When we strive to become better than we are, everything around us becomes better too.
When we strive to become better than we are, everything around us becomes better too.
Kuldeep Paliwal is the Managing Partner of Fundvizer Financial Solutions Pvt. Ltd.
Kuldeep's firm is dedicated to providing the best financial services under one roof. He likes to call it a financial hospital, where consulting and diagnosis of financial problems take place with the help of trained experts on the subject. His firm is associated with top banks and insurance companies in India.
Kuldeep says his customers have the freedom to select and customize their financial plans according to their needs. The company understands the needs of the customers. Their needs are given more importance than selling fixed financial products. This is the main difference between Fundvizer and other companies, in his belief, as other institutions promote their own services. Being an independent firm, Fundvizer has a wide range of financial services from a variety of companies to choose from and not just one company is promoted by them.
Kuldeep was born and brought up in Delwara village, near Udaipur. He has many pleasant childhood memories associated with the village he grew up in. He completed his education at a renowned business college in Udaipur, where he completed a degree in B.Com. Subsequently, he started a car wash service center. The main struggle he had to face at his first venture after college was that of manpower. He interacted with a lot of people during that time. This car wash service taught him many things, and it serves as a valuable experience for his later entrepreneurial ventures.
Eventually, Kuldeep went to business school again, and he completed an MBA from Udaipur. During his internship period, he and two other batchmates started a company called Fundvizer. Ever since his childhood, it had always been his dream to open his own business. The financial consultancy that the three friends established slowly expanded over the years, developing a new concept for financial markets and building a good customer base.
During the COVID-19 pandemic, Kuldeep says that due to the lockdown, the office remained closed and most of the business meetings took place on digital platforms. Online meetings and marketing campaigns through various platforms were organized by him. According to him, sound financial education can help people make informed financial decisions during these trying times. Apart from that, on a personal note, he enjoyed spending time with his family.
When asked about his role models, Kuldeep says that Mukesh Ambani is his inspiration.
Kuldeep firmly believes that leadership is born from the experience and problem-solving ability gained from handling various problems and managing various kinds of people in a business. He advises that the leader should always treat his staff with the respect they deserve. He communicates with his staff on a personal level and tries to make their personal lives easier.
Lastly, Kuldeep advises everyone to dream big, think positively, and plan accordingly on your road to success.