Goals First
Children's education, retirement, a home, emergencies — each goal gets its own bucket and strategy.
Goal-Based Investing
Disciplined Investing.
Long-Term Wealth.
Structured, goal-based mutual fund portfolios for families, professionals and business owners, built around your goals, risk appetite and time horizon, and monitored on an ongoing basis.
- ✓ AMFI Registered
- ✓ Goal-based portfolios
- ✓ Ongoing monitoring
- ✓ 9+ years in stock & commodity markets
9+ yrsExperience in stock & commodity markets
IIT KGPB.Tech + M.Tech, IIT Kharagpur
ARN-373766AMFI-Registered Mutual Fund Distributor
QuarterlyPortfolio reviews with ongoing monitoring
Our Value Proposition
Building family wealth through goal-based investing
Every rupee gets a job: a goal, a time horizon and a suitable product. No hype, no tips — a structured plan and regular reviews.
Risk-Matched
Product selection based on your risk profile and time horizon, not on what's trending.
Analytical Rigour
IIT Kharagpur engineering discipline applied to fund research and portfolio review.
Full Transparency
Regular plans with commissions disclosed upfront. You always know how we're paid.
Borderless Wealth
Dedicated NRI Desk
Living abroad shouldn't mean losing touch with India's growth story. We help NRIs invest in Indian mutual funds through NRE and NRO accounts, with reviews scheduled around your time zone.
NRIs resident in the UAE, US, UK, Singapore, Europe, Australia and elsewhere can invest, subject to KYC/FATCA norms. Some AMCs restrict investments from US/Canada residents. We'll tell you which schemes accept them.
Talk To The NRI DeskHow NRI onboarding works
- KYC — online KYC with passport, overseas address proof and PAN
- Bank mapping — link your NRE / NRO account
- FATCA — declaration of tax residency
- Plan — goal-based allocation on a video call
- Invest — SIPs or lump sum, tracked online
Pritesh Kakani
Founder · AMFI-Registered Mutual Fund Distributor
- ARN373766
- EUINE717134
- EducationB.Tech + M.Tech, IIT Kharagpur
- CertificationNISM Series V-A
- Market experience9+ years, stocks & commodities
- BaseAhilyanagar, Maharashtra
About Us
Meet Pritesh Kakani
Pritesh Kakani is the founder of Kakani Financial Services and an AMFI-Registered Mutual Fund Distributor (ARN-373766, EUIN E717134). He holds a B.Tech and an M.Tech in Electronics from IIT Kharagpur (2014).
Before moving into financial services, he spent a decade as a software engineer, rising to Senior Software Engineer at companies including UnitedHealth Group, Nutanix, Qolsys, Vedantu and e-Zest Solutions. Alongside his engineering career, he has spent 9+ years actively following and participating in Indian stock and commodity markets. That background shapes how he works: structured, data-driven and process-first.
- An emergency bucket kept in liquid and debt funds
- Systematic, automated investing through SIPs
- Risk profiling before any scheme is suggested
- Diversification across equity, debt and hybrid categories
- Goal-linked investments with periodic reviews
Our Philosophy
Built on Intellect & Integrity
Most of an investor's long-term success comes from behaviour: staying disciplined, diversified and invested. Our job is to make that easier, and to add careful thinking where it matters.
Intellect
- Portfolio over products. How your overall portfolio is built (allocation, diversification and goal mapping) matters more than picking any single scheme.
- Active monitoring, not "buy and forget". Portfolios are reviewed and rebalanced as markets, schemes and your life change.
- Tracking as a discipline. We use a structured, data-driven review process, shaped by an engineering background and 9+ years in the markets.
- Risk management first. Protecting the downside comes before chasing returns: credit quality, concentration and liquidity are checked before anything else.
Integrity
- Client first. Every suggestion has to serve your interest and suit your goals and risk profile.
- No sales targets. We have no product-pushing incentives. If a product doesn't fit you, we won't suggest it.
- Skin in the game. We only suggest products we understand and would be comfortable recommending to our own family.
- Full disclosure. Commissions, costs, risks and direct-plan alternatives are always shared upfront.
Our Services
What distribution services do we provide?
Mutual Funds
ARN-373766 · EUIN E717134SIPs, lump sum, STP and SWP across equity, debt, hybrid and index funds from leading AMCs, all tied to your goals.
Read more →Specialised Investment Funds (SIF)
SEBI's new category between mutual funds and PMS, with more flexible strategies for investors putting in ₹10 lakh or more.
Read more →Portfolio Management Services
Access to professionally managed, concentrated portfolios for investors with ₹50 lakh or more.
Read more →Alternative Investment Funds
Category I–III AIFs for accredited and HNI investors with ₹1 crore or more.
Read more →Bonds & Fixed Deposits
Rated corporate FDs and bonds for predictable income and debt allocation.
Read more →Goal-Based Investing
Mapping mutual fund investments to your goals, with SWP facilities for regular withdrawals. Incidental to distribution; we do not provide financial planning or advisory services.
