19 FINANCEOUTLOOKINDIAOCTOPBER, 2025Guiding Your Financial Journey towards Smarter DecisionsWhether it's insurance, mutual funds, or alternative investments, Deep Investments provides customized solutions backed by decades of experience and a deep sense of responsibilityPowered by ExpertiseLed by Rajesh Kadam, a Certified Financial Planner since 2008 and insurance professional since 1993, the firm combines decades of experience. With a background in electronics engineering, Rajesh has integrated technology into operations, mentoring the team across finance and digital solutions. The 15-member team is structured for efficiency and client focus such that nine professionals manage the growing mutual fund vertical, supported by five operations specialists, while four senior veterans bring over a decade of experience and deep client insights. Separate teams handle life insurance, general insurance, and alternative investments like company FDs and structured products. "We nurture our team to take full ownership and responsibility, treating the company as if it were their own. With some members holding PFP certifications, we ensure that professional standards and best practices guide every client interaction", asserts Rajesh.The Journey & Future VisionSince its inception in 1992, Deep Investments has grown from a modest insurance advisory firm into a multi-vertical financial advisory firm. The firm's growth trajectory accelerated after Rajesh completed his Certified Financial Planner certification in 2005 and specialized training in equity, debt, and derivatives through BSE Training Institute, establishing a strong foundation for mutual fund advisory alongside insurance. From 2014 onwards, the firm expanded its team and adopted comprehensive technology solutions, including dual software systems to ensure uninterrupted client service. This strategic focus has fuelled exponential growth since the mutual fund assets rose from 25 crores in 2016 to over 400 crores today, driven by investments in the right people, training, and infrastructure. With a strong presence not only in India but also serving clients across the USA, Europe, Australia ,Singapore, and Middle East, the firm is preparing for a global scale-up while ensuring compliance and operational excellence. "We are developing proprietary software with AI and robo-investing capabilities to stay ahead of emerging financial challenges. Alongside this, we plan to expand our team and infrastructure to 50 professionals within the next five years to provide seamless and robust support to our growing client base", concludes Rajesh. MUTUAL FUND 10 MOST PROMISING DISTRIBUTORS FROM MUMBAI - 2025
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