Who we are

Welcome to Anand Investment, your trusted Financial Product Distribution firm, where we have been diligently serving our clients since our inception in 2006. With a commitment to excellence, we have fostered relationships with over 1700 families, managing assets worth an impressive Rs. 225+ Crores.

At Anand Investment, we don't just provide financial services; we take pride in being your "Personal CFO for life." Our journey has always been rooted in a client-centric approach, where we prioritize your financial well-being, dreams, and aspirations.

With our extensive experience and expertise, we are dedicated to helping you navigate the intricate world of financial products, investments, and planning. Whether you're looking to grow your wealth, protect your assets, or plan for a secure future, we're here to provide the guidance and support you need.

As we continue to evolve and expand our offerings, we remain committed to our core values of trust, integrity, and your financial success.

GUIDING VALUES
  • Transparency
  • Objectivity in decision making
  • Proper education and information to customers
  • Customer-first
  • Life-long relationship with customers

Our Philosophy

RIGHT PEOPLE TO PARTNER
VALUE ADDED SERVICES
RICH PRODUCT BASKET
CLIENT CENTRIC APPROACH

Our Team

Meet the dedicated team members of Anand Investment, each bringing a wealth of expertise and experience to guide you on your financial journey:
Mr. Ratan H. Kunkulol
Mr. Ratan H. Kunkulol

Certified Financial Planner with Over 20 Years of Experience
Mr. Ratan Kunkulol, our seasoned Certified Financial Planner, is a true veteran in the world of finance. With over two decades of experience, he has honed his skills to perfection, helping numerous clients make sound financial decisions. His wealth of knowledge and commitment to your financial well-being make him an invaluable asset in your quest for financial success.

Mr. Rushikesh R. Kunkulol
Mr. Rushikesh R. Kunkulol

Chartered Accountant with Over 5 Years of Experience in Financial Planning
Mr. Rushikesh Kunkulol, a Chartered Accountant with a specialization in financial planning, brings a fresh perspective and up-to-date expertise to our team. His five years of experience in this field have given him a unique understanding of the evolving financial landscape. He's here to provide you with modern, well-informed solutions to meet your financial goals.

Mrs. Mahima R. Kunkulol
Mrs. Mahima R. Kunkulol

Expert in Taxation and Chartered Accountant
Mrs. Mahima Kunkulol is our resident expert in all things related to taxes. As a Chartered Accountant with a focus on tax matters, she ensures that your financial decisions are not only profitable but also tax-efficient. With her in-depth knowledge and sharp attention to detail, you can trust her to optimize your tax strategies.

Together, our team members offer a comprehensive suite of financial services, combining years of experience, professional certifications, and a genuine passion for helping you achieve financial success. We look forward to working with you and being your trusted advisors on your financial journey.

What we offer

Money Back

Purchase of any financial products without consulting a financial distributor is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

Plan
Plan
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
Execute
Execute
Implement your customized advice by buying all the recommended financial products on one single platform.
Manage
Manage
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.