DIRECTOR, KHASNIS PRIME WEALTH PVT. LTD.
Rahul Milind Khasnis completed MMM (Marketing), PGDM (Finance) & joined the business in 2010 as an Investment Professional. He has worked with a well known MNC in the field of Financial Planning, Investment Advisory & broking. Currently, he is handling HNI portfolios and other allied businesses in the company.
Mr. Milind Khasnis, the founder of this company had a humble beginning in the year 2002 as an insurance professional. In the year 2010, he joined this business with his father with a vision & mission to take this business to the next height. In this view, they have converted this proprietor company into a private limited company to accomplish their vision.
They are a leading financial services provider, emphasizing delivering tailor-made solutions in asset management, comprehensive financial outlining, insurance solutions, and credit solutions. Their reliance on in-depth domain expertise and a crisp understanding of regulatory frameworks helps them identify value-driven opportunities and bespoke solutions to maximize your wealth.
They are currently managing 230+ crore of AUM- Assets Under Management. He is actively involved in many financial symposiums, Equity colloquiums at regular intervals. He has been awarded with the Prestigious “Power Houses of Nagpur Awards 2020” “FOR EXCELLENCE IN PORTFOLIO MANAGEMENT, MUTUAL FUNDS & FINANCIAL SERVICES” by 94.3 My FM & Dainik Bhaskar Group. It also makes him immensely happy to say that his efforts were recently acknowledged by the Indian Achievers’ Award 2021 as a Young Entrepreneur. Since he joined this business, they have reached great heights. They have adopted technology, recruited staff, trained our back office on new tech tools, launched their white-labeled app in Khasnis Prime Wealth, which is a DIY app and this adaptation has helped them survive & grow in this pandemic situation also. He would like to throw some light, in 2010 when he joined the business, they were managing a mere 23 cr and now they are at 230+ cr of assets under management. They have added 3000 plus clients in this journey of business growth to date.
His success story is simple; they have adopted and followed the path of guiding principles that are integrity, client centricity, trust & simplicity. They have focused on the retail segment & young millennial and adapted referral rules. They simplify the financial planning process for the clients by conducting thorough market research and analysis.
Mr. Milind Khasnis, the founder of this company, received Special Jury Award Winner At the 10th Financial Adviser Forum for 2018-19 By CNBC TV 18, UTI Mutual Fund, and Powered BY ICRA On behalf of the company.
At Khasnis Prime Wealth, they mindfully indulge themselves in the comprehensive financial planning process of our clients. The financial planning process involves several steps. When you choose to trust us with your financial goals and objectives, they0 make sure it is fulfilled sustainably. They analyze your financial potential at the moment and for the future to chalk out a plan that fits you uniquely. At Khasnis Prime Wealth, they strongly believe that every portfolio is unique as per an individual’s dreams and goals thus do not rely on past ready-made portfolios.
IFSC CODE : KKBK0000203
MICR No.: 110485046
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