10 Most Promising Mutual Fund Distributors From Mumbai - 2025

Megha Pandit, Founder

The firm offers mutual funds, fixed income, structured products, PMS, AIF, and wealth planning solutions. It also focuses on datadriven advice and long-term client relationships

Pratik Sharma, Founder

The firm offers mutual funds and portfolio management services. It provides tax filing, insurance, legal, and loan services. The firm also handles residential and commercial real estate transactions and management

Praful Mistry, Founder

The firm offers mutual funds, SIPs, and financial planning services. It provides customized investment strategies. The firm operates across India, focusing on long-term investing

Lalit Temkar, Founder

The firm offers financial planning, wealth management, and tax consulting. It provides mutual fund investment and insurance services and the firm helps clients manage portfolios to meet financial goals

Vishal Dhilla, Founder

The firm provides wealth management, wealth preservation, and estate planning services. It offers treasury and investment solutions for individuals and institutions. The firm helps clients manage assets and plan for succession

Dr Radhakrishna Shetty, Chairman & Managing Director

The firm offers life and general insurance, mutual funds, and retirement planning services. It helps clients with investment strategies, risk management, and portfolio diversification. The firm also provides customized financial solutions for long-term goals

Ankeet Deliwala, Founder

The firm offers mutual funds, PMS distribution, and insurance services. It also provides loans, tax planning, and estate planning solutions. The firm also serves resident and NRI clients

Samir Porecha, Director

The firm offers shares, bonds, fixed deposits, mutual funds, and insurance products. It does not provide futures, options, or online trading services. The firm focuses on long-term investments

Rishabh Goel, Founder

The firm distributes investment products such as mutual funds, global equities, venture capital, corporate FDs, bonds, PMS, and AIF strategies. The firm offers a digital platform for managing and tracking investments

Ashish Nirmal, Managing Director

The firm offers financial planning, tax planning, mutual funds, insurance, fixed deposits, bonds, and estate planning. It provides transparent and personalized financial services