In Conversation With… Yuvraj Maheshwari, Owner, Yuvraj Financial Advisory

Can you please help us know your professional background?

My professional background is a mix of Corporate and Family Businesses. Currently, I am handling two family businesses.

The family business is into Industrial lubricants; we are a distributor for four oil companies for various cities in Uttar Pradesh and covering areas of Rajasthan too.

I actively manage family funds invested in local businesses and stock markets. I made this addition to help small-scale businesses and SMEs to get financial assistance from financial institutions, so as to help them to grow and get safe financial assistance.

In the past, I have worked with BlackRock India as an Analyst for two years after completing MBA. Then for six months, I worked as an Investment Analyst in a Private Equity Firm.

Can you please tell us about your venture ‘Yuvraj Financial Advisory’?

My venture helps MSMEs and low income families to use and benefit from financial services such as banking, Insurance and Investments. This shall help them to scale up their businesses and move to paperless digital transactions.

What is the problem you are trying to solve with your venture?

We are trying to solve the issue of financial inclusion and credit inclusion.

How are you different from the competition in your niche? What is your USP?

We are different in the focus of customer segment that we cater to and the service quality that we offer.

Kindly describe a typical day at work. How do you ensure efficient and effective time management?

A typical day starts with reviewing the work status and then working on the high priority areas, either at financial institutions end or customers end. Thereafter, I go ahead with other pending works.

During second half of the day, I work to acquire more customers.

Time management and effective communication is the key to ensure work is done efficiently.

Once a week, I conduct a meeting to solve the employee work-life-related issues to keep their efficiency high.

What is the biggest challenge that your firm is facing at the moment? How do you plan to overcome it?

The biggest challenge is the simplification of financial products and increasing product line to acquire new customers for deeper penetration into the bottom of the pyramid.

What is your message for any aspiring entrepreneurs?

Take calculated risks, break big goals into smaller ones and ensure step by step implementation. You may not get immediate success, but with perseverance and patience in the long terms you are more likely to reach there.


*All views are that of the interviewee. UdyamGyan does not promote or endorse any claims.

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