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Conceptualized & Incepted with
the visionary founder & managing director, Maneesh Kumar. |
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Pedigree: Armed
with over 22yrs of experience both in international markets
as well as in India in top positions at organizations such
as Merrill Lynch & Hubert Roche in the U.S. and Edelweiss
& ASK Raymond James in India, Maneesh conceptualized the
inception of Burgeon Wealth Advisors. Academically, he is
highly qualified equipped with a MBA in Marketing from Carlson
School of Management, University of Minnesota, USA, MBA in
Finance from Montclair State University, USA & Executive
Management from Wharton, USA |
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Maneesh believes
that above a certain threshold, there aren’t quantifiable
differentiators in knowledge levels between experts. What
differentiates a good wealth advisor is personalized &
customized wealth solutions, risk management, close touch
ongoing monitoring & service, a broad array of investment
& risk management tools to take advantage of mega-trends
& a client-centric approach. |
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| Maneesh has applied & implemented best
practices from his work experience of over 22yrs from international
markets to Indian financial markets. |
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Joined by spouse Rakhi Kumar - businessperson
in her own right having run successful businesses in the past,
Rakhi has 16 yrs of experience in international markets especially,
Europe & South America. |
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Rakhi is a champion of excellent
client service, business efficiencies, customized solutions
and long term mutually beneficial relationships. |
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With a rich experience and
knowledge in risk management solutions, Rakhi is a firm believer
of the idiom, Defense is what wins games. With a nice bouquet
of insurance solutions to protect one’s life, business,
assets as well as planning retirement and leaving a legacy,
Rakhi works closely with our clients in developing the most
appropriate solutions to fulfill these goals. |
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Our endeavor is to match
investment and risk management strategies with your
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goals not ours. |
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Our consultative approach is customer
centric and not product centric |
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Confidentiality of client data |
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Our 23 years experience in Capital
Markets |
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Expertise in Investment Advisory
and HNI relationship management |
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Our rich experience in both international
as well as domestic markets |
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Long term and disciplined approach
to investments |
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Developing and maintaining an honest,
respectful and a mutually beneficial |
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relationship with our clients |
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Utilize our in-house expertise as
well as leverage the network we’ve forged
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the best of breed experts in their
respective domains |
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Our endeavor is to always enhance
our handshake into a hand-grip in our client |
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relationships through all of the
various life stages in our clients’ lives |
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| Our logo which is
the brand signature encapsulates our values and beliefs. |
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The logo
shape also contains the letters BWA, our acronym for Burgeon Wealth
Advisors. The shaded portion at the base of the lower pyramid is
the start of the journey our client undertakes hand in hand with
us. As our name connotes, from there on, our endeavor is to suggest
solutions to help the client grow, flourish and prosper always keeping
the focus on meeting his target(s). This target is the white dot
in the center of the two pyramids. As this journey continues upwards
towards his goals, the colors become more saturated as uncertainty
gives way to confidence. The two overlapping pyramids show that
our client’s and our interests are conjoined. The colors,
blue and white represent integrity and transparency two of our guiding
principles. |
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The two
pyramids are an open box that shows our out of the box thinking.
This represents our embracing an open platform allowing us to pick
the best of breed customized solutions (bespoke) for our clients |
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There
are two pyramids in our logo. We believe, reaching one apex, target
or goal should not induce complacency. As our lives are a continuum
of various challenges, successes and changing objectives, we should
endeavor to continue to scale greater heights therefore, reaching
one apex or primary target is not enough and should continue the
journey to reach another peak. |
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Finally, once the client reaches his primary target ( the white
dot ), there are other objectives such as legacy planning, tax
planning and charitable intentions that he would want to embark
on to utilize as well as distribute his wealth (assets) wisely.
These actions are connoted by the diamonds on both sides. Infact,
the upper diamond is bigger than the lower one because clients
generally give an even greater meaning in being able to do such
things as charity and leaving a legacy than the time they were
striving to reach their primary targets. Our partnership is so
well entrenched with our clients by then that we are active enablers
in achieving these goals as well.
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