SURENDRA CHAURASIYA (DIRECTOR OF SK WEALTH)
- AUM as of now: 60 crores (as of 07th July 2023)
- Client base: 600+ families
- Employees: Dedicated team of 6 employees
- Office Location: Bhandup West, Mumbai, India
In today’s fast-paced world, managing finances can be a challenging task for many. With the need for expert advice and guidance on wealth creation, more and more people are seeking the help of financial experts. One such financial advisor making a name for himself in the industry is Surendra Chaurasiya.
Surendra Chaurasiya, the founder of SK Wealth, is a self-made man who started his career in the finance industry with a strong determination to succeed. Located in the bustling city of Bhandup West, Mumbai, SK Wealth Management has been providing financial advisory and product distribution services for over a decade. He built his company from the ground up with a mission to provide his clients with the best solutions for wealth creation. Today, his company manages the wealth of over 600 families and has become a trusted and reliable family’s financial expert in the industry.
Mr. Surendra’s success is due in large part to his commitment to providing personalized attention to each of his clients. He understands that each client has unique needs and goals, and he takes the time to get to know them and their financial situations. This approach has earned him the trust and loyalty of his clients, many of whom have been with him for years.
One unique aspect of the SK Wealth firm is its elegant and comfortable office setup. With each employee having their own desk, they can address the queries of each client in a personalized manner. The company’s environment is designed to make clients feel comfortable, with competent relationship managers (RMs) making sure that every client is addressed with utmost care.
He believes that building a strong community of SK Wealth is essential to his firm’s success and focuses on building relationships with each client, making them feel like family members. To this end, Mr. Chaurasiya ensures that each client is given a refreshment before leaving the office, showing that he values their time and is grateful for their trust in his firm. It’s no surprise then that SK Wealth Management has built a loyal client base of over 1400 satisfied clients.
Mr. Chaurasiya’s expertise in financial advisory and product distribution is second to none. With over ten years of experience in the industry, he and his team can understand each client’s needs and offer customized solutions to achieve their financial goals. He believes in taking a personalized approach to financial planning, tailoring strategies that fit each client’s unique circumstances and risk tolerance.
But Surendra’s success didn’t come easy. He knew that he needed to constantly improve and learn in order to stay ahead of the game. That’s why he became a part of Sparrow’s Sprout’s Fast Track Business Coaching Program.
By learning from experts in the field, Mr. Chaurasiya is staying up-to-date with the latest trends and strategies, ensuring that his clients receive the best advice possible. He learned how to develop and grow his business, as well as connect with his clients on a deeper level. With the help of the program, he is learning to build a stronger and more successful company.
Now, Surendra is an inspiration to all aspiring entrepreneurs and business owners who want to achieve success and make a positive impact in their communities. His success story shows that with the right mindset and guidance, anyone can achieve their goals.
