Pinku Panchmatia

CA Pinku Panchmatia•Thane,MH

Regency Park A 3A,

Thane, MH, 400610

Regency Park A 3A, Thane, MH, 400610

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About

I bring nearly 20 years of global experience with a truly multicultural career journey, having worked across APAC, Middle East, and Europe. My corporate background spans Project & Program Management, Strategy, Finance, and Operations, with a strong track record of executing SAP and Microsoft Dynamics (Dy Ax) programs. After years in corporate leadership, I followed my true calling — personal finance. Today, I help individuals, families, and professionals take control of their money, build wealth with purpose, and achieve financial goals with clarity. Mission: Empower people to make smarter financial decisions and achieve financial freedom, blending corporate insight, global exposure, and financial wisdom.

Practice at a glance

Years of Experience

Families Served

₹15

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Founders & Entrepreneurs, Government Staff

Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

CA – Chartered Accountant

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-324724

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Pinku Panchmatia .

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review