Leading Mutual Fund Advisor in Nagpur

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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

    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

    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. Rahul Khasnis

    Mr. Rahul Khasnis

    Meet Rahul Milind Khasnis, a standout in the world of managing money and providing financial services. His dedication and drive turned Khasnis Prime Wealth Pvt. Ltd. into a leading hub for excellent financial guidance.
    Armed with an MBA in Marketing and a PGDM in Finance, Rahul teamed up with his father in the insurance and investment business, laying the groundwork for what later became Khasnis Prime Wealth Pvt. Ltd.
    In 2010-2011, Rahul's entrepreneurial spirit led to founding the company, which expanded its services to cover various financial aspects like share broking, loans, and portfolio management.
    Under his guidance and his father's wisdom, the company now manages over 350 crores in mutual fund assets and serves more than 3500 clients, a testament to their top-notch service.
    Rahul's expertise in financial outlining and managing high-value mutual fund portfolios earned him certifications as a Mutual Fund Distributor. He's known for his market understanding and dedication to professional excellence.
    Beyond the boardroom, Rahul shares his financial insights in prominent events and even contributes to newspapers and radio shows, making him a valued voice in the finance world.
    His exceptional career has been recognized with awards like the Indian Achievers' Award in 2021 and CEO Insights Magazine's recognition as one of the Top 10 Leaders in Wealth Management in 2022.
    Rahul Milind Khasnis's commitment and expertise have placed him as a leader in wealth management, driving Khasnis Prime Wealth to remarkable success.

    What our clients say

    Check out the Power of SIP

    Get your investment plan

    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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