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Financial Advisor in Mumbai

Pagdiwala Investments is a 5 star rated Financial Distributor in Mumbai offering financial distribution services to clients across the world. It is owned and managed by Rohin Pagdiwala who comes with over 20 years’ experience in financial services, with special expertise in Wealth Management. He manages clients personally.

Rohin received his MBA from the University of Mumbai in 2004 and has previously served at eminent institutions like IDBI Capital, HSBC Global Asset Management (in Mumbai and London), Axis Asset Management, Axis Bank and DBS Bank in India. He was previously head of digital business at DBS Consumer Bank, India.

Pagdiwala Investments currently manages a large spectrum of clients across the world, with a bulk of them from Mumbai, India. We have clients in the UK, Australia & Canada, all of them served digitally. We offer all our clients a personalised app and desktop login for real time access to their investments.

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20+ years of experience

Rohin Pagdiwala brings over 20 years of experience in financial distribution & Asset Management

Personal Attention

Private consultation & regular reviews ensure you get the attention you need, no matter what the investment amount

Digitally enabled

24/7 live access to your financial portfolio on app and web

Transact on the go

Highly rated

5 star rated by most clients


Capabilities & Expertise

Client Testimonials

In the Media

How many mutual fund schemes should you have in your portfolio? Rohin Pagdiwala in discussion with Niraj Shah on the NDTV Profit Mutual Fund show on 15th May 2024.

Rohin Pagdiwala discussing ELSS Funds, Opportunity in Healthcare investments and more on the NDTV Profit Mutual Fund show on 22nd Feb 2024.

Rohin Pagdiwala in conversation with Swarup Mohanty, CEO Mirae Asset on building an all-weather investment portfolio, on Bloomberg’s BQ Prime

Rohin Pagdiwala in conversation with Sandeep Yadav, Head Fixed Income at DSP MF on Bloomberg’s BQ Prime

Rohin Pagdiwala in conversation with Sunil Jhaveri on the impact of India’s inclusion in JP Morgan’s EM Bond Index, on Bloomberg’s BQ Prime

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