About us:
Bridging the gap between savings and investments to create long-term wealth for Indian families through investor-centric financial solutions.
Pathik Ventures Private Limited is a leading wealth management organization driven by a single purpose: to empower investors. We believe that true financial freedom is not just about saving money; it’s about making your money work for you.
Our approach is entirely investor-centric. We combine deep investment expertise with robust processes to offer simple, diversified, and relevant Investment and Insurance Solutions tailored to your unique goals. We are your partners in navigating the financial landscape, ensuring every decision is made with your best interest at heart.
Our approach is entirely investor-centric. We combine deep investment expertise with robust processes to offer simple, diversified, and relevant Investment and Insurance Solutions tailored to your unique goals. We are your partners in navigating the financial landscape, ensuring every decision is made with your best interest at heart.
The Team Management
Shailesh Punjabi, Director
( Co-Founder of Pathik Ventures Pvt. Ltd., )
With a solid foundation in Finance Field and over 25+ years of experience, I began my professional journey in 1999.
In August 1999, I transitioned into the financial services sector, driven by a deep personal interest and passion for financial planning and wealth management.
I am an AMFI-registered Mutual Fund Distributor (ARN: 54174), offering a wide range of mutual fund products through the MFU Utility MF platform, enabling clients to invest seamlessly via paperless transactions. My journey in mutual fund distribution began on January 2003.
To further strengthen my advisory services, I successfully completed the NISM Certification Examination on October, 2003, equipping me to provide comprehensive and Financial planning solutions.
We are also offering a full suite of life and general insurance solutions through multiple platforms, including BSE Ebix. My insurance services include Life Insurance, Vehicle Insurance, Health Insurance, Travel Insurance, and more.