Your partner in wealth creation since 2000

Ashvvy is an award-winning mutual fund distribution company aimed at helping people make their financial journey smooth and prospering. We offer complete solutions for wealth management and creation with expert advisory and state-of-the-art technology.

Your partner in wealth creation since 2000

Ashvvy is an award-winning mutual fund distribution company aimed at helping people make their financial journey smooth and prospering. We offer complete solutions for wealth management and creation with expert advisory and state-of-the-art technology.

Here’s our story in a glimpse

Here’s our story in a glimpse

Post Office Agency

Year 2000

Mutual Fund Distributor with Independent ARN

Year 2007

Started Working with HNI Clients

Year 2012

Formed a Pvt. Ltd

Year 2019

Organizing IAP*s, spreading financial literacy

Year 2022

Story Goes On

Year 2000

Post Office Agency

Year 2007

Mutual Fund Distributor with Independent ARN

Year 2012

Started Working with HNI Clients

Year 2019

Formed a Pvt. Ltd

Year 2022

Organizing IAP*s, spreading financial literacy

Story Goes On

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Happy Investors

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Cr AUM

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Years of Experience

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Awards

In The Media

Always Ready Support Your Wealth Management

 We specialize in understanding your goals, planning personalized strategies, and offering continuous support for successful investments

Understand

We help you understand your relationship with money before putting it on the market.

Plan

We plan a financial portfolio that caters to your present needs and provides for your future goals

Support

We know you’re busy, so we make sure you don’t have to hold calls or wait in line for any query.

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Clients

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Cr AUM

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Years of Experience

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Awards

Our Awards & Recognitions

Meet Our Team of Experts

Deepak Jain

Managing Director

Banita Jain

Director

Rishika Jain

CFP, Financial Coach

Ashwin Jain

CFP, Head of Marketing

Firoz Khan

IFA, Manager

Romit Yadav

Equity Relationship Manager

Sana Ahmed

Relationship Manager

Smita Katiyar

Back Office Executive

Mr. Deepak Jain

Managing Director

Banita Jain

Director

Rishika Jain

CFP, Financial Coach

Ashwin Jain

CFP, Head of Marketing

Firoz Khan

IFA, Manager

Romit Yadav

Equity Relationship Manager

Kajal Soni

Relationship Manager

Mr Ranjit Katiyar

Relationship Manager

Sana Ahmed

Back Office Executive

Ajay Singh Chauhan

Admin

 

Want to be here ?

We’re always on the lookout for qualified finance professionals.

Get in touch to be a part of something great!

Want to be Part of Ashvvy ?

We’re always on the lookout for qualified finance professionals.

Get in touch to be a part of something great!

Our Partners

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