A small firm, on purpose
Working with investors since 2020 from Mumbai, as an AMFI-registered distributor of mutual funds and insurance.
A distributor who stays after the sale
Finx Finserv has been working with investors since 2020. We are a certified wealth distributor and a distributor of mutual funds and insurance, recognised by AMFI, the Association of Mutual Funds in India.
Our team combines what it knows about insurance, tax law and mutual funds to suggest options that match a client’s short-term and long-term goals. The work is deliberately unglamorous: understand the household, write the plan, execute it cleanly, then review it.
The purpose behind the firm is straightforward. We want the people we work with to reach retirement without having to worry about money.
Kunal Sharma, Founder
Kunal Sharma started Finx Finserv on a simple conviction: most investors do not need more products, they need a plan. He is an AMFI-registered mutual fund distributor holding ARN-363369, and he works on every client relationship himself, from the first conversation about goals through to the annual review.
His approach is unhurried on purpose. Before a single scheme is recommended, he maps out income, monthly commitments, timelines and the amount of risk a household can honestly carry. The portfolio follows the plan, never the other way round.
He works with salaried professionals, families and small business owners, and handles mutual funds, fixed income, PMS and insurance so clients are not left stitching four different relationships together.
- AMFI Registration NumberARN-363369
- RoleFounder, Finx Finserv
- Based inMumbai, Maharashtra, India
- Serving investors since2020
- A plan you understand beats a product that sounds clever.
- Insurance and an emergency fund come before the first SIP.
- The right benchmark for your portfolio is your goal, not the index.
- If a recommendation cannot be explained in plain language, it is not ready.
Interested in knowing more?
Write to finxfinserv@gmail.com or call and ask anything, including how we get paid. There is no charge for the first conversation and no obligation after it.