4:04 pm - Tuesday May 23, 2017

A company that makes ‘our concern, their concern!’

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Pradeep Karambelkar

A company that makes ‘our concern, their concern!’

Vision Advisory Services Pvt. Ltd. (VAS) isa leading investment solutions’ firm with the correct blend of expertise and experience. The company has been offering optimized and appropriate investment solutions for more than a decade and has served hundreds of clients over the last thirteen years.

Brainchild of Mr. Pradeep Karambelkar, the company was founded in 2004 to offer a wide range of specialized financial services.Strategically headquartered in Bhopal, and with branch offices in Indore & Jabalpur, Vision Advisory offers various kinds of investment driven financial services. They have been associated with and are distributors for multiple national and global financial organizations that operate in varied sectors like Insurance, Stock-broking, Currency derivatives, Mutual funds, IPO Distribution. The company also operates in the Realtor services& Information technology sectors.

Since its inception, and under the leadership of Pradeep, the company has not just grown multifold to become Madhya Pradesh’s fastest growing premier investment advisory services’ company but has gained immense trust & great popularity amongst a large group of happy and satisfied client base.

Vision Advisory offers a wide range services to meet the varying needs of their individual and institutional clients. Their approach towards investment is innovative and trustworthy. They believe in keeping the interest of their investors’ first, always! The products and services are supported by the company’s multi-manager proposition ensuring less volatile investments with improved long-term returns. The company’s by-line – “Your Concern is Our Concern” is truly their motto which shows in their approach towards investments. Offering diverse investment services in such varied sectors is a challenge that Vision Advisory has beautifully met through their customer-centric approach instead of a product-centric one!

Along with their offerings in the financial sector, Vision Advisory is also known for their services in the medical sector for ‘SEWA – an IT enabled Hospital & Patient Management System.’ SEWAis a digital record maintaining service that serves about four thousand patients per day through various Government-run district hospitals of Madhya Pradesh.

More than a decade long experience in the financial sector, company’s transparent operations, expertise and the flexible business model enables them to effortlessly offer productive investment solutions with minimum risks to their investors. Their expertise in the field lets them estimate future risks, therefore, ensuring safe offerings for their clients’ needs.

While speaking to The CEO Magazine, Mr. Pradeep Karambelkar – Founder & Managing Director of Vision Advisory Services Pvt. Ltd.said, “Our team, organizational values & our client-driven approach are the reasons for our success. We’ve created a lot of wealth for our clients, but what deems us special are the personal relationships we create with them. No other firm can match the depth of our experience and our dedication to personalized professional services. The markets may fluctuate, but our dependability never will. Each and every aspect of our business is continuously upgrading to create value& wealth for our clients.”

Pradeep also mentioned his vision for the future of his company. He eventually envisions a national presence, which will be rolled-out in phases; starting with taking the company’s operations to six major states of India – which have already been identified. Vision Advisory also aims to invest in technology in order to build efficient systems that will help its clients have easy access to their investments, market dynamics and company’s representatives.

Major Milestones of the company

 

Year Milestone achieved
2003 – 04 Started Operations
2005 – 06 Secured ICICI Securities sub-brokership
2006 – 07 Nominated for CNBC Financial Advisor Award
2007 – 08 Secured Angel Broking sub-brokership
2007 – 08 Launched unique franchise model
2009 – 10 Nominated asCNBC UNSUNG HEROES
2010 – 11 Ventured into Real Estate broker ship with RE|MAX
2011 – 12 Launched SEWA(IT Enable Hospital and Patient Management System Software)
2011 – 12 Became member broker with MPSE for trading on NSE|BSE platform
2013 – 14 Launched his publication “Investment Avenues
2015 – 16 CII Vice Chairmanship for Bhopal Zonal Council
2016 – 17 CII Chairmanship for Bhopal Zonal Council

 

Awards & Recognitions

  • ICICI Hall of Fame
  • President invitee for Visitor Conference at Rashtrapati Bhawan 2014-15
  • Nominated for CNBC Financial Advisor Award 2006-07
  • Recognized as ICONS of Bhopal by Patrika group 2016-17
  • Café Mutual” did a comprehensive coverage of Vision Advisory 2013-14

The Man behind the success

Mr. Pradeep Karambelkar – Founder & Managing Director

Apart from being a financial expert, Pradeep is the key strategist for the business and is great at managing human resources. By identifying future human capital implications in advance he is inherently able to alter, redesign & deploy new people practices to enhance performance and productivity.He believes in continuously investing in people through skill-development drives.

Finding new avenues to help the community and spreading positivity inspires Pradeep. He has been a former Chairman of CII Bhopal Council for 2016-17 and continues to lead a lot of initiatives across the spectrum viz;

  • He is an active Council Member of CII
  • Pradeep is also associated with PHD (Progress Harmony Development) Chamber of Commerce and chairing State Youth Initiatives Committee.
  • Mentor for NEN (National Entrepreneurship Network) initiative.
  • He is also a Co-founder of YI(CII) Bhopal Chapter, Yuva Manch (Hindi Bhawan) and Founder of Association of Bhopal Realtors
  • He is Active Member with Lions Clubs International for past 13 years and served in various leadership positions
  • He also worked with NAR-INDIA (National Association of Realtors, India) as Chairperson PR committee for 2013-2015
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