We as YCS GROUP incorporated in the year 1996; and at present having 3,000+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
OUR TEAM
| Management: | |
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MR. SHAM MANIK PATIL |
| FOUNDER & CEO With 25 years of expertise in Leadership, Life, and Health Insurance, Mr. Sham Patil is a socially active leader dedicated to the betterment of his community and clients. |
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MR MANOJ VASUDEV PATIL |
| DIRECTOR A seasoned professional with 15 years of experience in Health and Motor Insurance, Mr. Manoj Patil contributes significantly to the growth of the company’s insurance offerings. |
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MR . JEEGAR NILESH SHAH |
| DIRECTOR Over 25 years in corporate companies like: Reliance, HDFC, DHFL, MAX for responsibility of People Development in Sales and Marketing of Life Insurance and Sales Skills Development. |
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MRS. NEHA R. MAURYA |
| H.O.D. (Mutual Fund Department) With 5 Year Of Experience in Investement Systematic Financial Manager With Growing Revenue Through Effective Team And Project Management .Extensive Knowledge Of Client Focused Team Building Training In Diverse industry supervision. |
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MRS. ASHWINI A. GAWAD |
| H.R.(YCS Group) With 10 years of experience in Moter insurance, Health insurance, and investment. Establish and implement orientation and training programmes to help with recruitment efforts and to get employees equipped for their duties. Handle disciplinary proceedings, investigations involving employees. |
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MR. ATUL K VARATHA H.O.D. (Equity Department) |
| With 10 years experience in Moter insurance and Equity investment. Experience of working effectively and collaboratively and managing a team. | |
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MR. PRAJYOT S PATIL H.O.D (Equity Department ) |
| With 1 years experience in Equity department. Proven significant experience of working effectively in a complex environment | |
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MR. PINTU R SHELAR (Back Office) |
| Handling back office of all department with 5 yaers. Assisting and coordinating with the sales team. | |
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MR. VIKAS V. MALI R.M(Moter Insurance Department) |
| With 5 years of experience in Moter insurance. Good understanding of the Insurance industry and preferably a relevant qualification | |
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MR . LAUKIK S JAGTAP (Health Insurance - Claim Department ) |
| Ability to persuade and influence people at all levels inside and outside the company, and to develop and negotiate effective commercial arrangements | |