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
2
Years of Experience
30
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 .