About us
Advice that sounds like a conversation, not a pitch
A family-first distribution practice built on discipline, transparency and long horizons.
Founder
Amol Gavankar
Gavankar Finserv is run by Amol Gavankar, an AMFI-registered mutual fund distributor and insurance POSP based in Lower Parel, Mumbai, who helps families plan and invest goal by goal.
- AMFI-Registered Mutual Fund Distributor · ARN-303170 · EUIN-E575866
- NISM Series XXI-A (Portfolio Management Services Distributors) certified – Reg. No. NISM-202400171607, valid till 22 October 2029
- NISM Series V-A (Mutual Fund Distributors) certified – Reg. No. NISM-202400171607, valid till 26 July 2027
- Insurance Point of Sales Person (POSP) – Life Insurance and Non-Life & Health Insurance, authorised through NJ Insurance Brokers Pvt. Ltd. (IRDAI Direct Broker, Licence No. DB 447/09)
- Speaks English, Marathi and Hindi · B.Com
Credentials
Certified, registered and qualified
Certifications held by Amol Gavankar, with registration details only.
NISM Series V-A
Mutual Fund Distributors Certification
- Reg. No. NISM-202400171607
- Valid till 26 July 2027
NISM Series XXI-A
Portfolio Management Services (PMS) Distributors Certification
- Reg. No. NISM-202400171607
- Valid till 22 October 2029
POSP — Life Insurance
Insurance Point of Sales Person
- Qualified June 2025
- Through NJ Insurance Brokers Pvt. Ltd.
POSP — Non-Life & Health Insurance
Insurance Point of Sales Person
- Qualified June 2025
- Through NJ Insurance Brokers Pvt. Ltd.
Mission
Goal-based investing. Discipline over speculation.
We do not predict markets. We build plans that survive them — matched to your timelines, your risk capacity and your family's real obligations.
Define
Put a number and a date on every goal before choosing a single product.
Allocate
Match each goal to the right asset mix — equity for time, debt for certainty.
Review
Revisit quarterly, rebalance when needed, and resist the urge to react.
Our approach
Five principles, applied without exception
Your Goals Come First
We begin with a conversation about what money is meant to do for you — a home, your child's education, a dignified retirement, a sabbatical. Only after those goals have numbers and dates attached do we discuss funds, allocation or SIP amounts. Product selection is the last step of the process, never the first.
We Invest the Way We Advise
We do not recommend anything we would not hold ourselves. The same asset allocation logic, the same review discipline and the same patience through market cycles apply to our personal portfolios. It keeps our advice honest and grounded in real experience.
Clarity Over Complexity
You will always know what you own, why you own it, what it costs and how it is performing against your goal. If an idea cannot be explained on a single sheet of paper, it probably does not belong in a family portfolio.
Your Details Stay Yours
Personal and financial information shared with us is used solely to build and service your plan. We do not sell, rent or share client data with third parties for marketing, and records are stored on secured, access-controlled systems.
Wealth With a Purpose
Wealth is a tool for a calmer life. That is why every plan pairs growth investments with adequate insurance, an emergency buffer and a liquidity strategy — so a single unplanned event never derails a decade of disciplined saving.