I’ve known Rohin for 8 years and have often sought his advice while investing. Further, I’ve personally been investing with him for almost a year now. From explaining basic concepts of personal finance, understanding your needs to explaining which specific mutual fund might be right for you, I found Rohin to be helpful in all these areas. I have recommended his services to a couple of friends already and would not hesitate to recommend him for investing and financial planning. I’d rate him as my go to financial advisor in Mumbai.
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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.
Capabilities & Expertise
Rohin has tremendous knowledge of finance. His wisdom has helped me be in more control of my finances. I blindly trust him in matters concerning money. I sleep peacefully knowing knowing my money is safe and growing. Would recommend you use his services. Amongst the best financial advisors in Mumbai that I have known.
Rohin is my 1st financial advisor, the best in terms of advice and commitment. Never felt like going anywhere else. He is pro-active to a level which no others can match and has made me focus on my plans for retirement – a huge achievement.
In addition, i have seen gains in my portfolio in a short space of time which is a reassuring indicator. The peace of mind I have from knowing my finances are being so well managed is priceless. He is amongst the best financial advisors in Mumbai.
I started availing financial advise from Rohin recently. I was quite impressed with the time he took to study our past financial history and to advise us on how to further enhance our financial portfolio. He understands markets very well and gives financial advice depending on what age group we are in. He has a mobile app which provides us with a sight of our investments on a real-time basis. He also constantly updates us with market information and new products. I really appreciate his planning and financial advise.
Mr. Rohin Pagdiwala has been an absolute pleasure to deal with when it comes to personal financial advise and guidance in an absolute confusing spectrum of the financial world. He has been attentive and transparent at all times and is always ready to answer menial questions to a financial novice.
“Rohin is astute when it comes to imparting financial advice. He answers questions patiently and delivers the right financial advise & solutions to his clients. He is flexible when the need arises and is adept at managing requirements on the go. We’re extremely satisfied with the services provided and wish him the best for the future!”
“I can’t thank Rohin enough for all the financial advice and timely recommendations about mutual funds, which have helped me build a good corpus in a year’s time. He not only helped me earn good returns by optimizing my overall portfolio but also got me into a much-needed habit of disciplined investing.
Look forward to your continuous support. Really appreciate your help and financial advice.”
“Rohin is an amazing financial advisor. His recommendation on the fitment and appropriateness for investment avenues specific to the goals, needs and risk appetite has been commendable.
I met Rohin and sought his suggestions on my funds. Instead of ad hoc advice, he got into detailing and approached from a holistic plan for the entire family.
He helped me uncover significant gaps in my existing investment products and suggested I rebalance my financial portfolio with the right products. Additionally, he deftly and confidently guided me through the recent tough economic times by instilling confidence and avoided hasty investment decisions.
I now feel a sense of security and confidence and I would not hesitate to recommend Rohin to my friends and relatives for financial advice.”
In the Media
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