Pushpa Nishad
Surat
Summary
- I am a passionate and results-driven financial entrepreneur with 10+ years of experience in the investment and wealth management industry. As the Founder and CEO of Shreeram Fincorp, I have built a client-centric firm offering comprehensive financial services, including mutual funds, equity and commodity trading, insurance advisory, and financial planning.
- My mission is to make financial literacy accessible and actionable. I have trained hundreds of individuals through structured online and offline workshops, empowering them to make informed investment decisions. With a strong focus on ethical advisory and long-term client relationships, I continue to lead my team in helping over 1,500+ clients globally achieve their financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Owner
Shreeram Fincorp
Surat
06.2018 - Current
Owner
Shreeram Fincorp
06.2018 - Current
Pushpa Nishad founded Shreeram Fincorp in 2018 and currently leads the company as its Chief Executive Officer. I am responsible for shaping the company's vision, managing overall operations, and driving strategic growth. Under my leadership, the firm offers services in mutual funds, equity & commodity trading, insurance advisory, and financial planning, serving over 1,500+ clients globally.
I also conducts training programs to promote financial literacy and empower individuals in wealth creation.
Education
BBA - Finance
BRCM College of Business Administration
Surat04-2015
Skills
- Client relationship management
- Business development
- Team leadership
- Time management
- Financial analysis
- Market research
- Negotiation skills
- Problem solving
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification
- IRDAI‑Certified Agent (IC‑38 Life/Health/General)
- Securities operations and risk management (NISM)
- Risk Management (IBMI)
Accomplishments
- Founder of Shreeram Fincorp, serving 1,500+ clients globally
- Recognized for Entrepreneurial Excellence in financial services
- Licensed IRDAI Insurance Advisor
- Conducted 100+ financial literacy workshops
- Speaker at finance and investment events
- Awarded for excellence in wealth & investment planning
Languages
English
First Language
Hindi
Proficient (C2)
C2
Gujarati
Proficient (C2)
C2
Timeline
Owner
Shreeram Fincorp
06.2018 - Current
Owner
Shreeram Fincorp
06.2018 - Current
BBA - Finance
BRCM College of Business Administration
Similar Profiles
Apurva KulkarniApurva Kulkarni
Legal Intern at Shreeram ConstructionsLegal Intern at Shreeram Constructions
Jasneet SinghJasneet Singh
Teacher at Shreeram Model School Sector 21 ATeacher at Shreeram Model School Sector 21 A
Jatin BakshiJatin Bakshi
Agency Manager at Ram FincorpAgency Manager at Ram Fincorp
Pradyumna Kumar RanaPradyumna Kumar Rana
Store Manager at Coffee Cultures DumasStore Manager at Coffee Cultures Dumas
Deepu FrancisDeepu Francis
Assistant General Manager – International Marketing & Business Development at Larsen & ToubroAssistant General Manager – International Marketing & Business Development at Larsen & Toubro