A Few Words
About Us
Vertex Financial Solutions is a Consulting and advisory firm having expertise in Insurance, Investments& Loans.We guide Individuals & Corporatesto help them understand the risk in Life & in business and eventually provide them optimum solutions and advise to minimize the risk or the losses.
At Vertex, we also help our clients understand the Financial goals and different ways & means to achieve those goals.
Vertex Financial Solutions is a Consulting and advisory firm having expertise in Insurance, Investments& Loans.We guide Individuals & Corporatesto help them understand the risk in Life&in business and eventually provide them optimum solutions and advise to minimize the risk or the losses.
At Vertex, we also help our clients understand the Financial goals and different ways & means to achieve those goals.
Team Vertex FS
Sachin Mantri
Head Investments & Financial Planning
Sachin Comes with a diverse and enriched experience in financial planning, fund management and Insurance and has spent most of his career in General Insurance with Brands like Tata AIG and ICICI Lombard before donning the hat of an entrepreneur and startedproviding financial planning and risk mitigation to his esteemed clients and customers. An Avid and quick learner, Sachin can prove to be a great advisor for any of his clients.
Deepak Narwade
Head Retail & Expansion
Deepak is a true entrepreneur and has been successfully running the Financial Services Business as an individual since the last 10 Years before forming the core team of Vertex Financial Solutions. An experienced professional in Motor Insurance domain knows how to be effective and helpful to his customers overall.
Dhruv Marhatta
Head Corporate Business & Expansion
Dhruv comes with an enriched experience in Sales and Distribution and has spent considerably larger part of it his career in Insurance sales and business development in the General Insurance domain, having more than 15 years of experience in Insurance with brands like Tata AIG, ICICI Lombard makes him an important asset for the core team of Vertex Financial Solutions.