About Me
I am a seasoned mutual fund distributor with 7 years of experience, dedicated to helping investors build wealth through smart and strategic mutual fund investments. As an AMFI-registered distributor, I specialize in goal-based financial planning, SIP strategies, and portfolio optimization.
2013 - Stock Franchise
Started a stock brokerage franchise, gaining deep insights into equity markets and trading strategies.
2018 - Mutual Fund Distributor
Transitioned into mutual fund distribution, becoming an AMFI-registered distributor and specializing in SIPs, portfolio planning, and wealth management.
2024 - PMS Distributor
Expanded financial services to include Portfolio Management Services (PMS), offering high-net-worth investors customized investment solutions.
2024 - Corporate Mutual Fund Distribution (Logi Fintech):
Launched Logi Fintech, expanding into corporate mutual fund distribution to provide tailored investment solutions for businesses and high-net-worth investors.