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- AMFI Register Mutual Fund Distributor
- +91 9511842248
- sunny@incrementumwealth.in
About Us
A BIT ABOUT US
Who We Are
We are AMFI (Association of Mutual Fund of India) registered Mutual Fund Distributor
and IRDAI registered Insurance Broker. We at Incrementum Wealth Solutions , welcome you
to the wonderful world of Investments & Insurance. With right financial planning and
disciplined approach, we assure you of achieving all your financial goals and aspirations
with secure protection. We are currently managing more than 100 plus satisfied families.
Day by Day we are touching more and more families and changing life’s by giving them
Ethical services with complete transparency and Honesty
We use our complete knowledge of insurance and mutual fund investments in order to suggest
investment options to the clients, as per their long-term and short-term goals. Our core
purpose is to provide fast track financial services & thereby make people enjoy a secured
retirement life.
Investment Advice
Expert consulting
10
years experiences
Our Mission / Vision
Our Mission
Our mission is to deliver personalized and transparent financial services.
We strive to educate, empower, and support our clients in making informed decisions
that lead to lasting financial stability and growth. By maintaining a strong foundation
of trust and integrity, we aim to protect and grow the wealth of our clients across
generations.
Our Vision
To be the most trusted financial services partner, empowering individuals and families
to achieve financial freedom and security through long-term relationships, and
innovative solutions.
Our TEAM
Mr. Sunny Pandita (Founder)
As an experienced banker, finance Professional & computer Engineer, Sunny was associated
with organizations like ICICI BANK, The Royal Bank of scotland N.V& Kotak Mahindra bank
Ltd for over 18 years . With unique combination of finance and technology he helps
clients to manage their wealth with technology edge. While in ICCI BANK LTD , he managed
Private wealth of Ultra HNI families in DIFC DUBAI. He Spent consequent years in
managing Business banking, Wealth management across The Banks and regions winning
numerous awards and recognitions. Over the years, Sunny kept his passion for Personal
Finance alive by guiding family & friends with their financial & investment decisions
and also helped his fellow professionals whenever they needed his inputs. In Dec 2023,
to reach out to people beyond family and friends, he started his practice as a Personal
Finance Professional in the name of Incrementum Wealth Solutions to help his clients
with their finance and investment decisions. As a Qualified and experienced Finance
professional, he helps his clients to articulate, prioritize & quantify their
financial goals, manage their finances to enable them to save & invest for their
goals in appropriate financial products (as per risk appetite). He guides his clients
through educating them on various financial aspects and hand holds them in their
journey to achieve Financial Independence
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Lacs AUM
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Satisfied Clients
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Awards
About us
WHY CHOOSE US
We act as a Doctor to your Personal Finance, who will very closely study each aspect of
your Financial Life and come up with a Financial Plan and Recommendations which will take
care of each aspects in total.
We will educate you and give you logical reasoning behind every suggestion we make. We will make sure that you agree and understand everything, so that in future you can take similar decisions yourself.
Our goal is not limited to insurance planning or Investment Planning. In fact we are trying to make your overall Financial Life better and pave a smooth financial path for you, which you can start walking on.
We will educate you and give you logical reasoning behind every suggestion we make. We will make sure that you agree and understand everything, so that in future you can take similar decisions yourself.
Our goal is not limited to insurance planning or Investment Planning. In fact we are trying to make your overall Financial Life better and pave a smooth financial path for you, which you can start walking on.
