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Best Mutual Fund Advisor in Nagpur

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    What is Mutual Fund Planning?

    A mutual fund strategy explicitly states:

    steps

    Strategies or a step-by-step method to achieving your financial objectives and vision

    stable

    Ways to keep financial stability and contingency fund flow

    heart

    Effective financial management for a calm lifestyle

    Start your wealth management journey with mutual fund investments.. Mutual fund investing can help you set financial objectives, improve your quality of life, and boost your financial confidence.

    Mutual fund investments offer comprehensive
    money management.

    Goal Planning

    Goal management

    Strategic financial management may help you achieve life objectives such as child education, home ownership, vacations, and more.

    Retirement management

    Ensure a comfortable retirement with adequate money preparation.

    Insurance management

    Select the appropriate insurance coverage to protect yourself and your loved ones' lives.

    Emergency Funds

    Unprecedented times create a lot of uncertainty in one's life, so prepare financially with emergency fund investments.

    Tax management

    Proper tax preparation can lead to tax savings.

    Investment management

    Smart investments can help you achieve your objectives and vision.

    Benefits of the Mutual Fund Investments

    Managed Portfolio

    Managed Portfolio

    Mutual funds are managed by skilled fund managers who make prudent investment decisions based on market trends and analysis.

    Diverse Portfolio

    Mutual funds enable investors to invest in various assets and diversify their portfolios based on their goals and risk tolerance.

    Affordability

    Mutual fund investors can start investing with as little as 500 INR and benefit from their money.

    Tax Saving

    Certain investments are tax-efficient. For example, in domestic equities mutual funds, one does not have to pay capital gains tax if invested for more than one year.

    Grab A Free Consultation Today !

    What we do

    Khasnis Prime Wealth prioritizes our clients’ comprehensive financial management. The financial outlining process involves multiple steps. When you entrust us with your financial goals and objectives, we ensure they are met long-term. We examine your existing and future financial options to develop a plan that is unique to you. At Khasnis Prime Wealth, we strongly believe that each portfolio is unique to an individual’s aims and ambitions, hence we do not use pre-made portfolios. This method is evident in the actual data that our specialized solutions deliver to you.

    Why is Khasnis Prime Wealth?

    Relying on deep subject expertise

    Clear awareness of regulatory frameworks

    Identifying value-driven opportunities.

    Customized ways to maximize your wealth.

    Customized ways to maximize your wealth.

    We help you through every stage of the investing process, making us the premier mutual fund adviser in Nagpur. It all starts with one mantra.

    YOUR MONEY AND OUR COMMITMENT!!

    Our People

    Mr. Milind Khasnis

    Mr. Milind Khasnis

    Meet Mr. Milind Khasnis, a long-standing pioneer in assisting individuals and companies to make better financial decisions. He specializes in financial planning Outlining not planning and assists others in making sound investment decisions.
    In 2002, he founded Khasnis Prime Wealth Pvt. Ltd.Khasnin Insurance & Investments Services to provide high-quality money advice to help people accomplish their financial goals.
    Mr. Khasnis' commitment to excellence has earned him the renowned Million Dollar Round Table (MDRT) award three times in a row. He is always studying haven't understood what you want to say. ), even receiving a particular insurance degree from The American College of Insurance.
    His expertise is extensive, and he has attended well-known training programs to improve his abilities in financial management and investment guidance.
    He has garnered several honors for his remarkable performance, including recognition from CNBC TV-18 and the Maharashtra Idol Award from Daily Sakal Media House. Mr. Khasnis is more than simply a financial expert; he shares his knowledge in newspaper columns, helping many people better understand money.
    His mission is to assist people in safeguarding their financial futures. He is a guiding light in the world of finance, thanks to his legacy of achievement and love for learning.
    Mr. Rahul Khasnis

    Mr. Rahul Khasnis

    Meet Rahul Milind. Khasnis stands apart in the realm of money management and financial services. His devotion and ambition transformed Khasnis Prime Wealth Pvt. Ltd. into a top provider of exceptional financial advice.
    Rahul, who holds an MBA in Marketing and a PGDM in Finance, joined his father in the Business of Wealth Management laying the basis for what would become Khasnis Prime Wealth Pvt Ltd.
    Rahul's entrepreneurial zeal drove him to start the firm in 2010-2011, and it has since expanded its services to include share broking, loans, and portfolio management. Under his leadership and his father's knowledge, the business today manages over 500 crores in mutual fund assets and services over 4000 clients, demonstrating their commitment to providing exceptional service.
    Rahul's skill in financial management and high-value mutual fund portfolio management earned him Mutual Fund Distributor qualifications. He's recognized for his market knowledge and commitment to professional excellence.
    Beyond the boardroom, Rahul discusses his financial views at major events and even writes for newspapers and radio broadcasts, making him a respected voice in the banking industry.
    His outstanding career has been honored with several prizes, including the Indian Achievers' Award in 2021 and CEO Insights Magazine's designation as one of the Top 10 Leaders in Wealth Management in 2022.
    Rahul Milind Khasnis' dedication and expertise have established him as a wealth management industry leader, propelling Khasnis Prime Wealth to unprecedented success.

    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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    We at Khasnis Prime Wealth Pvt. Ltd. are well aware of your demands and investment holdings. Speak with a mutual fund investment adviser right now!

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