At FPnest, our core mission is to provide you with expert financial solutions that are simple, unbiased, and tailored to your unique needs. We believe in empowering our clients, ensuring you not only understand your investments but also feel confident in your financial decisions.
Our services are designed to add tangible value to your life, guiding you on a clear path toward achieving your financial goals.
What began as a partnership firm in 2015 evolved into a private limited company in 2018. Since our inception, we have proudly served over 500 families, helping them navigate their financial journeys with smart, effective, and personalized strategies.
MD & Co-Founder
Over 20 years of experience in distribution of investment and insurance products. An MBA in Finance with deep understanding of investor behavior. Leads our client-centric strategy.
MD & Co-Founder
22+ years in the financial services industry. Holds a Bachelor of Commerce. Known for his expertise in distribution practices and strategic leadership.
Director
9+ years of experience with expertise in mutual funds, insurance, and alternate investment products. MBA in Finance with strong client relationship skills.
Manager Sales
Brings 14+ years of experience in B2B and B2C investment product sales. Known for his market insights and leadership in driving growth.
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Our team has over 10 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Serving clients is our passion and the reason why we are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
