Empowering Your Financial Future

AMFI-Registered Mutual Fund Distributor providing transparent, personalized financial advisory to help you achieve your wealth goals with 10+ years of proven expertise.

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200+

Happy Clients

10+

Years Experience

13%

Average Annual Returns

AMFI Registered

Certified mutual fund distributor adhering to all regulatory guidelines with ARN-100653.

10+ Years Experience

Proven expertise in wealth management across multiple market cycles and economic conditions.

Client-First Approach

Your financial goals are at the center of our advisory with personalized strategies.

Transparent Process

Clear communication about fees, commissions and rationale behind every recommendation.

About Gaurav Harpale

With over a decade of experience in financial advisory, Gaurav is a certified AAFM-registered Financial Planner and AMFI-registered Mutual Fund Distributor committed to helping clients achieve their financial goals through disciplined investing and strategic planning.

His approach combines deep market knowledge with personalized strategies tailored to each client's risk appetite, investment horizon, and financial objectives. Having navigated multiple market cycles, Gaurav brings invaluable insights to wealth creation.

Gaurav believes in transparency, ethical practices, and building long-term relationships based on trust. He holds certifications in financial planning and regularly updates his knowledge with market trends.

AMFI Registration No: ARN-100653
Gaurav Harpale - AMFI Registered MFD with 10+ years experience

Our Services

Comprehensive financial solutions tailored to your unique needs and investment goals.

Mutual Fund Investment Portfolio Management

Mutual Fund Distribution

Expert recommendations across equity, debt, hybrid and sectoral funds to build a diversified portfolio aligned with your risk profile and investment timeline.

SIP Systematic Investment Planning

SIP Planning

Systematic Investment Plans that help you invest regularly and benefit from rupee cost averaging, compounding, and disciplined wealth creation.

Retirement Planning and Pension Fund Management

Retirement Planning

Create a substantial corpus that ensures financial independence and maintains your desired lifestyle during your golden years.

ELSS Tax Saving Investment Options

Tax-saving Investments (ELSS)

Equity-Linked Savings Schemes that help you save tax under Section 80C while potentially generating inflation-beating returns.

Insurance and Risk Management Advisory

Insurance Advisory

Comprehensive risk management solutions including term life, health insurance, critical illness covers and family financial protection.

Financial Goal Planning and Wealth Management

Financial Goal Planning

Structured approach to achieve specific objectives like children's education, home purchase, world travel or early retirement.

SIP Calculator

Calculate your potential returns from Systematic Investment Plans

Why Choose Us

What sets us apart in delivering exceptional financial advisory services to our clients.

Certified Expertise

AMFI-registered professional with SEBI compliance ensuring regulatory adherence and professional standards in all recommendations.

Personalized Approach

Customized financial plans based on your unique goals, risk tolerance, investment horizon and life stage requirements.

Transparent Process

Clear communication about fees, commissions, fund expenses and detailed rationale behind every investment recommendation.

Regular Reviews

Periodic portfolio assessments, rebalancing strategies and performance tracking to keep you on track to meet your objectives.

Frequently Asked Questions

Common queries about mutual fund investments and our services.

You can start investing with as low as ₹500 per month through SIP (Systematic Investment Plan). For lump sum investments, most funds have a minimum of ₹5,000. We recommend starting with a comfortable amount that fits your budget.

There are no additional charges to you. Our advisory services and portfolio reviews are complimentary for all our clients.

You need PAN card, Aadhaar card, bank account proof (cancelled cheque), and passport size photograph. For online KYC, these can be submitted digitally. The entire process is paperless and convenient.

We recommend quarterly reviews for active monitoring and annual comprehensive reviews for strategy assessment. However, we continuously monitor your investments and will reach out if any changes are needed.

Yes, SIPs offer complete flexibility. You can pause, stop, increase, or decrease your SIP amount anytime without any penalties. You can also redeem your investments partially or fully as per your needs.

ELSS funds offer tax deduction up to ₹1.5 lakhs under Section 80C. They have the shortest lock-in period (3 years) among tax-saving investments and potential for higher returns being equity-oriented.

Client Testimonials

What our clients say about our services and financial advisory expertise.

Gaurav's disciplined approach to SIP investments helped me build a substantial corpus for my retirement & daughter's education. His regular reviews and transparent communication are truly commendable. Highly recommend his services!

Agnesh Mishra

IT Consultant, Bangalore

As someone completely new to mutual funds, I appreciated Gaurav's patience in explaining concepts and recommending funds that matched my conservative risk profile. My portfolio has grown steadily over 5 years with his guidance.

Swathi Dasu

Software Engineer, Hyderabad

The retirement planning advice I received was comprehensive and practical. Gaurav helped me transition from high-risk to more balanced investments as I approached retirement. Now I have a steady income stream!

Mandar Tarkunde

IT Architect, Pune

Get In Touch

Ready to take the next step in your financial journey? Contact us for a free consultation.

Let's Connect

+91-8308842988
contact@infinityfinserve.com
93 Avenue Mall, NJ Wealth, Office No 257 to 262, 2nd Floor, Wanowrie, Pune 411013
Mon-Sat: 9:00 AM - 6:00 PM
Chat on WhatsApp

Important Disclosure: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please consult your financial advisor before making investment decisions.

Regulatory Information: Infinity FinServ is an AMFI-registered Mutual Fund Distributor (ARN-100653). Registration granted by SEBI, AMFI or any other regulatory body does not guarantee performance of the intermediary or provide any assurance of returns to investors. All disputes shall be subject to Mumbai jurisdiction only.

Data Privacy: We respect your privacy and follow strict data protection guidelines. Your personal information is used solely for providing financial advisory services and will never be shared with unauthorized third parties.