ABOUT US
Pawan Kumar Abrol (B.Com, CAIIB) brings a wealth of experience and expertise to the financial services industry. Served as the Senior Vice President of Sales of UTI Mutual Fund (the first financial institution/mutual fund of India), the pioneer of mutual funds in India, He has spent 42 years in the said organisation and worked in various departments mainly Sales/Operations and have extensive knowledge of Mutual Funds and other financial products.
Pawan Abrol has been operating as an independent distributor for the past six years, amassing a significant asset under management (AUM) of ₹30 crores. His tailored approach to financial planning is designed to meet the unique goals and aspirations of each client, ensuring their financial success and security.
Years of Experience
Team members
Successful Projects
Satisfied Clients
FEATURED SERVICES
Our mission is to educate investors about mutual funds and other financial products. We aim to provide expert guidance and innovative solutions that maximise risk-adjusted returns, ensure economic stability and fulfil the aspirations in simulated time for the clients.
Our vision is to be a trusted partner in financial planning, recognized for our integrity, expertise, and commitment to our clients' success. We strive to be at the forefront of the financial services industry, continuously evolving and adapting to meet the changing needs of our clients and the market.
Client-Centric Approach: To place our client's needs and goals at the centre of our financial planning process, ensuring personalized and effective solutions.
Education and Awareness:To educate our clients on the various financial products and investment strategies available, enabling informed decision-making.
Innovation and Excellence:To continuously seek innovative financial solutions and uphold the highest standards of excellence in our services.
Community Engagement: To contribute positively to our community by promoting financial literacy and supporting initiatives that enhance financial well-being.