200+ Awards · Trusted since 1994

Build, protect and grow your wealth with Sayee& the Parth Investment team.

For three decades we have helped families across India turn long-term goals into reality through disciplined investing, holistic planning and the right protection at every stage of life.

Mutual FundsPMSInsuranceInvestment Advisory

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Parth Investment wealth management portfolio dashboard showing portfolio growth

Avg. SIP Growth

12.4% CAGR

Families Protected

50,000+

Families Served

₹0 Cr

Assets Under Management

0 Yrs

Of Experience

Awards & Recognitions

The Parth Investment advisory office in India

30+

Years of trusted guidance

About Parth Investment

A trusted partner in your financial journey since 1994.

Parth Investment was incorporated in 1994 with a single mission: to help families achieve their financial goals through smart, disciplined planning. Over three decades we have grown into a holistic advisory firm spanning mutual funds, insurance consulting, Portfolio Management Services and complete financial planning.

Incorporated in 1994 with a goal-based philosophy
Holistic advisory across investments, insurance & PMS
A family-first, ethical and transparent approach

“We measure our success not in transactions, but in the lifelong financial confidence of the families we serve.”

Why Choose Us

A premium advisory experience, built on trust.

Everything we do is designed to protect what matters most and compound it patiently over time.

Client-Centric Approach

Every recommendation begins with your goals, your family, and your comfort with risk.

Rich Product Basket

Mutual funds, PMS, insurance, and fixed income under one trusted roof.

Value-Added Services

Portfolio reviews, goal tracking, and proactive rebalancing throughout your journey.

Experienced Advisory Team

Three decades of guiding families through every market cycle since 1994.

Long-Term Wealth Planning

Strategies built for compounding, not for chasing short-term market noise.

Retirement Security

Dedicated planning so your golden years stay comfortable and worry-free.

Transparent Guidance

Clear, honest advice with no hidden agenda. Your trust is our foundation.

Insurance & Risk Protection

Comprehensive cover so a single setback never derails your financial plan.

Our Services

Complete financial solutions under one roof.

From your first SIP to bespoke portfolio management and full-family protection, every offering is tailored to your goals.

Mutual Funds

Goal-based investing through disciplined SIPs and strategic lumpsum allocation.

SIP investments
Lumpsum investments
Goal-based planning
Tax-saving (ELSS) funds
Portfolio review

Portfolio Management Services

Bespoke, professionally managed portfolios for high-net-worth investors.

Long-term wealth management
Portfolio strategy
Risk-adjusted investing
High-net-worth investor support

Insurance

Protection across life, health, and assets so your plan stays resilient.

Life & Health insurance
Vehicle & Business insurance
Marine & Transit insurance
Shop, Fire & Burglary insurance

Additional Products

A complete financial toolkit to round out a diversified, resilient plan.

Fixed deposits & NPS
Equity & ETFs
Loan against mutual funds
Tax planning support

Not sure where to begin?

Talk to an advisor and get a personalised plan for your goals.

Speak to an Advisor

MF Calculator

Project the growth of your investments.

Estimate the future value of your SIP or lumpsum investment. Adjust the inputs to see how time and returns compound your wealth.

Monthly Investment₹10,000

Investment Duration15 yrs

Expected Return (p.a.)12%

Invested

₹18,00,000

Est. Gains

₹32,45,760

Future Value

₹50,45,760

These results are estimates based on assumed returns and are for illustration only. Mutual fund investments are subject to market risks. Actual returns may vary.

Partners & Associates

Backed by India's most trusted institutions.

We work with leading mutual fund houses, insurers and wealth platforms to bring you a complete product basket.

Star Health

HDFC ERGO

ICICI Lombard

Tata AIA

LIC

NJ Wealth

United India

Go Digit

Star Health

HDFC ERGO

ICICI Lombard

Tata AIA

LIC

NJ Wealth

United India

Go Digit

200+ honours since 1994 · six highlights below

Awards.

NJ2023

AMF2022

IND2021

NJ2020

Top Performing Partner

2023 · NJ Wealth

Recognised among the leading distribution partners nationwide.

Best SIP Advisor

2022 · AMFI Region West

Honoured for consistent SIP growth and investor education.

Scroll to walk through 6 highlighted awards

Our Leadership

The people behind your peace of mind.

A dedicated team combining deep experience with a genuine, family-first approach to every relationship.

Mr. Nitin Jadhav

Founder & Chief Advisor

Established Parth Investment in 1994 with a vision of ethical, goal-based wealth creation.

Mrs. Smita Jadhav

Director, Client Relations

Champions a warm, family-first experience for every household we serve.

Mr. Parth Jadhav

Head of Investments

Drives portfolio strategy and modern, research-led investment frameworks.

Mr. Pankaj Niphade

Insurance & Risk Advisory

Ensures every family is protected with the right cover at the right time.

Ms. Sayee Patil

Financial Planning Lead

Translates life goals into clear, actionable long-term financial roadmaps.

Testimonials

Trusted by families across generations.

The relationships we build often span decades. Here is what some of the families we serve have shared.

Parth Investment has guided our family for over a decade. Their honest, goal-based advice helped us plan our retirement and our children’s education with complete peace of mind.

Rajesh Kulkarni

Business Owner

Mar 2024

What I value most is the transparency. Every recommendation is explained clearly, and reviews happen on time. My SIPs have stayed on track through every market cycle.

Anita Deshmukh

Doctor

Jan 2024

After 30 years of working, I trusted Parth Investment with my retirement corpus. Their disciplined approach and insurance planning gave my family real financial security.

Suresh Patil

Retired Professional

Nov 2023

From mutual funds to business insurance, everything is handled under one roof. The team genuinely cares about long-term outcomes rather than quick sales.

Meera Joshi

Entrepreneur

Sep 2023

Insights & Blog