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Leading Mutual Fund Advisor in Nagpur

Make A Smart Investment With Khasnis Prime Wealth

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    What is Mutual Fund planning?

    A mutual fund plan clearly outlines:

    steps

    Strategies or step by step approach for your life’s financial goals and vision

    stable

    Ways to maintain financial stability and contingency fund flow

    heart

    Effective management of finances for a peaceful life

    You can begin your wealth planning with mutual fund investments. Mutual fund investments help you draw a
    road map for your financial goals, enhance the quality of life and makes you financially confident.

    Mutual Fund investments cater to holistic
    Money Management

    Goal Planning

    With strategic wealth planning fulfil life goals like child education, buying a property, vacation, etc.

    Retirement Planning

    Secure a peaceful retirement with prior wealth planning

    Insurance Planning

    Choose the right insurance plans to secure your and your loved ones’ lives.

    Emergency Funds

    Unprecedented times bring about a lot of uncertainties in one's life, so prepare yourself financially with emergency fund investments.

    Tax Planning

    Save taxes with proper tax planning

    Investment Planning

    Achieve your goals and vision with smart investments.

    Benefits of Mutual Fund Investments

    Managed Portfolio

    Mutual funds are managed by professional fund managers who responsibly make wise investment decisions according to market movements and trend analysis.

    Diverse Portfolio

    Mutual funds pave the way for investing in varieties of securities and diversify investments as per investor’s objectives and risk tolerance.

    Affordability

    With the freedom to earn from personal savings, mutual funds investors can begin investing with as less as 500 INR.

    Tax Saving

    Certain investments are taxefficient. For example, in domestic equity mutual funds, one does not have to pay capital gains tax if invested above 1 year

    Grab A Free Consultation Today !

    What we do

    At Khasnis Prime Wealth, we mindfully indulge ourselves in the comprehensive financial outlining process of our clients. The financial outlining process involves a number of steps. When you choose to trust us with your financial goals and objectives, we make sure they are fulfilled sustainably. We analyse your financial potential at the moment and for the future to chalk out a plan that fits you uniquely. At Khasnis Prime Wealth, we strongly believe that every portfolio is unique as per an individual’s dreams and goals thus do not rely on past ready-made portfolios. This practice of ours is appreciated by the real numbers that our tailor-made solutions bring to you.

    Why Khasnis Prime Wealth?

    Reliance on in-depth domain expertise

    Crisp understanding of regulatory frameworks

    Identification of value-driven opportunities

    Bespoke solutions for maximizing your wealth

    We guide you hand hold at every step of the investment process making us a leading mutual fund advisor in Nagpur. It all begins with one mantra

    YOUR MONEY, OUR COMMITMENT!!

    Our People

    Mr. Milind Khasnis

    Mr. Milind Khasnis

    Mr. Milind Khasnis, a Professional Financial Outliner & Investment Advisor founded KHASNIS INSURANCE & INVESTMENT SERVICES in the year 2002 (currently known as Khasnis Prime Wealth Pvt Ltd). He was honored with MDRT for three consecutive years. He completed his Insurance Professional Degree Of LUTCF from The American College of Insurance. He was the First MDRT from central India for private life insurance company ICICI Prudential Life Insurance. He has vast knowledge of financial outlining & investment avenues. Attended many recognised training all over India & abroad on financial outlining & investment advisory. He has been awarded with the prestigious award of CNBC TV-18. “Special Jury Award Winner At 10th Financial Adviser Forum For 2018-19 By CNBC TV 18 , UTI Mutual Fund , Powered BY ICRA. Many such awards are in his name. He is a regular columnist in many newspapers as a Financial Expert.

