Values
We are dedicated to providing unbiased, client focused and personalized services.
Our Core values
Professionalism
Honest Advice
Confidentiality
Fairness
Why Choose Fund-Matters?
We know there are many financial advisors to choose from, but here’s how we are distinct:
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Almost 10+years of experience
- Experience in India, & USA investments
- Knowledge about NRI Taxation
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Advice & Service that builds confidence
- Fee-only holistic investment advice
- Simple, unbiased and pragmatic approach to financial planning
- Customized, long-term, and goals-based approach
- Our mission is to provide professional services which are in the best interest of our clients.
Our Approach
Our approach is client centric, as we focus on client needs and not on financial products. At Fund-Matters, we are of the firm opinion that financial advice should be given in an environment free from conflicts of interest. We do not sell any products or accept commissions from the sales of those products. This philosophy allows us to work independently, free of any selling or monthly target pressures and solely in your best interest.
We take pride in our independent work in providing unbiased financial services and advice to people from all walks of life.
Whether you need a second opinion on a particular financial decision or would like professional guidance in reaching all of your financial goals, we are here to help.
Gayatri Jagdale
Founder, USA & NRI Investment Consultant
I am the founder of Fund-Matters, USA & NRI Investment Consultant
I strongly believe that careful, thoughtful and consistent planning is the key to maximizing financial success and avoiding unnecessary mistakes. I can help to bring clarity and confidence in you by getting answers to:
- What you are doing?
- Why you are doing it?
- How it can help you in the future?
I always try to help my clients reach their financial goals through a personalized, knowledgeable advice. My core responsibilities are managing Financial Planning & Consulting, Education and Investments advice.
I am an MBA (Finance) and have 10+ years of experience in financial industry. I have worked for the financial services companies like L&T Mutual Fund, IL&FS Investmart Ltd. & Anand Rathi Securities.
I like to explore & travel, try new dishes and read in my past time.
