VISION ADVISORY SERVICES, A LEADING BRAND IN THE FASTEST AND PRIMARY INVESTMENT ADVISORY SERVICES INDUSTRY

VISION ADVISORY SERVICES, A LEADING BRAND IN THE FASTEST AND PRIMARY INVESTMENT ADVISORY SERVICES INDUSTRY

The journey for Vision Advisory Services started in 2004 with the idea of catering one-stop professional investment service and a philosophy of ‘your concern is our concern’, to the government service class genre that overpowered the population of Bhopal.

The company strived hard to be a part of their investment journey by advising them on investments, taxes, insurance, financial planning as their financial advisor so that they will have consolidated data of their investments at one place. Headquartered in Bhopal MP, under the leadership of Pradeep Karambelkar, Managing Director, it offers a wide range of financial services and products from Insurance, Stock Broking, Currency Derivatives and Mutual Funds to IPO Distribution, Real Estate.

THE MAN BEHIND THE IDEA

Pradeep Karambelkar, Managing Director, seeks new avenues to help the community and spreads optimism & joy. He is the founder, key promoter and Managing Director of Vision Advisory Services (P) Ltd. He continues to lead initiatives and ventures, is an expert in human resources and excels in shaping business strategies, identifying human capital implications and designing & deploying people practices enhancing performance and productivity.

Pradeep recollects, “We foresaw the problem of non-availability of reliable and diligent one-stop investment solutions services in MP and this served as fuel to our passion and laid down the foundation of the company. We believe that a strong Network can grow our business multi-fold.”

TRAJECTORY OF THE SWIFT GROWTH 

The company is in the process of expanding our network by growing the brand and by collaborating with National and International Brands like CII, TiE, BNI and more. The course of growth has been impressive over the last few years, namely;

  • 2012 – It ventured into a new space that provided IT-enabled Hospital & Patient Management System through its product “SEWA”. SEWA currently is deployed in approximately 40 hospitals, Government, District and Civil Hospitals across Madhya Pradesh and catering to nearly Thirty thousand patients daily.
  • 2014- It started as India’s one and only bilingual, financial, monthly magazine “Investment Avenues” to create awareness among individuals towards financial products and financial planning and investments.
  • 2016- It delved into a new exciting space of start-ups and opened an incubation centre for start-ups, VASPL Initiatives Pvt. Ltd as the subsidiary of Vision Advisory Services Pvt. Ltd. They currently incubate 15 start-ups and have seed-funded 8 of them.

Vision Advisory is the state’s fastest and premier “Investment Advisory Services” company, with nearly 15 years of experience in helping people protect and grow their wealth.

SOLUTIONS ON OFFER 

Their human resource is their success; the employees are the key differentiating factors who carry the organizational values while performing their duties. They’ve helped in creating millionaires in Central India, but it’s their deep personal relationships with the clients that truly set them apart.

“No other firm can match the depth of our experience, our dedication to personalized professional service and our successful Business Partner Module. The markets may fluctuate, but our dependability never does. Every small detail of our undertaking is continuously upgraded to create value for our clients. We continue this philosophy of Concern, Empathy, Honesty and Integrity in all our businesses” added Pradeep. 

HICCUPS TRIUMPHED 

The MD feels that failure happen only when you quit, there can be downfalls and learning with a non-reactive attitude and looking beyond the problem. Having a calm, composed and accepting attitude can bring anyone out of difficult situations. Having a view of an outsider can bring out of the box thinking and help in maintaining the profitability in the reactionary market. He strongly believes that this will help in fueling the growth and find the right resources in terms of human capital.

Vision Advisory envisions catering to various geographies with the inclusion of technology by providing centralized data which will help its large customer base located in distant locations to have access to their investment details. It is also striving to offer the standard quality of products and seamless services to its customers by using cutting edge technology and skilled manpower.

A ROAD MAP TO FUTURE 

Vision Advisory is providing financial services to its Twenty Five Thousand plus clients and serving close to Thirty Thousand patients per day through SEWA (IT Enable Hospital and Patient Management System Software) for the last seven years in various district hospitals (approximately 40).

Pradeep emphasizes, “We have connected to various B2B business and B2C clients through our start-ups. This has increased our visibility PAN India and took the business to major states to make Vision Advisory a national entity. We also invest in Training and Development of skilled human resource to provide best in class service and financial advice to its valued customers and contribute in building the start-up ecosystem in MP and grow 100 startups in the next 5 years.” 

FEATHERS IN THE CAP 

Pradeep believes that the opportunities in the market are endless and it is imperative to think disruptive while you maintain human touch and be technically strong. Keeping this ideology intact he has managed to bag several awards to his name, to name a few;

He has been recognized as “Pride of MP” by Dainik Bhaskar Digital, “Icon of Bhopal” by Patrika group and “Madhya Pradesh Ratna” by MP Press Club. He was invited by honorable President of India on the occasion of the Visitor’s Conference 2015 to participate in the Industry-Academia Interactive session. Vision Advisory was selected in the ICICI Hall of Fame. “Café Mutual” did a comprehensive coverage of Vision Advisory 2013-14

FUTURE PLANS (WITHIN 5 YEARS)

Visionary Advisory Services is looking forward to investing in promising start-ups and to date has invested in 8 start-ups which are at the growth stage and incubating seven other start-ups in traction stage ready to enter growth stage. Four of their start-ups would be joining the Ten Million Club by the next financial year.

Pradeep proudly shares, “In the next three years, Vision Advisory will serve Fifty Thousand plus customers, make Investment Avenues a national publication in next 3 years, Launch of Aasha App which would be a tech-based service (a lead generating app), Use of Blockchain Technology in SEWA, Train Ten Thousand plus candidates on data management, emergency services in the next five years and more.” 

The company would be taking SEWA to six major states and creating 100 hospitals network in the next one year. This will create employment for almost 1000 people. We aim to serve more than Fifty Thousand patients every day through these hospitals

APPROACHING CHANGE

It is not about the idea or the opportunity, they are present everywhere. It is always about the execution and execution starts with the top and is a reflection of a mindset. Company is nothing but an entity that is made up of a group of people who are driven by some common objectives and value system.

“As quoted in ‘Shrimad Bhagwat Geeta’ – ‘Parivartan Sansar ka Niyam Hai’, change is the basic nature of the world. Those who can’t change can’t survive. One needs to be adaptive and flexible to embrace the change and adopt the latest technology to fuel the growth. Innovation and Tradition have to go hand in hand” wraps Pradeep.

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