About Us

We offer financial products that are time tested and balanced keeping various investor objectives in mind, using mutual funds, portfolio management services, insurance solutions and a variety of other products. We aim to manage all aspects of our clients’ finances, with a focus on early retirement and child education.

Pagdiwala Investments is owned and managed by Rohin Pagdiwala. Rohin comes with over 20 years’ experience in financial services, with special expertise in Wealth Management. He manages clients personally. He received his MBA from the University of Mumbai in 2004 and has previously served at eminent institutions like HSBC Global Asset Management (in Mumbai and London), Axis Asset Management, Axis Bank and DBS Bank in India.

We use a variety of products to build a balanced investment portfolio. While mutual funds and SIPs form the core of the products we use, we offer Portfolio Management Services, ETFs, Corporate Bonds, insurance solutions (Health and Life), and a lot more. Visit our Products & Solutions page for details.

We operate under an AMFI Registered ARN licence for distribution of Mutual Fund products. We are also registered with APMI for PMS distribution.

In mutual funds, we help clients invest in Regular Plans only. The commissions we receive on regular plans are mentioned below. These have been split into various broad categories for ease of understanding. Do note that these are approximate and may vary from time to time, and from product to product. We are happy to share detailed commissions with clients upon request.

• Active Equity / Hybrid Mutual Funds: 0.5% to 1.5% p.a. trail
• Passive Equity / Hybrid Mutual Funds: 0.2% to 0.7% p.a. trail
• Debt funds / Gold funds: 0.2% to 0.8% p.a. trail
• Liquid Funds: 0.05% to 0.25 p.a. trail