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:

 

 

 

 

  • Almost 10+years of experience

  • Experience in India, & USA investments
  • Knowledge about NRI Taxation
  • 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.  

Disclaimer:
“Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors”

 

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. As Independent, Fee-Only Financial Planner, 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 Fee-Only financial planning 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 & SEBI RIA

I am the founder of Fund-Matters and a SEBI Registered Investment Adviser, Registration No. INA000016931.

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.

contact@fund-matters.com

 

Disclaimer: “Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors”

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