About Us
PAAM Wealth Management and Advisory Pvt Ltd was established in 2024 by Manish Vinod, a seasoned
professional with 25 years of experience in finance, marketing, and banking. Manish, an Ex-AGM
at IDBI Bank Ltd, has an extensive background in the financial sector, having also served as
Branch Head at Stock Holding Corporation of India (SHCIL) and as Senior Officer at Essar Oil in
Jamnagar, Gujarat. Prior to founding PAAM, Manish and his team operated under the partnership
firm RM Associates. To mitigate legal and tax-related complexities, PAAM was established as a
Private Limited Company in 2024, and all staff previously with RM Associates are now employees
of PAAM Wealth Management. PAAM Wealth primarily focuses on raising awareness about a variety of
financial products, including Mutual Funds (MFs), Demat accounts, Mediclaim, Term Insurance, and
Income Tax Return (ITR) filing. Manish has been running his own financial consultancy since
September 2013, with its headquarters in Ranchi, Jharkhand, and currently manages a portfolio of
INR 220 Crores, serving over 1,800 clients both across India and internationally. With a strong
track record in investment, banking, insurance, mediclaim, and taxation, Manish Vinod is an
astute financial consultant dedicated to helping individuals and businesses navigate complex
financial landscapes.
* Trained at IIM Kolkata in Financial Markets in 2017
* First consultant in India to complete Harvard University courses in financial markets in 2017 (Course sponsored by DSP BlackRock Mutual Fund)
* Visiting Faculty at XISS Ranchi, ISM Patna, and other institutions
> Imparts lectures on Investments at XISS, IIM Ranchi, Birsa Agriculture University, St. Xavier's College Ranchi, Amity University Ranchi, ISM Patna, AIIMS Patna, Patna Medical College, CRPF, ESSAR Power, Military Cantonment/Establishments in Ranchi, NCC Camp Jamshedpur, and more
> Scheduled to impart lectures at DPS Ahmedabad and various other educational institutions for MBA graduates
> Instrumental in creating financial awareness among large corporates like Vodafone, Idea, Reliance, Essar, Ericsson, Cambrian School, etc., through seminars and workshops
> Empanelled as an advisor with all major Mutual Fund companies, Health Insurance, Vehicle In surance, Property Insurance, and Life Insurance providers - Provides share trading servi ces to 200+ HNI clients through Asit C. Mehta (a leading share broking company under Dina Mehta, former BSE President)
