mutual fund advisor

What is Mutual Fund planning?

Ways to maintain nancial stability and contingency fund ow

Effective management of nances 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 nancial goals, enhance the quality of life and makes you nancially condent

Fund investments cater to holistic Money Management

Goal Planning

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

Mutual

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 nancially with emergency fund investments

Tax Planning

Save taxes with proper tax planning

Investment Planning

Achieve your goals and vision with smart investments.

Benets 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

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

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What we do

At Khasnis Prime Wealth, we mindfully indulge ourselves in the comprehensive nancial outlining process of our clients The nancial outlining process involves a number of steps. When you choose to trust us with your nancial goals and objectives, we make sure they are fullled sustainably We analyse your nancial potential at the moment and for the future to chalk out a plan that ts 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

Identication 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

Meet Mr Milind Khasnis, a pioneer in guiding people and businesses towards better money decisions for many years He's an expert in nancial outlining and helps others invest wisely.

In 2002, he started Khasnis Prime Wealth Pvt Ltd , aiming to offer top-notch money advice for people to achieve their nancial dreams

Mr Khasnis's dedication to excellence earned him the prestigious Million Dollar Round Table (MDRT) award three times in a row. He's always learning, even earning a special insurance degree from The American College of Insurance

His knowledge stretches far and wide, attending famous training programs to sharpen his skills in nancial outlining and investment advice

He's received several awards for his outstanding work, including recognition from CNBC TV-18 and the Maharashtra Idol Award from Daily Sakal Media House

Not just a nancial expert, Mr Khasnis shares his wisdom in newspaper columns, helping many understand money matters better.

His journey is all about helping others secure their nancial futures With a legacy of excellence and a passion for learning, he's a guiding light in the world of nance.

Mr. Rahul Khasnis

Meet Rahul Milind Khasnis, a standout in the world of managing money and providing nancial services. His dedication and drive turned Khasnis Prime Wealth Pvt. Ltd. into a leading hub for excellent nancial 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 nancial 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 nancial outlining and managing high-value mutual fund portfolios earned him certications as a Mutual Fund Distributor. He's known for his market understanding and dedication to professional excellence

Beyond the boardroom, Rahul shares his nancial insights in prominent events and even contributes to newspapers and radio shows, making him a valued voice in the nance 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

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

Check out the Power of SIP

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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!

Get In Touch

Plot No. 29, Rameshwaram Apt. behind Jaquar Orientation Center near Laxmi Nagar Water Tank, Laxmi Nagar Nagpur 440022

+91-7020-549-589 info@khasnisprimewealth.com