5-star rated Financial Distributor in Mumbai

“Pagdiwala Investments is among the best rated financial distributors in Mumbai with over 20 years of experience. We offer a wide range of products to choose from and help identify the best fit products based on your needs.”

What we do

UNBIASED DISTRIBUTION

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 believe it is important to take a holistic approach to financial planning. We aim to manage all aspects of our clients’ finances, with a focus on early retirement and child education planning.

EXPERIENCED MANAGEMENT

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.

WIDE RANGE OF PRODUCTS & SERVICES

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, Direct Equity referral, insurance solutions (Health and Life), and a lot more. Visit our Products & Solutions page for details.

UNBIASED DISTRIBUTION

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.

EXPERIENCED MANAGEMENT

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.

WIDE RANGE OF PRODUCTS & SERVICES

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.