We are pleased to introduce our new initiative. We are a homegrown mutual fund distributor and investment services initiative, set up by professionals with impeccable credentials & possessing more than 25 years of cumulative experience, having worked at middle and senior level managerial functions in some of the best companies in Financial Services industry.
We are a homegrown investment and financial services initiative, set up by a professional with impeccable credentials & possessing more than 25 years of cumulative experience, having worked at middle and senior level managerial functions in some of the best companies in Financial Services industry viz. Arthbodh, JM Financial, ICICI Capital, Cholamandalam Distribution, Investmantra Financial Services, HDIL Financial Services.
With our current team strength of trained professionals, we now guide and service a wide range of clients on their Investments here in Pune. We address the clients investment needs based on the client's respective risk profile, age, liquidity needs, returns expectation, time horizon, investment pattern and category.
We envisage ourselves to cater to a wide range of Services and distribution services for- Mutual Funds, Company Fixed Deposits, Tax Free Bonds, NCD’s, Bonds of Corporate and PSU’s, PMS and others.
We are a homegrown investment and financial services initiative formed by a professional to help and guide people to deploy their investible resources to meet their financial goals. Presently we operate from Pune.
With growing complexities in today's investments, it's hard to cope with the rising expenditure and very difficult to meet financial goals , we in such a scenario helps plan out your finances and makes you invest in the right investment avenues and thereby helps you to create wealth in the long term.
We offer investment options to help you invest your funds in proper avenues and facilitates in monitoring such investments over a period of time.
All team members are trained to provide you with unbiased and genuine investment service with respect to your specific requirement. We believe that every investment has a purpose and our endeavour is to understand this individual need and offer solutions for this need.
It's easy! You just need to pick up the phone and call us or email us and soon one of our team member will follow up with you. After ensuring the suitability of the investment with your personal needs, she/he would help you fill the application details and get it processed. Our commitment goes beyond just offering you the right scheme and goes right up to helping you to monitor your investments and providing you with timely and effective investment services.
The People: It is in our people that we derive our strength from. While this team is comprised of trained professionals to render unbiased and genuine investment services to clients, the team of this enterprise comprises of the following people.
Manoj M Dharmadhikari: He is the Founder Member and Proprietor of this enterprise: Age 52 years, his insights and experience gained over the past 22 years within the broking, distribution and investment Services space help him bring strong business acumen to the team. Manoj brings to the team the strategic expertise and know-how of the business having worked with the best of the breed investment Services companies. Manoj loves trekking and is a avid cyclist.
Mayur M Hode : Age 27 years, he holds a B.Com degree from Pune University. He has a 8 year experience of - Client Service. He takes care of our operations.
Tanvi Manoj Dharmadhikari: Age 49 years, she has been a fitness and yoga trainer for the past decade and half and now is AMFI certified Mutual Fund Distributor. She will be responsible for new business.
To be the preferred investment destination, wherein the investment expertise and know-how blend with a compassionate and personalized investment services, to meet the financial needs of our client relationships whose financial well being is our priority and focus.
Below are the service offered by us to help you in investing for your various stages of your life so that you can live your life freely