Ameya Joshi

I am a Mutual Fund Distributor at Joshi Finserv, a financial services practice serving clients since 1992. Based in Newasa (Ahmednagar district), I work with families, professionals, business owners and NRI investors seeking a structured approach to long-term wealth creation. I serve clients across India, including Pune, Mumbai, Chhatrapati Sambhaji Nagar and Ahmednagar, through in-person and remote advisory support. My role is not to recommend “top performing funds”. I help clients follow an investment process — asset allocation, SIP/STP strategy, goal-based investing and periodic rebalancing — so they remain consistent across market cycles. Services include mutual fund portfolio review, retirement and education planning, NRI investment support, insurance protection and loan assistance aligned with cash-flow planning. I do not provide stock tips, trading calls or guaranteed returns. My objective is disciplined investing and long-term wealth building over 10–20 years.