P. Kothari Investments is a leading Mutual Fund Distribution and Life Insurance Advisory Firm. In this world of technological advancement where there are innumerable financial products, we at P. Kothari Investments believe in need based planning along with quality of work with sincere efforts, transparency in business, efficient and timely services to clients. Mr. Praful Kothari is AMFI Registered Mutual Funds Distributor (ARN No. 80510) and IRDA Registered Insurance Advisor.
Mr. Praful Kothari and Mrs. Priti Kothari, the founders of the firm started their journey of financial advisory in 1992. Mr. Praful Kothari, an engineer by profession has always believed in building strong client relationships. He has worked in the engineering field for 25 years and later entered into Life Insurance planning from 1992 onwards. With more than 2000 clients across India and around the world today we have expanded our offerings exponentially.
Mr. Gaurav Kothari, a Chartered Accountant and Company Secretary by profession is actively involved in the firm. He has worked with several Banking and Financial Services Company in the past. He is a young and dynamic person who has been involved in the business since childhood. Currently pursuing Certified Planning Certification (CFP), Mr. Gaurav Kothari believes in the extensive need of wealth creation for every household. He has been a constant mentor and motivator for the millennials. He has rich experience in dealing with NRI clients from the world over.
Ms. Swapna Kothari, a Chartered Accountant by profession is actively involved in the firm. She has worked with several corporate firms in the past. She is a young and dynamic person who has myriad experience in operations and planning.
Ms. Neetali Shah, a practicing Chartered Accountant has been associated with us since 10 years. She has worked with several MNCs and firms in the past in the field of direct tax, indirect tax and audit under various laws.
Ms. Sonal Shah, a practicing company Secretary has been associated with us for more than 15 years. She has been in practice since 15 years and specializes in company secretarial and legal matters. She has vast experience in handling Incorporation of Companies and LLPs, Corporate Filings, SEBI matters and RBI Filings.
Ms. Deepali Ajmera has over a decade of experience in helping clients with Mutual Funds and other Investments. She understands the requirements of clients and structures portfolio accordingly. Deepali is B.E. and MBA by qualification.
Health insurance or medical insurance is an agreement wherein an insurance company agrees to compensate the insured for the medical and surgical expenses incurred during the policy tenure.
Read more