AMFI Registered Mutual Fund and SIF Distributor (ARN 321120) | AIF Distributor
AMFI Registered Mutual Fund and SIF Distributor (ARN 321120) | AIF Distributor
CEO Founder
Mr. Pratik Shyamrao Pawar is an experienced and accomplished entrepreneur in the fields of banking, loan advisory, financial planning, and mutual fund distribution. He holds his qualification in MBA in Finance from Savitribai Phule Pune University and has over 15 years of professional experience, working with leading financial institutions such as ICICI Bank, HDFC Bank, Kotak Mahindra Bank and other reputed organizations. Throughout his career, he has successfully guided thousands of clients in making informed financial decisions.
Today, under his leadership, the company manages over ₹100 crore in Assets Under Management (AUM), serving clients with a disciplined, research-driven, and client-centric approach.
As a Satellite Member of PIFAA (Pune Independent Financial Advisors Association), he remains committed to maintaining the highest standards of ethics, professionalism, and continuous learning.
Pratik believes that wealth management is more than investing as it is about understanding life goals, managing risks, and building a secure financial future. His philosophy is rooted in trust, transparency, and long-term partnerships, ensuring that every client receives personalized financial solutions tailored to their aspirations.
CEO FOUNDER
Prasad Dattatray Nagmal is an experienced Financial consultant with over 8 years of expertise in the financial services industry. He holds a Master of Commerce (M.Com) degree and is a NISM Certified Financial Advisor, dedicated to helping individuals, families, and businesses achieve their financial goals through personalized and reliable financial solutions.
Currently associated with Prime Mantra Finserv Pvt. Ltd. and Fresh Funding, he specializes in providing strategic financial guidance tailored to each client’s unique requirements. His core areas of expertise include Home Loans, Personal Loans, Business Loans, personal loan and education loan Mutual Funds, SIPs (Systematic Investment Plans), Insurance, Tax Planning, and Comprehensive Financial Planning.
With a client-centric approach built on trust, transparency, and professionalism, Prasad focuses on creating long-term financial security and wealth for his clients. His commitment to understanding individual financial needs enables him to deliver practical, goal-oriented solutions that support sustainable financial growth.
CEO FOUNDER
Pradip Abhiman Patil is a highly experienced Financial Advisor with over seven years of expertise in wealth management and financial services. He is an MSW (Master of Social Work) graduate and a NISM Certified Financial Professional, he is committed to helping individuals, families, and businesses make informed financial decisions and achieve long-term financial security.
Over the years, Pradip has collaborated with some of India’s leading financial institutions, including State Bank of India (SBI), HDFC Bank, ICICI Bank, Bank of Baroda, Bank of India, and Punjab National Bank, along with reputed mutual fund companies. His extensive industry experience enables him to deliver strategic financial guidance with professionalism and integrity.
His core areas of expertise include Home Loans, Personal Loans, Business Loans, Mutual Funds, SIPs (Systematic Investment Plans), Insurance, Tax Planning and Comprehensive Financial Planning. He continuously enhances his knowledge by participating in professional certification programs, advanced financial training, and investor awareness initiatives, ensuring that his clients benefit from the latest industry insights and best practices.
In recognition of his outstanding professional performance, he has been honored by Tata AIA. Beyond his professional achievements, he has received several awards for excellence in academics, leadership, and social service.
Operations head, Human Resource Manager
Anuja Dalvi is a dedicated finance professional with over 5 years of experience in the financial services industry. Although she holds a Bachelor of Engineering (B.E) degree, her passion for finance led her to build a successful career in wealth management and mutual fund operations.
Anuja’s contribution to this organization plays a pivotal role in managing the company’s Mutual Fund Operations, ensuring seamless transaction processing, regulatory compliance, and superior client service. Her meticulous attention to detail and operational expertise contribute significantly to delivering a smooth and efficient investment experience for clients.
She is a NISM Certified Mutual Fund Distributor and also holds the NISM Specialized Investment Fund (SIF) Certification, reflecting her commitment to professional excellence and continuous learning. Her strong understanding of mutual fund operations, investment processes and regulatory frameworks enables her to support clients and advisors with accuracy, efficiency and confidence.
Known for her professionalism, integrity, and client-focused approach, Anuja is passionate about simplifying investment processes and ensuring operational excellence. She believes that a strong operational foundation is essential for delivering exceptional financial services and fostering long-term client trust.
With a commitment to continuous growth and excellence, she strives to enhance operational efficiency while contributing to the organization’s mission of helping clients build long-term wealth through disciplined and well-managed investment solutions.
AMFI Registered Mutual Fund and SIF Distributor (ARN 321120) | AIF Distributor
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