Wealth-tech platform with a digital focus Nivesh today announced the addition of Pradeep Bhasin as Co-Founder and Chief Business Officer of the Company to its leadership team. Pradeep will be in charge of scaling the business, expanding the platform’s reach, coming up with new ideas, and developing several products for the platform in this job. This is a significant step forward for the Company in achieving its goal of becoming a full-stack platform taking care of all investment and insurance-related needs of its customers.
Pradeep is a business leader with a rich & diverse experience of 19 years in the financial services industry. He has scaled businesses both in physical distribution and digital space. He has worked with asset management companies like HDFC & Sundaram for 11 years and managed their B2B distribution channels. In these roles, he has worked closely with more than 5000 financial distributors across geographies. Prior to joining Nivesh, Pradeep was Senior Director and Business Head at FinTech platform Mobikwik and led the wealth management and insurance businesses.
Speaking about his new role, Pradeep Bhasin, said, “I am excited to be a part of the company and I am looking forward to working closely with the team. My goal is to take Nivesh to the forefront in empowering millions of Indians in making informed financial decisions. The short-term plan is to onboard 5000 financial distributors and offer other financial products like insurance, digital gold and lending on the Nivesh platform. My long-term plan for the company is to onboard 50,000 financial distributors as partners, equip & train them with tools for suggesting the right plans to the customers. We are aiming to seamlessly serve 5 million customers with cutting-edge technology and the full array of financial products.”
Talking about addition of Pradeep to the Nivesh leadership team, Anurag Garg, Founder & CEO of Nivesh, said, “Pradeep brings with him the experience of working in diverse spaces within the financial services industry. His unique skill set resonates well with Nivesh’s assisted model and will help us in accelerating the organization’s growth. Also, he has directly managed or worked with teams across functions – business, technology, product marketing, and operations. Such multi-functional skills are expected to be of huge value at our current stage of evolution.”