Mutual Fund
A mutual fund is a professional fund manager's pool of money, collecting money from investors with common investment objectives, investing in equities, bonds, money market instruments, or securities.
PMS & AIF
PMS and AIF are investment vehicles that offer high returns, with PMS referring to Portfolio Management Services and AIF referring to Alternative Investment Funds.
FDs & Bonds
Fixed income securities, such as Corporate Bonds and Non-convertible Debentures, provide a monthly, quarterly, yearly, or yearly income, with potential capital appreciation, and may require a demat account.
National Pension Scheme
NPS, launched in 2004, is a retirement benefit scheme in India, promotes savings and tax benefits through a contributory pension system governed by the PFRDA.
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About us
Our mission, value and goal
is for your wellbeing
We are the professional organisation to provide financial services. Founders have industry experience of more than 30 years. We understand the needs of the investors.
We provide the necessary support to fully fill their needs with discipline, dedication and devotion. Our knowledge and experience of financial planning, investments, especially in Mutual Funds will help the investors to achieve their financial goals. We help clients to develop strong and healthy investment strategies suitable to their requirements.
Contact Us
Our features
Explore Coinfit's Knowledge and Experience
We can give the best support and services to complete all your family financial goals and responsibilities.
Belief: Our belief system is financial education, experience and experiment. We learn every day and also teach our clients basics of financial education and spread financial literacy and awareness.
Confidentiality: Our one of the important ethic is to maintain the top confidentiality about client’s investment and financial goals.
Data Secrecy
Our one of the important ethics is to maintain the top confidentiality about client’s investment and financial goals data.
Risk Management
We believe in client risk profiling before the start of the investment journey. Risk profiling is the important function about understanding the risk nature of the client i.e. Conservative, Moderate or Aggressive.
Review
We believe in regular and periodic review of client’s investment portfolio. It helps us and clients to assess the overall portfolio health and necessary amendments in the portfolio.
Support & Solution
We have a 24 x 7 service and support system for our client. We resolve the issues and give solutions within a minimum time frame of 48 hours.
We can give the best facilities for Investments.
Our team members have all the qualities as well as proper professional qualification and certifications as well as skilled experience and vast knowledge of the subject, which will help our clients to complete all their financial dreams in timeline.
Shri Rajesh U Lokhande
Founder – Director
Educational Qualification: M.Com
Professional Qualification: CFP Certification, NISM-V-A Certification, NISM-X-A and NISM-X-B Certification, NISM- PMS & AIF Certification
Work Experience: 34 Years Mutual Fund & Financial Services experience
Professional Qualification: CFP Certification, NISM-V-A Certification, NISM-X-A and NISM-X-B Certification, NISM- PMS & AIF Certification
Work Experience: 34 Years Mutual Fund & Financial Services experience
Shri Yogesh S Gadikar
Founder – Director
Educational Qualification: M.A. in Economics
Professional Qualification: CFP Certification, NISM-V-A Certification, NISM-X-A and NISM-X-B Certification, NISM – Retirement Adviser Certification
Work Experience: 30 Years Mutual Fund & Financial Services experience
Professional Qualification: CFP Certification, NISM-V-A Certification, NISM-X-A and NISM-X-B Certification, NISM – Retirement Adviser Certification
Work Experience: 30 Years Mutual Fund & Financial Services experience
Some of Our clients Says
It's a great venture . I shifted many of my assets to be invested in mutual funds and stocks which were underperforming, to other mfs and assets through coinfit.It looks that the results will be promising because of the knowledge, expertise and sincerity of Rajesh Lokhande.
Dr.Ashok Ganjre
Professional and timely service.
Mr.Rajesh Wani
Coinfit is the best i have used till date. They are working for people's benefits. I am happy with their services. Excellent platform to do our financial management Thanks for their support.
Dr.Chandrashekhar Gaikwad
Knowledge: Exemplary
Services: Prompt and Dependable
Support: Reliable
Services: Prompt and Dependable
Support: Reliable
Dr.Prasad Kango
Timely help and right advice, great support. Coinfit has helped me a lot in getting financial literacy and for long term planning of my goals. If you are looking for genuine advice related to your portfolio, Coinfit team is the best choice.
Dr. Saily Joshi
From the last 3 years my investments are with Coinfit. I am satisfied with the growth in my investment. Coinfit educates us in financial management.
Mrs.Anjali Thombare
Steps for processing
Investment Philosophy
Have a great opportunity to
manage your finance
DIY - Do It Yourself
Learn and Grow Your Domain Knowledge
We believe in learning is a continuous process and one should keep learning irrespective of age and gain knowledge in respect of finance and improve our skills as well as life style.
We have affiliation with Stock Edge and E Learning Markets. One can have DIY e-learning packages as well as membership of Stock Edge to upgrade self-knowledge about stock market and various other financial concepts.
We have affiliation with Stock Edge and E Learning Markets. One can have DIY e-learning packages as well as membership of Stock Edge to upgrade self-knowledge about stock market and various other financial concepts.
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Prepare Online Succession Plan
We do online will/succession plan for a client. We have good expertise from our side who understands law of succession plan and have good experience of it. We believe in our life journey the way what we earned and how we grown it the next level is important on the same line at the end of our life journey how we distribute our wealth which we created throughout our life journey is also important. Family members, relatives, friends and society will remember us and praise us after we depart from this world on the basis of how we distribute our wealth among our beloved. There is no any particular age to prepare a WILL. One can any time anywhere prepare a WILL and further register it in a government office to strengthen its validity.
Prepare Online Will
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Financial Literacy & Awareness
Our core focus is spread financial literacy and awareness among the society. We strongly believe in financial education. We conduct our regular informative seminars on financial education for various professions and investor categories like Doctors, Teachers, Advocates, Senior Citizens, College Students, High School Students, Hospitals, Railway Employees, Woman Organisations, Rotary Clubs, Lions Clubs, IT Corporates, Government Employees, Trusts, Co-op Societies etc.
Contact Details
Please contact us using the information below. For additional information on our services, please visit the appropriate page on our site.