Meet Suresh Jathar and his Next Generation
Meet Suresh Jathar and his Next Generation: Building a Financial Legacy at Harsh Consultancy for 800+ Families!
In the lively world of managing money, where a personal touch often gets lost, Suresh Jathar, the experienced big gun behind Harsh Consultancy, shines as your go-to guide for personalized financial wisdom. With 32 years of experience in the insurance business, MDRT Mr. Suresh's shift to wealth management in 2005 kickstarted a family legacy that's changing lives.
With over 2000 clients, Suresh Jathar is all about dedication and a love for helping people understand money. His jump into wealth management came from a desire to make a positive impact on people's lives, giving them the tools to navigate the tricky world of personal finance.
Harsh Consultancy, located in Lalbaug – it's not just an office; it's a testament to Mr. Jathar's vision. The family, including second-generation Harsh Jathar and the powerhouse Suvarna Jathar, makes it clear: it's not just about advice; it's about creating a space where clients feel like part of a trusted family.
Harsh Consultancy's office is not a typical business place. With a team of 10 professionals looking after 800+ families, it's all about genuine care and personal attention. You're not a number; you're part of a real relationship.
Mr. Suresh and Harsh Consultancy stand out from the rest because they believe in plans that fit you like a glove. It's not about generic strategies; it's about understanding and reaching your unique financial goals. Suresh Jathar doesn't do one-size-fits-all. Each client is unique, and their financial plan should be too. It's like having a personal finance wizard who gets you.
Success isn't just about numbers at Harsh Consultancy. It's in the stories of clients reaching their goals. Goal-based planning, their secret sauce, has won the trust of 800+ families. Retirement dreams take the spotlight, ensuring clients can enjoy their golden years.
Suvarna Jathar, the unsung hero behind the scenes. She's the powerhouse making sure everything runs like smoothly. Handling client queries, and organizing events – she's the brand image creator for Harsh Consultancy. She ensures that clients not only get financial advice but also a seamless and delightful experience while planning their financial goals.
Harsh Jathar, the next generation at Harsh Consultancy, brings a youthful vibe to the team, connecting with clients in a way that resonates with today's dreamers. Harsh, much like his father, believes in plans that are tailored just for you. It's not about generic strategies; it's about crafting a financial roadmap that aligns perfectly with your aspirations.
Harsh focuses on the financial goals of the youth, and adds a dynamic touch to the team's approach, making sure that every generation feels understood and supported.
In a world full of money confusion, Suresh Jathar offers this straightforward tip: "Prioritize saving and begin your financial journey early." It's like laying a foundation for a secure future by taking small steps now that will lead to big rewards later on.
Mr. Suresh, Harsh, Mrs. Suvarna Jathar, and the whole team of Harsh Consultancy are not just guides; they're like professional financial friends.
In a world that can feel cold, their family-focused approach stands out. They're inviting clients to join a journey toward financial joy with trusted friends by their side. And with Harsh and Mrs. Suvarna Jathar passionately doing their parts, the journey isn't just about making sure your future is safe but also about enjoying the ride along the way.
( Suresh Jathar is a part of our Business Coaching Program)