Our Founders

Anil Poddar

Anil Poddar has been in the financial services industry for over 3 decades. He possesses a great deal of expertise in managing investments, developed over the years through a single-minded passion for financial services. Recognized by the media in his own right, Anil’s comments, interviews and articles have frequently appeared in Publications like Business Today, Economic Times, Dalal Street Journal, Dateline Business etc. He has an uncanny feel of the financial and stock markets, and this is crucial in guiding strategic investment calls we make at PFS.

Mayank Poddar

With a degree in Economics and Finance from the Singapore Management University, Mayank is in charge of research at PFS. Possessing a keen interest in financial markets, he draws on his educational background, research findings and specific client requirements to devise ideal client portfolios. He is in charge of driving fund recommendations for PFS, as well as overseeing the Insurance arm.

 

Culture and Approach

At PFS, the primary focus is on providing unprecedented levels of service to the client. We appreciate the importance of planning well and creating wealth for our clients. Our recommendations are in-line with the philosophy of creating long-term wealth, rather than taking decisions that make the process of investing exciting. We firmly believe that wealth creation requires time and patience. We believe the most effective investments are boring, because you have to sit on them patiently to see unprecedented returns.

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN: 1428 | Date of initial Registration: 18/02/2003 | Current validity: 13/02/2025
Grievance Officer: Anil Kumar Poddar | Phone: 98300 94957 | Email ID: anil@investpath.com

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