PARAM INVESTOPEDIA

Our Track Record

The Param Factor

Customization

At Param, we understand that each client is different, and his family ecosystem is unique. We do an in-depth study of your financial requirements, your income-expense-savings pattern, your investment philosophy, your investment horizon, and tailor our product matrix to balance the varying goals of growth, safety, liquidity, and tax.

Service Excellence

A dedicated Investment Analyst is assigned to each client to facilitate day to day coordination and problem solving. These Analysts are backed by a team of operations experts who execute hundreds of transactions every day.

Research

All products offered by Param are thoroughly researched and we clearly outline their suitability based on the Investor type. Our research is an ongoing exercise, and we rebalance your product matrix from time to time to ensure that these stay in line with your investment objectives.

Technology

Our operations are tech driven and nearly 90% of our tasks are executed online. We provide a Web and Mobile based Application to each client to track their money matters at any time, from anywhere.

Advantage Param – What do we do differently?

PARAM ROBO ADVISORS BANKS & NATIONAL DISTRIBUTORS SMALL LOCAL ADVISORS
Customization Focus on each client’s unique profile & needs. Empathy led approach. Lack ability to understand individual client needs & handle complex cases. Lack ability to understand individual client needs & handle complex cases. Low degree of customization.
Offerings One stop-shop for personal finance. Multiple products, services, & solutions. Multi-product basket. Multi-product basket. Focused on 1 or 2 products.
Focus Long term protection & appreciation of client’s wealth. Proactive hand holding in case of down turns and change in client’s requirements. Short term transaction focus. Cannot hand hold clients in case of down turns & change in client’s requirements. Short term transaction focus. Cannot hand hold clients in case of down turns & change in client’s requirements. Limited ability to hand hold clients in case of down turns & change in client’s equirements.

Culture at Param

At Param, we strongly believe that what sets us apart from peers is our culture.

Over the last 18 years, the leadership has practised certain values that have been the cornerstone of our journey. We sensitize every new Paramkar about our vows and how these are imminent to the success of both our clients and us as individuals, as teams, and as an organization.

These values have evolved our time and are now consecrated in our framework D.E.L.I.T.E.

Delight

We vow to do everything possible to enable our clients to attain financial freedom. We win only when our clients win.

Energy

We vow to work as a team with energy and enthusiasm, every day. We succeed only when we enable our team members succeed.

Listening

We vow to listen to our clients, partners, and co-workers patiently, fully, and with empathy. We believe that the quality of our work is directly proportional to the quality of our listening.

Integrity

We vow to self-certify our work honestly. We will do the right thing and do it right even when not supervised.

Trust

We vow to uphold truth, transparency, confidentiality, and commitments in all our dealings. We want to be trusted advisors to our clients.

Excellence

We vow to provide genuine advice backed by thorough product knowledge & quality research. We will execute with excellence and strive to exceed expectations.

Param Offerings

All your Personal Finance needs
served under one roof.

Mutual Funds

Equity & PMS

P2P & Fixed Income Products

General Insurance

Life Insurance

Tax Planning & Compliance

Will Writing
Services

Loans

Financial Awareness
Program

Param Offerings

All your Personal Finance needs
served under one roof.

Mutual Funds

Equity & PMS

P2P & Fixed Income Products

General Insurance

Life Insurance

Tax Planning & Compliance

Will Writing
Services

Loans

Financial Awareness
Program

Team Param

Hemal Vasa

Founder Director & CEO

Trupti Vasa

Founder Director & COO

Kaushal Pujara

Advisor – Strategy

Sheetal Shah

Advisor – Taxation

Adv. Anilkumar Marlecha

Advisor – Will Writing

Chetan Rambhia

Analyst - Equity

Knowledge Corner

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Hemal Vasa

Founder Director & CEO

NISM-Series-V-A AMFI Certified Professional; IRDA Certified Professional

Hemal Vasa is a NISM-Series-V-A AMFI Certified and IRDA Certified professional with a track record of 20+ years in the Investment & Insurance space. Over the years, he has helped hundreds of families achieve their financial goals, be it their first home, their child’s higher education and marriage, or their safe retirement. For Hemal, creating an impact in the lives of his client’s families is paramount or Param; and he firmly believes that if his client’s succeed, he does.

At Param, Hemal is less of a CEO and more of a mentor, often getting in the trenches with his team to ensure client delight.
Hemal runs marathons, travels often, and shares his love for food by frequently hosting get togethers.

Trupti Vasa

Founder Director & COO

M.Com; NISM-Series-V-A AMFI Certified Professional; IRDA Certified Professional

With 15 + years behind her in the personal finance space, she leads a young team that drives hundreds of transactions daily through technology-based systems & processes. Trupti is the role model for the young women professionals who are in the majority at Param.

At home, Trupti plays an experimental cook, a doting mother, and host besides being deeply involved in spiritual practices.

Kaushal Pujara

Advisor – Strategy

Chartered Accountant
With a post qualification experience of 35 years, Kaushal has been advising Startups, Small & Medium Enterprises on Business Ideation, Scaling up Strategy, Funding Solutions, and Leadership Development.
At Param he is responsible for expanding the offerings portfolio, forging tie-ups with domain experts & channel partners, improving client value proposition, and skilling the key team.
Kaushal blends eastern philosophy with western management to provide holistic solutions to business. He creates long term impact by mentoring youngsters in their academic and career pursuits.

Sheetal Shah

Advisor – Taxation & Accounts

As a Chartered Accountant, Sheetal has worked on both sides of the corporate table for the past 10 years; heading corporate finance for a listed company in the early stages of her career, and as a practicing Chartered Accountant presently.

In addition to her capacity as Auditor, Sheetal advises Micro, Small, and Medium sized Clients with setting up Accounting & MIS systems, Tax Planning, and Tax Compliance for both Direct & Indirect Tax.
Balancing work and home, Sheetal reads thrillers when she finds time from her responsibility as a mother of a young girl.

Adv. Anilkumar Marlecha

Advisor – Will Writing

L.L.M
A practicing advocate and legal consultant for the last 7 years, Anilkumar is an Independent Director at Heranba Industries Limited, a listed company; and panel member of the Bharosa Cell at Police Commissionerate of MBVV, Thane, that provides voluntary legal aid to resolve matters amicably.

At Param, Anilkumar’s advises clients on Will’s and Family arrangements.

Chetan Rambhia

Analyst - Equity

NISM Certified Series XV: Research Analyst
A NISM Certified Series XV: Research Analyst, Chetan Rambhia has 15+ years of IT experience in BFSI domain and has worked with J.P Morgan, Morgan Stanley, ING, BNP Paribas, and Societe Generale(SG).

He now creates Algorithm based portfolio models to control risk and generate returns. His models are developed on the premise that return of capital is more important than return on capital and hence capital protection is one of the core principles of his investment style. Chetan cdploys these unbiased data driven Algorithms to enable his clients achieve the dual objective of safety and appreciation in the Equity markets.

Chetan is an avid traveler, techie, reads up on history and has a mission to help people emulate his own success of achieving Financial Independence through Equities.

Param in Sanskrit means ultimate.

Our core purpose at Param Investopedia is the protection and appreciation of your wealth, and to help you & your family attain the ultimate goal of financial safety & financial freedom.