Empowering Wealth Creation

Through Credible Research, Knowledge and Persistence.

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VISION STATEMENT

To be recognized as the Source of unparalleled, ultra modern combination of prosperous Wealth Management Solutions and Extra ordinary client service that's Trustworthy.

Our pride is our Client Relations.

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MISSION STATEMENT

At the heart of Advantage Enterprise ideology is our mission to succeed in compounding the wealth of our clients, employees and partners through morally and ethically acceptable means, in turn making their lives richer, happier and prosperous.

Our efforts will endeavor to enrich the knowledge and awareness of everyone, so as to help them navigate the ever changing financial landscape and stay aligned with risk mitigation and risk aversion methodologies.

Our goal is to " Empower Wealth Creation", to our Clients, our Employees, Our Society and Our Nation.

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Capital Markets

We offer access to all the major Capital Markets through our industry leading exchange member partner.

Mutual Funds

Choose from our curated and vetted array of mutual funds, perfect for your financial needs, or your future planed expense .

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Loans

Let us know your immediate financial needs, and we will assist you with our wide range of lending and mortgage solutions.

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Insurance

Let us be your trustworthy partner in your good times as well as not so good, by becoming your GO TO insurance solutions provider.

Explore from our wide range of product offerings and Services.

Join us and start your journey towards financial freedom.

Santosh Lonkar, 

Managing Director , Designated Partner.

Founder and Partner, Santosh is the driving force behind the company's day to day . He loves to keep his hands full by participating in the day to day operations of the business as well as looking towards business development, marketing, and customer experience strategies.

Capt. Varun Shablok, 

Director Business Development, Designated Partner

Varun loves taking on challenges. Being a Merchant Marine Capt. and with his multi-year experience in various fields right from nuances of International trade business to expertise in capital markets he has helped the company immensely to get where it is today. 

Amitabh Babar,

Director Finance and Strategies, Designated Partner

Amitabh is one of the iconic people in life who can say they love what they do. He looks after developing strategic alliances to improve the business growth and takes care of financial projections.

Aditya Subramani,

Director Marketing , Designated Partner

Iris, with her international experience, helps us easily understand the numbers and improves them. She is determined to drive success and delivers her professional acumen to bring the company to the next level.

11+
Years in Business
12+
Industry Leading business Partners
500+
Customized Solutions
1000+
Satisfied Clients