Guide in Financial Journey
Hitesh Vyas
A finance professional with more than two decades of work across banking, financial planning, lending, credit advisory and relationship management. The thread through every role has been the same: understanding what a client is trying to achieve, and translating financial options into decisions they can act on with confidence.
My Approach
01
Understand the client's requirements and objectives
02
Assess financial circumstances
03
Research available options
04
Compare products and scenarios
05
Present practical and understandable solutions
06
Support the client through execution and follow-up
Professional Journey
Saraswat Bank
Banking Operations
2000–2005
ICICI Bank
Assistant Manager
2007–2009
HDFC Bank
Relationship Manager
2010–2012
Ethicare Financial Planner
Financial Planner
2013–2025
Flexible Lending Solutions
Credit Advisor
2025–Present
My Expertise
Credit Analysis
Credit Appraisals
Business Development
Financial Planning
Portfolio Management
Market Research
Relationship Management
Marketing
Education & Credentials
- B.Com — Accounting & Auditing
- Diploma of Finance & Mortgage Broking Management
- Diploma of Financial Planning
- Certified Financial Planner — FPSB India
Professional Highlights
200+
Client portfolio in credit advisory
95%+
Five-star client survey after loan settlement
≈ $1.09M
Assets under management during financial planning experience
HNW
Experience managing high-net-worth client relationships
Let’s Make Smarter Financial Decisions
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