Vivek D.
Regional head sales (Gujarat,MP)
- Role
- Regional Head at Adityaraj Group
- Location
- Surat, GJ, IN
- LinkedIn followers
- 500 followers
About Vivek D.
As Founder, I lead sales and client acquisition strategies for our Portfolio Management…
Experience
Regional Head
Aug 2025 — Present · Madhya Pradesh, IN
As State Head - Sales at Adityaraj Group, I lead the growth and client acquisition initiatives for our Portfolio Management Services (PMS) and equity mutual funds platform. With a focus on delivering tailored investment solutions, I help high-net-worth clients and retail investors achieve their wealth-building objectives through professionally managed equity portfolios.Our equity PMS offerings provide high-net-worth individuals with customized, actively managed portfolios, direct ownership of securities, and personalized strategies aligned with their financial goals and risk appetite. We ensure transparent operations, robust risk management, and ongoing portfolio optimization, managed by experienced professionals.At the same time, our mutual funds arm gives retail investors access to diversified, SEBI-regulated investment options with low cost structures and a user-friendly experience. We offer a broad spectrum of equity funds from large-cap to diversified and thematic strategies, empowering investors to start with minimal capital and maximize returns through steady wealth creation and professional management.My mission is to drive financial awareness and support our clients\' investment journeys with integrity, transparency, and expertise
Education
Savitribai Phule Pune University
Sardar Vallabbhai Patel University
2013 — 2015
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