Meet Ameya Umakant Wagh
AMFI Registered Mutual Fund Distributor with over 12 years of independent business experience and 8+ years of prior corporate expertise in top financial institutions.
A Legacy of Trust & Financial Expertise
With a solid foundation built across prominent institutions like Religare Securities Ltd. and Kotak Securities Ltd., Ameya brings deep market insight and rigorous analytical discipline to personal wealth management.
For over 12 years at Velocity Financial Consultancy, he has successfully steered portfolios, helping clients navigate market cycles with confidence. Currently managing an AUM of over 45 Cr+ with a trusted client base exceeding 450+ families.
Professional Milestones
- Corporate Root: Extensive training and service experience at Religare Securities & Kotak Securities.
- First Big Milestone: Received a cheque of ₹1 Cr from a single client within less than six months of starting the business.
- 5-Year Vision: Scaling horizons to reach an AUM of over ₹250 Cr and servicing 1,000+ happy clients.
Mr. Raamdeo Agarwal
A true visionary entrepreneur whose investment philosophy and long-term strategies have profoundly shaped Ameya's outlook. His unwavering focus on patience, discipline, and profound research remains the cornerstone of Velocity Financial's advisory approach.
Social Leadership & Values
Commitment to community service and social responsibility.
Arogya Bharati Leadership
Proudly serving as Treasurer for Paschim Maharashtra for Arogya Bharati over the last couple of years, managing social leadership and community welfare events.
Passion to Succeed
Driven by determination, dedication, and strict execution of plans. Dream big, and run with relentless focus to achieve your goals.
Life & Family
Blessed with a loving family—wife, son (born June 16, 2012), father, and brother. Outside of finance, enjoys classic old movies, Hindi songs, and long drives with friends.
Let's Grow Together
"To Achieve your Goals. Stay Invested Always…Whatever the Conditions may be…"