Ravi Tripathi

My Professional Philosophy

"My goal is to be more than a manager, it's to be a standout leader and a trusted partner. I believe in fostering wealth the 'right' way through integrity, analytical rigor, and a deep commitment to the success of my organization and partners."

— Ravi Tripathi

Areas of Expertise

Comprehensive support for financial advisors to ensure they have the tools, knowledge, and insights to serve clients effectively.

support_agent

Client Servicing

Building and maintaining strong relationships to ensure client satisfaction and loyalty.

campaign

Sales & Marketing Support

Equipping partners with compelling materials and strategies to drive business and achieve targets.

school

Product Education & Training

Delivering in-depth training on fund products, market trends, and investment strategies.

monitoring

Performance Monitoring

Tracking and reporting on fund performance, offering transparency and accountability.

pie_chart

Portfolio Optimization

Analyzing and advising on portfolio construction to align with client goals and market conditions.

insights

Market Insights

Providing timely and actionable market intelligence to help partners make informed decisions.

smart_toy

Automation & AI

Leveraging technology to streamline processes, enhance efficiency, and deliver superior service.

person_add

Client Acquisition

Developing and implementing effective strategies to attract and onboard new clients.

contact_support

Problem Resolution

Addressing and resolving complex issues promptly to ensure partner and client satisfaction.

Career Highlights

A journey through leading institutions in India's asset management industry.

2022 - Present

Senior Manager, Axis Mutual Fund

2015 - 2022

Deputy Manager, SBI Mutual Fund

2013 - 2015

Business Development Associate, Franklin Templeton India

2011 - 2013

Relationship Officer, Nippon India Mutual Fund

Academic Foundation

My educational background in finance and commerce provides the bedrock for my professional expertise.

school

2011

PGDM (Finance)

GICED, Mumbai University

school

2010

Bachelor of Commerce

S.K. Somaiya College, Mumbai

history_edu

2007

H.S.C

Mumbai Board, Maharashtra

history_edu

2005

S.S.C

CBSE Board, New Delhi

Honors & Awards

Recognition for dedication and excellence in the field.

Axis Mutual Fund

verified
Certificate of Appreciation: Outstanding Performance (H1 FY26)
Nov 2025
verified
Axis Core Values: Certificate of Appreciation
May 2025
emoji_events
Award of Excellence: Super SIP Day
Apr 2025
emoji_events
Winner: NFO - Champions League
Mar 2025 & Apr 2024
military_tech
Axis Premier League: Top performer in SIP Achievements
Nov 2024
emoji_events
Axis Premier League: An Orange Cap Winner
Oct 2024
verified
Activation Champion's League: Certificate of Achievement
Jul 2024

SBI Mutual Fund

verified
Certificate of Excellence
Oct 2019, May 2017, Aug 2016
verified
Certificate of Appreciation
Oct 2018

Academic & Community Awards

star
Best Volunteer (N.S.S.)
Mumbai University (2009)
star
Best Volunteer Leader (N.S.S.)
S.K. Somaiya College (2008)
military_tech
Certificate of Merit
Kirti M. Doongursee College (2008)
verified
Appreciation Certificate
Rotary Club of Thane North End (2007)
military_tech
Certificates of Honour
S.K. Somaiya College (2007)

Licenses & Certifications

Committed to continuous learning and professional development.

workspace_premium

NISM-Series-V-A: Mutual Fund Distributors

National Institute of Securities Markets (NISM)

hub

The Fundamentals of Digital Marketing

Google Digital Unlocked

code

Python

GUVI Geek Networks, IITM Research Park

code

HTML5 - Basic to Advanced

Udemy

Endorsements & Testimonials

What colleagues and partners say about my work.

Please Note: These testimonials reflect the personal opinions and experiences of colleagues and partners. They are not a guarantee of future performance or results and do not constitute an official endorsement by any affiliated entity.

"He is one of the best in creating creatives. His knowledge on IT is the best in the team. His innovative ideas has helped a lot in communicating with ease and mobilise business."

Gaurav Khemka

Vice President, SBI MF

"Your service standards are commendable, Ravi. Axis MF gets over 75% of our business share in active debt schemes. You have our commitment that this will continue in the future as well."

Bhupendra Naik

MFD - Thane

"You're a professionally awesome and very sensible person. Surely you'll get name and fame in the future for your positive attitude."

Paresh Dand

MFD - Mulund

"Amazing efforts to build relationship."

Vishal Udasi

Head - Banks and ND's, SBI MF

"He is committed to excellence, dedication and determination and can be relied upon deliver results."

Vivek Mahadam

Senior Manager, SBI MF

"Ravi is a person with a digital knowledge and a golden heart."

Arnav Dutta

Cluster Head & AVP - Channel Partner, Mumbai , Purnartha Investment Advisers Private Limited

"Extremely talented in tech & committed towards job."

Mithun Datta

Regional Head - Central & East Mumbai, SBI MF

"Very hardworking and constant learner."

Vandita Tyagi

Product Manager, ICICI Pru MF

"Always ready to share new things and update."

Sunil Yadav

Assistant Manager, SBI MF

"Truly remarkable when it comes to pushing products across."

Rajaram Iyer

AVP, Anand Rathi Wealth Limited

Let's Build Success Together

My focus is on creating value through strategic collaboration. I welcome discussions about new opportunities, market insights, and potential partnerships. If you're ready to build success together, please get in touch.

Or reach me directly at: contact@ravitripathi.in