Tushar Kewlani

About Tushar Kewlani

At Truevaleo Wealth Financial Services Ltd, our team thrives on developing innovative growth investing strategies, and as the Business Development Associate, I play a pivotal role in this. Since May 2024, I\'ve been leveraging my expertise in wealth management services and the stock market to enhance our brand\'s reach and efficacy. Simultaneously, I contribute to Kitashee as a volunteer, applying my professional skills for broader community impact. Alongside my professional endeavors, I have completed my B.Com, specializing in Business/Commerce, an education that underpins my practical experience with a solid theoretical foundation.

Experience

1. Business Development Associate

   Truevaleo Wealth

   Sep 2024 — Present

   As Business Development Associate of TrueValeo Wealth, I lead the firm’s strategy, sales, operations, and client advisory functions, playing an active role in building and scaling a trust-driven wealth management business.I work closely with individuals and families to deliver goal-based investment solutions across mutual funds, SIPs, PMS, and alternative investments, with a strong focus on long-term wealth creation and financial clarity.Alongside client advisory, I oversee day-to-day business operations and mentor interns and young professionals, offering hands-on exposure to real-world finance, client engagement, and wealth management practices.

Education

• Maharishi Dayanand Saraswati University, Ajmer

  B.Com, Business/Commerce, General

• ST. Stephen's School Ajmer

  Higher Secondary , Commerce, Business/Commerce, General