 1992. He then went on to join ICICI Prudential Asset Management Company, where he discovered his passion for capital markets and Mutual Fund distribution. In his last assignment, he was heading the Investment Services for North with RBL bank, where he had set up the vertical from scratch. His previous experience with RBS as Investment Services Head helped him succeed and excel in this role.
In a career spanning over twenty-five years, Vineet has been instrumental in advising high net-worth, ultra high net-worth individuals as well as clients in designing their investment portfolio. As Head of Investment Services, Vineet was responsible for creating awareness and training his team on various investment products. He and his team were responsible for managing the investment portfolio of clients from around 50 branches of the Bank. Vineet is passionate about keeping his clients' interest above everything else. As a business leader, he nurtured many young bankers and is cited by his colleagues as someone who leads from the front. Vineet is a graduate of the University of Delhi. He has done his MBA in Marketing from Amity University.
Outside of work, Vineet likes to cook, travel, and play with his dog. He is a fitness aficionado and hits the gym daily before starting work. Wife Manisha and kids Arushi, Ashutosh, and Simba complete his family.
For Ajay Bajaj, comprehension of the power of investments sprouted as early as a school-going teenager. In the past 35 years, he has persistently honed this passion for investments into a fine-tuned craft, creating wealth for his cherished investors.
Ajay started his professional journey with R R Financials before moving to SMIFS Capital Markets, BNP Paribas - Retail Banking, and Bharat Bhushan & Co. He gained invaluable insights in financial planning while serving a wide array of investors, from HNIs and bureaucrats to corporate houses and foreign services professionals to institutions.
Along with customized investment portfolios bespoke to the investment objectives of each investor, be it a SIP commitment of Rs.1000 per month of a young professional or a tranche of Rs. 50 crore of a corporate, Ajay has also accumulated astute knowledge on taxation to increase the efficient returns on hard-earned money.
With his meticulous succession planning, he assists his clients in creating generational wealth. His association with his valued clients runs into decades. His gratification is rooted in investors realizing their financial goals and creating wealth.
Since the inception of private sector mutual funds in India, he has been closely associated with the industry and has evolved symbiotic relationships.
He is a firm believer in "You work hard for Money, Let your Money work harder for YOU."
The stock market has been Ajay's 'karmabhoomi' since the Sensex was at 500 to now, as it majestically touches 60,000, through six significant crashes and multiple rallies, for meeting his investors' financial objectives.
Ajay finds his strength and joy in his mother's blessings and love of his wife Sushma and the twins - Viyona and Vinamr.
He is an intrepid traveler and an enthusiastic photographer.
I have been dealing with them since 2003 and highly recommend their services. They have assisted me with my financial planning and investments, and I have been extremely happy with their service. I have also recommended them to a number of my friends and family and they also are very happy with the service rendered by them.
I have been associated with the company for the last 6 years. They have helped me and my family revamp our existing portfolios and insurance policies. They understand our requirements and help us achieve our goals through carefully thought out plans. I am extremely happy with their services and can rely on them for all my investments and financial planning.
Vintage Finvest has been advising me for several years on investments in debt and equity funds. I have found their advice well researched displaying a good knowledge of market conditions and the overall economic conditions. Would be quite comfortable in recommending them as a sound financial services provider.
The efforts put in by Vintage Finvest into looking after and protecting portfolios of their clients have been laudable. Personally, I’ve liked their mode of working within their organization, viz. Delegating, Supporting, Analysing and Acting. This leads to effective and successful functioning. I would like to wish them continued success in their ventures and in their entrepreneurship.
I have been associated with Vintage Finvest for over 5 yrs. The initial step was consolidating my existing portfolios as I had investments in various places, and I was finding it extremely hard to manage. The team at Vintage helped me consolidate all my investments which were presented to me in a single document – this made managing my investments easier. The team has always paid attention to my needs and requirements and has made suggestions after careful consideration. I have been very happy with their services and recommend them to anyone who requires honest and careful thought out advice.
When I retired from my government job as an Additional Secretary in 2008, I had no clue about how to manage my retirement funds. I was contemplating to park money in Fixed Deposits with PSBs, since that was the only familiar avenue for me. Just at that time, Vintage Finvest approached me to manage my funds ion a non-conventional way and helped me to analyse my requirements, profile and access my risk appetite.
They advised me to invest in a mix of Equity and Debt MFs. My investment portfolio was created on Vintage' portal, where I could see my net worth growing. They educated me on the various investment option available and tried to “oversell” to me. Gradually, my confidence grew I parked the funds of my other family members also, sa advised by them.
I and my family have reaped good benefits by our association with Vintage Finvest.