• We the Change the way you Invest…..
  • aptadvisors@gmail.com
  • +91 9811528888

About Us

Our Team

We Are Expert In Wealth Management

Abhishek Bansal

PGDBM (Finance & Marketing) from Fore School of Management, New Delhi
AWP - Accredited Wealth Planner
MFP – Master Financial Professional, AAFM, USA
Certificate in Financial Advising, IIBF
AMFI Certified
IRDA Certified
Over 15 years of experience in Financial Services Consultancy/ Advisory

C S Raju - Sr. Vice President

C S RAJU has over 20 years’ work experience predominantly in Private banking and Asset Management. Key strengths are Business development and Relationship Management. His earlier roles have been with Motilal Oswal, Karvy, ING Vysya Bank, Mirae Asset and Anand Rathi. He is a science graduate and holds PGDM in Personnel Management. Passionate about social work and loves to read

Apt Advisors, incorporated in February 2007, aims to provide Consultancy to individuals on various Investment related issues with a difference.

Promoted by Abhishek Bansal with an experience of over 15 years in Customer Relationship Management & Financial Advising domain, difference lies in unbiased consultancy to individuals with emphasis on solution to a financial query & strategy to achieve the same.

Our domain areas of Excellence includes:

  • Customised Tax Free Pension Plans
  • Goal Based Investment Solutions
  • Fund Management
  • Liability/ Indemnity Solutions
  • Hand Holding for Business Process Re-Engineering & New Business Setups
  • Corporate Solutions/ Liaising Services

And much more…..

Honest & Trustworthy partner for all your financial needs. We, at Apt Advisors, intend to provide One Stop solutions for any Financial/ investment related Queries.

THE BOOK

Abhishek Bansal has authored a handbook “Investment Options in India – A Guide to Individual Investor” in the year 2010. As the title suggests, the handbook intends to educate the individual investor about various instruments available for investment in India. The handbook facilitates an individual investor in his/ her investment decision making process.

Get Consultation

PMS
Mutual Funds
Financial Planning
Retirement Planning
Business Process Re-engineering/ Consulting
Investments – Saving/ Creation & Maximization
Asset Protection
Capital Raising/ Asset Funding
Alternate Investment Funds
Structured Products
Health Insurance
Life Insurance
Fire/ Earthquake/ perils Insurance
Marine – Domestic/ International
Liability – Product/ Professional/ Public/ Directors & Officers
Industrial Coverage
Solutions for NRI’s, FPI’s, Foreign Nationals

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