About us
We have three companies:
GB Financial Services and
Realness Financial Services Pvt. Ltd.
GB Wisdom Academy
We provide coaching related to personal financial stability, Life courses, goal-based investment solutions, and financial services. We are based out of Pune.
It has a client base at 12 locations in 7 countries.
India, Australia, USA, Finland, Spain, Nigeria, Germany
We have over 15 years of research in Personal Financial peace/stability.
We guide our clients, how can become a Financial Retire.
Our flagship programs/courses:
1. Goal-based investments (GBI 0.1)
– A clear and calculated roadmap to achieve your financial goals/needs.
2. Financial Stability (FS 1.0):
– 1 Year handholding program
– Objective: Stress-free financial life
3. The Unshakable Mindset (TUM 2.0):
– Design a path to Lasting Independence:
– 9 months intensive hand-holding program
4. Ultimate Abundance (UM 3.0):
– Building your boundless potential
– 6 months intensive hand-holding program
About Founder
I have done the survey and case studies of more than 100+ people. To understand the common financial problems people usually come across. And developed a model which will help individuals to become FINANCIALLY FREE in a defined duration. Used our PMP & Six Sigma (Green Belt) knowledge to develop that model.
Profile:
Worked for various companies: Infosys, Tech Mahindra, and many more
17 years of work experience in IT (S/w development and project management)
– PMP (Project Management Professional), California, USA certified.
– Lean SIX Sigma – GREEN BELT certified.
– AMFI – Registered Mutual Fund Distributor
– Registered on BSE & NSE stock exchange as an AP (Authorized Person)
– IRDA Certified Insurance Adviser (CIA-Broker). Life, Health & General
– My life is a result of the Power of SCM, Imagination, service with Purity, and goal achievement.
Mr. Abhijeet Rege
Founder