• Great Companies

Interview of Mr.Madhu Menon Founder of Oxyzen Financial Advisory & Services Pvt. Ltd


Interviewer: How did you come up with the idea of Oxyzen Financial Advisory & Services Pvt. Ltd ? What was the process behind the creation of this company

Mr. Madhu Menon: 2006, after spending a little over a decade in Banking & Financial Services Industry; The idea of creating a boutique came with 5 sole purposes: A. Simplicity B. Convenience C. Advisor Workstation D. Proximity 24x7 E. Innovate

Started building a Family Investment account management concept and in 2006 probably we were the 1st in Ahmedabad, Gujarat to provide Online Portfolio viewer on web www.oxyzenfin.com with login and password. We also bundled financial /investment solutions under one wrap so as to provide every personal finance services under one roof.

2016 We were again the 1st in Gujarat to launch Investment Mobile App #oxyzenfin

Bionic way – The Machine & Human Come together and help in your personal finances

Interviewer: What steps did you take to make your company stand out in this vastly competitive field?

Mr. Madhu Menon : The Brand – Oxyzen Financial on Social Network

The OPS (Operations, Systems & Processes) – Customer Delight, Defining TAT of less than 10 minutes

Ready with 10 Year Road Map / Business Plan

Concept of Invest in Self & Team

  • Revenue / Family - Personal Finance Solutions – 360 Degree Approach

  • Tech based Infrastructure - Open an Investment Account in, While you Finish your Coffee, Good to Invest !!

  • We are both Web Based and Mobile Based operators.

  • One can see their portfolio live on Mobile App and Web both - Apart from live portfolio, Online Transactions can be processed – Purchase, Switch, Redemptions, SIP/STP/SWP Registrations

  • Financial Calculators are helpful tools

  • Goal Reports are inbuilt to help clients track their investments & map their goals

  • Solution form Investment to Insurance, Estate planning to Will Services, Car Insurance to Health Insurance, Fixed Deposits to Bonds, Equity Accounts to NPS, & More in a click of button

Interviewer: What are your core values? What measures do you take to stick to your core values?

Mr. Madhu Menon : Vision: To distinguish Oxyzen Financial as an admired financial services company, trusted partner, and provider of innovative solutions for growing and protecting wealth.

  • Mission: To help our customers achieve financial prosperity with peace of mind.

  • Focused Areas: Communicate & Innovate

  • Core Values: How we conduct our business is just as important as what we do. Our core values are the principles that guide us daily. At all times, we strive to distinguish Oxyzen as an admired financial services participant and trusted brand that is differentiated by top talent and innovative solutions for all stages of life.

  • Worthy of Trust: We keep our promises and are committed to doing business the right way

  • Customer Focused: We provide quality products and services that meet our customers' needs.

  • Respect for Each Other: We are inclusive and collaborative, and individuals with diverse backgrounds and talents can contribute and grow.

  • Winning with Integrity: We are passionate about becoming the unrivalled industry leader by achieving superior results for our customers, shareholders, and communities.

Interviewer: What are your future plans in order to expand your company further? What new things do you plan to do?

Mr. Madhu Menon : We have already launched our “Join Virtual; Invest Digital” wherein any new investors can be on board in matter of minutes.

Fast paced life, We have launched “Plug & Invest” – Invest instantly and take control of your personal finance form the word go

Goal Mapping & Goal Based Portfolio – Have a purpose to all your investment, Connect all your investments to Goals

Advisor Work Station – So as to access, analyses investment decision with right parameters

Instagram Videos – our within 60 seconds videos on answers to various investment related queries.

Launching Bots – Our new Age Oxyzen Financial Academy

Interviewer: What advice would you give to the up and coming entrepreneurs and small business corporations in order to help them grow?

Mr. Madhu Menon :

a. What A Client Wants - Identify the Need & Market, Do a Research

b. Re-define your Strengths & Opportunities

c. Create a Reserve to run the family expense for next 12 to 18 months

d. Innovate & Communicate Effectively & Efficiently

e. Build a Small but meaningful Team

#MutualFunds #Insurance #EquityInvestments #NRIServices #FixedDeposits #StructuredProducts

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