A Simple thought to  give back & contribute to the society by way of what was learnt over 25 Years of work experience from Institution’s & Individuals  lead to Incubation of UTKARSH Mutual fund Distributors  (Formerly Utkarsh Wealth Advisors ) on 2^nd October 2011. 

UTKARSH (उत्कर्ष ) means “The Right Action & the Gesture to Rise Upwards” it also means Excellence.  Wealth Creation is a Process and its Continuous at every stage “Right action” is very critical in fulfilling the set goals and “Excellence” has been achieved over three decades of Industry experience of the Team.

The Logo of UTKARSH Which is a Symbol ,  can be understood as “Money” is in the centre of action and wave form express that Market is Volatile and  the Upward arrow signifies growth. We at UTKARSH have been with clients through Volatile Markets

“The most basic of all human needs is the need to understand and be understood. The best way to understand people is to listen to them”- Ralph Nichols

"Coming together is a beginning. Keeping together is progress. Working together is success"

Like-mined persons coming together in a team, is the first requirement for success. The bedrock of success lies in such people resolving their differences and focusing on a common goal and values. Ensuring that such common goals and values withstand the test of time, and apply during times of actual performance, is what distinguishes a successful team from a group of individuals. - Henry Ford

TEAM UTKARSH

M.Sridhar has over 30 Years of relevant Industry experience spread across Equity & Debt. Has worked with Leading Stock Broking firms Managing Public issues in Equity & over the Years specialized in in Fixed Income Sales. In his previous roles he worked with Kotak Mahindra Capital Company & Kotak Mahindra Bank heading the Sales & Trading Team the Treasury sales for South with Primary Focus in Fixed Income Products. In his last assignment before stepping into Entrepreneurship he spearheaded the Institutional Sales Team in South for TATA Mutual Fund.

P.Balasubrahmanyam has over 23 Years Experience in both Institutional Sales & Banking. On the Institutional front he has worked with Kotak Mahindra Bank handling Institutional Clients, Banks & Trust for the Fixed Income sales for Bangalore & upcountry locations. In his Last assignment with Standard Chartered Bank he headed the Priority Banking Team for South & worked in Two Key Markets for the Bank Chennai & Bangalore which included managing the Resident & Non- Resident client groups.

Madan Kumar . M has over 12 Years Experience in handling Retail & Institutional Clients.An MBA Graduate in Finance & Marketing he has managed to grow Retail Client business and increase client wallet share over a period of time. Additionally he oversees back office and Client service desk.

Bhargavi .C An MBA Finance, who opted for Client facing role through service & operations. Has a Work Experience of around 10 years in Client servicing. In her previous assignment with a broking Firm she managed Client service desk & MIS. In the Current Role she Handles back office operations, liaises with channel partners.

Ashwini C Rudrappa An MBA from V.T.U, Belgaum, Has a Work Experience of around 7 years. In her Previous role in TCS She was part of the investment Banking Team, which managed risk analysis using Bloomberg and other applications and reporting .Main job was monitoring credit limits and reporting any breaches.

Thought Process

 Wealth Creation is a Process that requires Strong Principles and thorough process that has been well drafted and is also flexible in adapting to clients as every client is Unique.

 

For Clients

 At Team UTKARSH we have a rare but successful Combination of Team who have expertise in Distribution of Mutual Funds to cater to Institutional and Individual Clients.