About us
What We Do
Building Wealth Is A Continuous Process
Invest Regularly and Track Your Progress At Your Convenience
Simple Money Habits Makes A Real Difference In People’s Lives
The first principal of making money is learning how not to lose it
When we invest in a scheme we usually ask about the returns and we rarely ask about the risk involved or how likely it is going to generate negative returns. Our unique approach takes care of your capital protection as well as making a higher return potential.
Investment product or scheme is important but most important is to identify a good distributor
Investment products or schemes come and go but when you have a trustworthy and experienced distributorthen you don’t have to look into a web of schemes that is suitable for you. It is adistributor’s responsibility to recommend a suitable product at the right time.
Monitor your portfolio with a disciplined approach
Once you build a portfolio, the next challenge comes to monitoring and rebalancing your investments as you progress in your life from being single to married and then parenthood and finally retired and also as your wealth changes when you progress in your career.
About Us
Asmi Wealth is a Mutual Fund registered distributor with Association of Mutual Fund in India [AMFI]on the names of Mr Devavrat Parvate and MrsAnuya Parvate.We have been Helping the investors to make better financial decisions and over time we have grown the reputation for doing the same. We started the journey since March 2006on individual name and now been re-named Asmi Wealth.
Asmi Wealth offers a wide array of products and services, including integrated financial solutions, Tax Consulting services, Insurance & Mutual Fund. Asmi Wealth serves over 400 investors including high net worth families and individual investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.
Our services are individually designed to meet investor’s needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counselindividual investors, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their financialgoals.
Our Vision
To build Asmi Wealth as a trusted brand in the Financial Services.
Our Mission
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:
- Highest standards of quality at no additional cost.
- Meeting the general and sophisticated financial goals of our investors.
- Developing, encouraging and rewarding superior performance of our employees.
- Our Motto is to invest your money in mutual funds carefully and safely like own investment.
MEET the TEAM
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DEVAVRAT PARVATE – CEO & Co-founder
Devavrat a AMFI Certified Mutual Fund Distributor has more than 16 years of experience in the Mutual Fund distribution helping the investors to achieve their ambitions about wealth. He has done his Bachelor’s degree in Commerce from Mumbai University. He has also worked in banking sector and corporate sector in various capacities. He is dedicated about creating the financial awareness amongst the investors. He has conducted many investors’ education programs in last 16 years. His specialization is in retirement planning and child education planning. Having managed investments for many investors, he has immense experience in understanding the needs of a regular investor.
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ANUYA PARVATE – Co-founder
Anuya, a Bharatnatyam Visharad from Akhil Bhartiya GandharvaMahavidyalay is a commerce graduate from Mumbai University. She is also a AMFI Certified Mutual Fund Distributor. A passionate traveler she also owns a Preferred Sales Partner office in Goregaon – Mumbai for leading tour & travels Company VEENA WORLD.
