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10 Most Promising Mutual Fund Distributors from Maharashtra - 2025

Maharashtra, India's financial powerhouse and home to Mumbai—the nation's commercial capital—hosts a robust network of mutual fund distributors who play a pivotal role in democratizing wealth creation across diverse investor segments. These intermediaries are critical connecting links between asset management companies and the first-time savers and experienced wealth builders.

This specialization of the state as a financial hub in India has developed an advanced system of distribution. The range of mutual fund distributors in Maharashtra covers both ends of the spectrum, i.e. individual AMFI-registered advisors and independent financial planners to big distribution houses and banking networks. Their target consumers are urban elite in Mumbai and Pune, middle-income farmers in tier-2 cities such as Nagpur and Nashik and more recently, rural populations...

10 Most Promising Mutual Fund Distributors from Maharashtra - 2025

Aydia Finvest

Pushkar Ashok Vaidya, Director

Offers mutual funds, financial planning, insurance, and housing-loan solutions to help clients meet their longterm wealth goals

Barros Wealth

Celeste Barros and Gerard Barros, Founders

Delivers mutual funds, insurance, retirement/tax planning and holistic financial planning tailored to individual risk profiles

Chitale

Sunil Chitale, Director

Investing solutions including mutual funds, capital-gain bonds, gold bonds, fixed deposits, and tailored portfolio planning to help clients achieve long-term financial goals

Harshal Vaid

Harsh Vaid, Director

Provides wealth-management solutions including mutual funds, insurance, and portfolio tracking to help clients achieve their financial goals

Indranil Investments

Shivaji Bhimrao Patil and Shailesh Shivajirao Patil, Partners

Offering demat services, bonds, P2P lending and tailored wealth-planning to help clients meet their financial goals

Investsphere Wealth

Manas Dalai, Founding Director

Providing tailored wealth-management solutions including mutual funds, PMS, AIFs, investment & retirement planning

Millionsworth Financial Services

Vinod Prajapati, Founder & CEO

Provides holistic wealth management, investment & borrowing solutions, insurance, and estate-planning services

Mintbox Fintech

Aniket Mane, CA Neha Agrawal, Ajay Patwari, Founders, CMO, CEO & Advisor

Track and manage diversified investments (including MFs, PMS and AIFs) tailored to their financial milestones and risk profile

Om Apex Investment Services

G.V. Iyer, Founder

Offering commission-free investment solutions, SIP & goal-based investing, and personalised portfolio support for retail, HNI and corporate clients

Shrimukh Associates

Mukesh Jethwani, Founder Partner

Offering holistic wealth-management solutions including mutual funds, equity, insurance, PMS, NPS and more