Assetian Finserv Private Limited

Assetian Finserv Private envisions being a pioneer of simplified investing in Mutual Funds-based niche portfolios. .

We offer customized wealth management solutions to exclusively fit your unique needs. With decades of combined team experience, we envisage changing the Indian norm – from being a country of savers to that of investors.

At Assetian, the holistic circle of portfolio management begins with thorough and detailed ideating and formulating an investment strategy. This strategy goes through a rigorous and timely review of performance, and is completed with the satisfactory realization of your financial goals.

Assetian has got the team of professionals :

Kapil Jain, Founder & Director

With an illustrious background as an ex-banker from ABN AMRO Bank, Kapil has carved a niche for himself in the finance world. Boasting a prestigious CFP (Certified Financial Planner) accreditation from FPSB, both India and the USA, he is a seasoned professional with over 18 years of immersion in the stock markets.

Specializing in personal financial planning for High-Net-Worth Individuals (HNIs), Kapil demonstrates an impressive track record of managing assets exceeding 100 CR across a spectrum of leading Indian Mutual Fund companies.

His forte lies in meticulously crafting ultra-HNI Mutual Fund portfolios, ensuring they are managed in a tax-efficient manner. Above all, Kapil's mission has always been client-centric — aiding them in achieving their significant financial milestones and empowering them toward financial freedom. Owing to his unmatched expertise and client success stories, he has earned a reputation as one of the top Mutual Fund Distributors in the Delhi/NCR region.

Kamal Matta, Founder & Director

Kamal Matta, a Senior Finance Executive, and INSEAD alumnus, boasts over two decades of leadership in finance. A Chartered Accountant by profession, he has showcased international expertise by setting up offices and ODCs in Europe, handling M&As and navigating intricate financial processes globally. Instrumental in regulatory compliance and the NetSuite ERP implementation, Kamal has held esteemed board roles including Independent Director at Regency Fincorp Ltd, Wholetime Director at Edifecs, India and Chief Treasury Officer at Edifecs, Moldova.

His consulting ventures encompass part-time CFO roles and fundraising strategies for firms like Snap Business Solutions. Beyond his corporate achievements, Kamal has displayed a strong commitment to community service, notably distributing essential food during the Covid-19 crisis and aiding in educational initiatives with SabTera Foundation.

We offer following specific solutions to our clients:

Below are the service offered by us to help you in investing for your various stages of your life so that you can live your life freely.

We are a AMFI ( Association of Mutual Fund in India) registered MF Distributor vide ARN : 272567 . We provide investment advice to our clients, incidental to our primary activity.You can check the list of all mutual funds where we are acting as a distributor – fundlist.

We do not charge any advisory fees or transaction fees – directly or indirectly, because we earn commission from the funds which we distribute. You can check the commission disclosure sheet here at Commission Disclosure Although we take our best attempt to ensure the suitability of the product being sold to you, but the same may not always be in the best of your interest.

About Us

Assetian has got the team of professionals :

We offer following specific solutions to our clients: