FundsPru is Hybrid Digital platform for all kind of mutual fund investors” FundsPru is totally paperless mutual fund investment platform for first time as well as experienced investors. The platform works on CTT basis
To empower investors, team FundsPru assist in identifies financial goal and design an appropriate investment strategy & assets allocation considering Investor’s risk appetite to meet desired goals.
FundsPru platform facilitates to link your mutual fund investment with your desired goal like (Child Education, Child Marriage, and Retirement etc.)
Amit holds Master degree in Financial Management from Pune, soon after his Master degree he joined UTI Securities, Mumbai. He is having more than a decade experience in financial industry at various roles in Equity Investment, Wealth Management. Amit has worked with pioneer institutions such as Standard Chartered Wealth Managers & Religare securities at various designations.
Pankaj Pancharia carries a rich experience of handling HNI & Ultra HNI Investors. Pankaj has worked as Portfolio Manager with Motilal Oswal Financial services & as a Wealth manager at Systematix Share & Stocks Ltd, Mumbai for HNI segment. Pankaj having with more than a decade experience in financial industry along with this he has done master degree in Financial & Business Management from Pune
Pankaj Pancharia carries a rich experience of handling HNI & Ultra HNI Investors. Pankaj has worked as Portfolio Manager with Motilal Oswal Financial services & as a Wealth manager at Systematix Share & Stocks Ltd, Mumbai for HNI segment. Pankaj having with more than a decade experience in financial industry along with this he has done master degree in Financial & Business Management from Pune
Cheif Managing Director
An Incessant practitioner of Goal based Investment planning & Risk Management. Pankai holds a master degree in Financial & Business Management from Pune. He designs and implements financial and wealth planning strategies for clients. He is having more than a decade experience in the financial industry at various roles in Equity Investment, Wealth Management.
Chief Financial Officer
Rohan is abreast of changing tax laws and drafts solutions for clients to ensure they have a favourable tax outcome. He specializes in taxation of individuals, corporates and estate planning. Rohan also recommends tax saving strategies that maximize post-tax income which helps to generate inflation adjusted returns.
Chief Executive Office
Amit is MBA in Finance; He is having more than a decade experience in the financial industry at various roles in Equity Investment & Wealth Management. He makes sure that the advice he gives is objective and geared towards clients' best interests. His financial acumen is highly regarded by his clients which comprise corporates, family offices & high net worth individuals.
Disclaimer:- Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. FundsPru.com is owned by Altus Wealth & Insurance Marketing Pvt. Ltd. (with ARN code 116460) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
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