    Mr. Rahul Khasnis

    Mr. Rahul Khasnis

    Mr. Rahul Milind Khasnis Completed his MBA ( Marketing), PGDM (Finance) & joined the business in 2010 as Investments Professional. He had worked with a well-known MNC in the field of Financial Outlining & Investment Advisory. Mr. Rahul is handling HNI’S Mutual Fund portfolios and other allied businesses In Khasnis Group. He is a certified Mutual Fund Advisor & has many such other certifications of related financial services. He has been invited to attend & participate in many financial symposiums, Equity colloquium. His views are featured in many national newspapers & Radio shows. He has been awarded INDIAN ACHIEVERS’ AWARD 2021 FOR YOUNG ENTREPRENEUR by the Indian Achievers Forum also he has been awarded Prestigious “Power Houses Of Nagpur Awards 2020” “FOR EXCELLENCE IN PORTFOLIO MANAGEMENT, MUTUAL FUNDS & FINANCIAL SERVICES” by 94.3 My FM & Dainik Bhaskar Group. His contribution has helped Khasnis Prime Wealth to Achieve great heights.

    What our clients say

    Prasad Gharote

    Prasad Gharote

    Manager - LG ELECTRONICS

    One of the best financial management firms with experienced mutual fund advisors in Nagpur that gives premium services to all their stakeholders.

    Sahadevan Radhakrishnan

    Sahadevan Radhakrishnan

    SALESFORCE

    I found the right place for my investments as their mutual fund advisors helped me with the right advice. Rahul is always available if I need anything on my investments.

    Mr. Ajay Deshmukh

    Mr. Ajay Deshmukh

    CEO V-SQUARE SYSTEMS PVT. LTD.

    I like the approach and professionalism of Khasnis Prime Wealth Pvt Ltd. They live up to the needs of every individual. The services provided pertain to the latest technology which eases up the process. The team has the best mutual funds consultants who hand hold and educate for informed decision making. Rahul, I appreciate your efforts and commitment. Keep it up! Wish you and your company all the best.

    Aditya Rahate

    Aditya Rahate

    Tax Consultant ( Trasfer Prising ) Benguluru

    My first and strong recommendation to everyone is that Khasnis Prime Wealth Pvt Ltd and its team of experienced mutual fund advisors in Nagpur is doing a great job even during the pandemic. They work dedicatedly towards individual investment needs. Their suggestions and advice helped to lead a better life without much worrying about the future. I love to be associated with them and will continue to do the same as I want a safe and secure future for me and my family.

    Sharad Pimpalkar

    Sharad Pimpalkar

    General Manager Vijai Electricals. Hyderabad

    Great place for right guidance on Investments, trustworthy mutual fund advisors and a reliable institution to help.

    Maj. Gen. Anil Bam

    Maj. Gen. Anil Bam

    It’s a place to create wealth. Mr Khasnis and his son are thoroughbred professionals who have in-depth knowledge about investments. The best part is that they consider the funds as their own and invest judiciously. The place is to go for the best team of mutual fund consultants who accelerates wealth creation.

    Aditya Mandlekar (USA)

    Aditya Mandlekar (USA)

    IT Proffessional

    I have had a better experience each time I chose to work with Khasnis Prime Wealth Pvt Ltd. This firm can be summarized with its continuous efforts, professionalism and customer care in terms of giving well-researched consultancy on mutual fund investments, wealth management and relevant knowledge on ever-changing market conditions. They are one of the premium mutual fund advisors in Nagpur and I strongly recommend them for better financial planning.

    Mr. Chaitanya Nerkar

    Mr. Chaitanya Nerkar

    Vodafone New Zealand, Auckland. Automation Specialist

    They are very professional and updated with the current market situation, I have been with them for the last 7 years and now my father is also convinced to invest in mutual funds for the last 2 years. I would strongly recommend everyone to have such a wealth advisor as they have a very good analysis of the market, a team of best mutual fund investment advisors who are transparent and prompt with client servicing.

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    At Khasnis Prime Wealth Pvt. Ltd. we thoroughly understand your needs, portfolio. Get connected with one of our mutual funds investment advisors now!

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