Meet Ramneek Mathur

Today we’d like to introduce you to Ramneek Mathur.

So, before we jump into specific questions, why don’t you give us some details about you and your story.
‘Relativity’ and ‘perspective’ are two attributes I was fortunate to be given early in my childhood. My family lineage tracing from India, my perception of ideas such as hard work, privilege, health, opportunity, etc. – rooted from a very different place than my peers here at home.

Living in the experience and witness of these vastly different paradigms, I suppose I developed a stronger sense of ‘self’; which in turn fueled my willingness to engage and interact with people. I think this is what bolstered my curiosity to work hard and help others.

Mind you, in retrospect it sounds methodical but it was hardly a planned route. Fast-forwarding this curiosity, I made a conscious attempt when I was younger to work through school. This intent leads me down an eventual path into retail banking and investment management.

Mostly unknown to me at the time, I now realize that my work in banking and investment management was not engaging to me because of ‘the money’ – but actually, because of my unique opportunity to observe human behavior in a way my peers simply could not see.

Through my academic career, I continued to build my professional credentials and soon found myself engaging in more than one capacity; a licensed investment advisor and a licensed real estate agent (now broker).

14 years from those early days, needless to say, these curiosities manifested in an entrepreneurial journey that lends itself to the work I do today.

Overall, has it been relatively smooth? If not, what were some of the struggles along the way?
The 2008 economic crisis was a pivotal time in my career and personal life.

In the midst of the financial meltdown, my [employer] investment bank quickly found itself merging with a large national U.S. bank and many of us knew what was coming next.

It all feels like a blink of an eye now but at the time, in the midst of our final days at the firm, I made some very powerful observations around investments, human behavior and some of the dynamics that play a significant role in managing of ultra-high net worth clientele.

Not to mention, at this very time, I experienced a personal investment loss north of $400,000. For a guy in his early 20’s – it was devastating to say the least.

So there I stood in mid-2008; with a heavy personal financial loss in one hand [I like to think of it as an extremely prestigious masters degree in investment management] and a six months severance agreement in the other.

I had two choices.

I could take one of the recruiters calls coming in and start somewhere new OR, I could take everything I just learned and start my own firm. I knew it would take some time to ramp up properly, but with encouragement from family and friends – I chose to start working towards my own firm – Global Wealth Partners.

We’d love to hear more about your work and what you are currently focused on. What else should we know?
In terms of my technical credentials, I am a licensed investment advisor (Global Wealth Partners), a licensed (Arizona) real estate broker (Homesmart International), a certified life coach and a published author.

When you work with people and advise them in the context of their investments and financial goals, I realized there was always a large elephant in the room.

Everything affects everything.

Nothing we do in life stems from the monetary side of our brains first. It all starts with a personal vision and goal for oneself. I often found myself giving personal advice in the midst of my real estate and investment deals and felt I needed to bring these ‘seemingly separate’ fields together.

This reality set the stage for who I had to become to have any chance at helping people the way I envisioned.

So very quickly I realized my ‘company’, my ‘brand’ if you will – was my name.

Everything else was simply the vehicle from which I could deliver the services.

And this is the framework I use today. Everyday I strive to help my clients create, develop and pursue their professional and personal goals and vision.

So my business model now has become very simple: the more I understand, the more I can help.

Any shoutouts? Who else deserves credit in this story – who has played a meaningful role?
My family, friends and clients continue to inspire me everyday – and I sincerely mean that.

We are all on a journey, we all have our own hopes and dreams and I am humbled and privileged to have an opportunity to be apart of it.

I hope to always have the prudence to contribute to all of them.

Contact Info:

• Phone: 4802396962
• Email: ramneekmathur@gmail.com
• Instagram: https://www.instagram.com/ramneekadvisor
• Facebook: https://www.facebook.com/RamneekM/
• Twitter: https://twitter.com/RamneekAdvisor
• Other: https://www.linkedin.com/in/ramneekmathur/

Image Credit:
Sarah Hoag Photography

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