GLOBAL WEALTH MANAGEMENT SOLUTION a professionally managed company and its key members are drawn from diverse Industries directly and indirectly related to the sector. The company maintains the highest level of Management and financial integrity and the entire Management team is committed to building a professional company keeping with international best practices in the property services business.
GLOBAL WEALTH MANAGEMENT SOLUTION has two business verticals. One which caters to Real estate requirements of the HNI clients and second which has bouquet of all the financial products for individuals and corporate.

1. daily read morning VMV
2. fill daily bhag book
3. Continuous training programs
4. prepare information sheet
5. think at least 5 minute lead before action
8. Decision-making and problem solving
9. Motivating and inspiring people book read

10. in house training every Saturday 5 pm to 6.30
11. weekly meeting 4pm to 5pm
12. incentive for sales staff
13. monthly meeting 4pm to 6 pm outside speaker speech 45 minute
14. qly meeting & yearly meeting
15. daily meeting [5 minute] morning 10.15 tell yesterday achievement & today priority & huddles if solution possible
16. appreciation good job work


  1. if you quit job our rule you will not pay salary & company benefit
  2. You will be entitled to leave and holidays as per the rules of the company.
  3. No authority is vested upon you both to make any financial commitment and enter into agreements/ contracts/understandings of any nature with any second party and third party without seeking the prior permission/approval of the management.
  4. Your continual absence for a period of 10 days (without prior permission from the management) would entail automatic loss of your job without any notice and information by the management.
  5. Your consolidated monthly salary will be Rs. (Rupees Only.)
  6. Bonus (payable during Diwali) shall be paid as per the company rules

Entrepreneur Finance

Mr. Ajay Shirke
Entrepreneur Finance

Entrepreneur Product
Business loan
Working capital
Cash credit facility & letter of credit
Overdraft facility
Bank guarantee
Bank guarantee for developers
Developers project finance

• Visionary Person – Dream to become Rich.
• Done Training from Life Skill Academy, 2002 Institute of Excellence, 2011 Born to Win.
• Looking forward for Business Growth and provide customer satisfaction.
• Has good rapport with Clients as well as employees.
• We want to achieve and maintain highest quality standards for our customers in the real estate business.
• We are committed towards delivering on our promises, on every aspect of the offering.
• Excellence should be a way of life with all our employees so that we can continuously improve.
• We want to be known as one of the most trusted names in the industry through our transparent dealings.
• We want our employees to work towards and help us create an industry role model.
• Main Products Handled:
o Networking BG Company.
o Project loan developers.
o LRD (Lease Rental Discount).
o Pre – Lease Property.
o Big HNI clients.
o Handles procurement of clients business for more than 5 core.

Miss. Varsha Satam
Team Leader
Entrepreneur Finance

• Understands the clients and able to manage and meet the needs of the client by providing them exact solution.
• make customer feel important and appreciated.
• Make customer understand your product and system.
• Be ready to help.
• Listen to their requirements.
• Provide appropriate suggestions.
• Be alert keep an eye on customer choice and preferences.
• Apologize when things go wrong.
• Give more then expected.
• Get regular feedback.
• Very Hard working and dedicated person.
• Done her training from Born to Win.
• Has long term goals to grow with the company.
• Thank the customer for their visit..

Mr. Ravi Poplai

• Qualified as a Chartered Accountant, Cost Accountant and Company Secretary apart from being a Law Graduate, Mr. Ravi Poplai has vast industrial experience in Finance Function, both in India and abroad. Last position held was that of General Manager (Finance) with Crompton Greaves Limited.
• He was associated closely with investment decisions and Secretarial Compliance for several Associate Companies in his last employment. He has been instrumental in securing/ restructuring a number of Indian Rupee and Foreign Currency Loans.
• He was involved with day-to-day management of Term Loans/ Working Capital Funds of over Rs 400 Crores. This provided him with an opportunity to interact with the Bankers/FIs not only to innovate new Financial Products but also develop extensive contacts in the said Institutions.
• He has also worked abroad with large Multi national Companies and traveled across the Globe extensively.
• His strengths include sound financial acumen and strong inter-personal relationship. An active speaker on a number of public forums like the Bombay Management Association, he has the ability to deal with large audience. This also enables him to have a wider perspective of available options.

Vidyadhar Shanbhag
CA, CS, M.Com

Finance Consultant
• Professional experience: 12 years
• He has total experience of 12 years in Banking industry which includes initial 2 years with a multi-state scheduled co-operative bank and subsequent 10 years with a Large size Indian Private Bank.
• 2 year stint with co-operative bank was into centralised loan sanctioning department & 10 year stint with Large size Indian Private Bank includes 5 years as Area Credit Head - Mumbai for Mortgages Division, then 2.5 year as Area Sales Head- Mumbai for Mortgages Division and rest of the 2.5 years into Branch Banking as Branch Manager of one of the Top 20 branches of the bank in Mumbai.

Mr.Pankaj Kishor Gharate
MBA from ICFAI in 2010
B.A. Economics from Hajarimal Somani College of Commerce & Arts, Mumbai in 2004

Trade Acquisition Manager
• Professional experience: 10 years
Having 10 years of experience in SME Banking, Fund Mobilization across industries. Worked on several fund raising deals. Worked on transactions in various sectors like Power, Infrastructure, Pharmaceutical, Manufacturing, Capital Goods, etc. Pankaj is having expertise in SME sector specially in to Gems & Jewellery.

He has following competency:
• Strategy
• Planning
• Product Management
• Breaking new avenues & driving growth
• Establishing brands & bagging breakthrough with transactions
• Proactively conducting opportunity analysis by keeping abreast of market trends and competitor moves to achieve market-share metrics.
• Exceptional leadership, organizational, communication, interpersonal, analytical, and problem resolution skills.
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9967111161 / 9967111172
504, 5th Floor Suchita Business Park,
Raigad Chowk, Station Road, Ghatkopar (E), Mumbai 400 077

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