In Conversation with… Sreyansh Banthia, Financial Advisor, Banthia’s Finzplan  Supervision LLP

 

 

Could you please describe your professional background *

I am a financial risk manager and have cleared 2 levels of CFA. My partner, Sanyam Banthia is a certified financial planner. We are a part of the financial industry for the past 5 years now and have started our venture around 15 months back.

Please provide us a brief description of your company. *

We deal in personal finance and are a one-stop solution for all kinds of financial services including investments, insurance, mutual funds, fixed deposits, home loan, stockbroking, etc.

Who inspired you to become an entrepreneur? *

My father has experience of over 30 years in this industry. While working under him ( sort of internship ) during my college days, I got to visit over 50 clients from such diverse industries, and all of them, especially my father, inspired me to become an entrepreneur. 

Where could you see your company in 5 years? *

I would love to expand my business and have an aim of over 50 crores by then. I hope I would have connected with at least 500 clients.

How did you come up with this idea? *

Being the chief secretary of the youth wing of the New Delhi chapter of JITO (Jain International Trade Organisation), we got to interact with a lot of youths, especially in the age group of 25-35. We realized the need for such a service provider who doesn’t just act like a salesman but is a real financial advisor who gives unbiased advice.

Any piece of advice for young entrepreneurs *

Even in difficult times, entrepreneurs can find a smart way to do work and come up with a solution. Remember, an obstruction in an opportunity for an entrepreneur. Persistence is the key.

The ultimate goal of your company *

Our brand becomes a synonym with financial planning in our community. Anyone who needs any financial solution (Samadhan) has no worries and feel free to contact us.

What are the strengths of your company? *

Since we are 2 individuals with a diverse educational background in the same field, we can advise with 2 different opinions and thus helping the client to make a better choice.

How is your company tackling the pandemic situation? *

Instead of meeting physically, we connect with the clients over zoom and phone. Pandemic helped us to educate the clients about the importance of insurance and safe investment for regular passive income. Also, in this pandemic situation, we are offering free consultation as our bit to give back to the society

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