Product Overview
Minimum investment amounts as prescribed by SEBI. Products are offered subject to investor eligibility.
| Investment Solution | Regulatory Minimum | Ideal Investor Profile | Core Objective |
|---|---|---|---|
| Mutual Funds (SIP & Lump Sum) | ₹100 – ₹500 SIP / ₹1,000 – ₹5,000 lump sum (varies by scheme) | Every investor, from first salary to retirement | Long-term wealth creation, liquidity |
| SIF | ₹10 Lakhs | Experienced investors wanting more flexible strategies | Differentiated strategies within an MF framework |
| PMS | ₹50 Lakhs | HNIs comfortable with concentrated portfolios | Customised, high-conviction equity exposure |
| AIF | ₹1 Crore | HNIs and family offices with a long horizon | Diversification into private and alternative assets |
Our Process
How we structure your investments
- 01Personal Meeting
- 02Risk & Investment Profiling
- 03Goal Mapping
- 04Bucket Strategy
- 05Asset Allocation
- 06Mapping Goals To Assets
- 07Scheme Selection
- 08Executing Investments
- 09Periodic Review & Rebalancing
Financial Calculators
Plan your numbers in seconds
SIP CalculatorStep-Up SIP CalculatorLump Sum CalculatorLump Sum Target CalculatorGoal PlannerChildren Education PlannerRetirement CalculatorSWP Calculator
Calculators are for illustration only. Assumed rates of return are not guaranteed and do not reflect any scheme's past or future performance.
Risk Profiler
What kind of investor are you?
Answer six quick questions to find out your risk profile, then share the result with us to start a conversation about the right allocation.
Need Any Help?
Every wealth journey begins with a conversation
Book a no-obligation call. Meetings are in person in Ahilyanagar or on video from anywhere in India or abroad.
- WhatsApp / Call+91 86183 02179
- Emailpriteshkakani@outlook.com
- Office108, Bhagirathi, Renavikar Nagar, Savedi, Ahilyanagar – 414003
Ready to start your wealth creation journey?
Book An AppointmentFAQs
Frequently asked questions
How often will my portfolio be reviewed?
We monitor portfolios on an ongoing basis and hold a formal review every quarter, or sooner if your goals or circumstances change.
Who approves the transactions in my portfolio?
You do. We share suggestions with the reasons and costs, and no transaction is placed without your approval. You can track your holdings online at any time.
Can you help me diversify globally?
Yes, through international mutual funds and fund-of-funds, within regulatory limits. We can also explain how the RBI's Liberalised Remittance Scheme (LRS) works for overseas investing.
Can you remove market volatility from my portfolio?
No one can. Market ups and downs are part of investing. Diversification, suitable asset allocation and a long time horizon can help you stay on track through them.
Do you give tax advice?
No. For tax matters, please consult a qualified tax professional or chartered accountant.
Who is Kakani Financial Services?
Kakani Financial Services is the business name of Pritesh Kakani, an AMFI-Registered Mutual Fund Distributor (ARN-373766) based in Ahilyanagar, Maharashtra. We help resident and NRI investors invest in mutual funds and other financial products.
Are you a SEBI-Registered Investment Adviser?
No. We are a mutual fund distributor. Any guidance we give is incidental to the distribution of mutual fund products. We do not charge advisory fees.
How do you earn? Are there hidden charges?
We are paid trail commissions by Asset Management Companies on regular plans. This is already built into the scheme's expense ratio, and there are no extra charges for you. While suggesting any scheme, we disclose the commission we receive from it and from competing schemes. Your half-yearly CAS also shows the actual commission paid in rupees.
What services do you offer?
Mutual fund distribution (SIP, lump sum, STP, SWP), goal-based investing incidental to distribution, and distribution of SIF, PMS, AIF, bonds and fixed deposits, subject to eligibility and the regulatory minimums.
How do I get started?
Book a call. We'll understand your goals and risk profile, complete KYC online, and set up your investments. Most clients are onboarded within a few days.
Is the process 100% online?
Yes. KYC, account opening, transactions and portfolio tracking can all be done online. In-person meetings are available in Ahilyanagar.
Can NRIs invest through you?
Yes. NRIs can invest through NRE or NRO accounts after completing KYC and FATCA. Some AMCs restrict investments from US and Canada residents, so we'll guide you to the schemes that accept them.
What is the minimum amount to start?
Many mutual fund SIPs start from ₹100–₹500 per month. SIF requires ₹10 lakh, PMS ₹50 lakh and AIF ₹1 crore as regulatory minimums.
Can I track my portfolio online?
Yes. You'll get access to online portfolio statements and consolidated account statements (CAS) from CAMS / KFintech.
Regulatory Disclosures
Disclosures, grievances and policies
Registration
- Distributor: Pritesh Kakani, trading as Kakani Financial Services
- Status: AMFI-Registered Mutual Fund Distributor
- ARN: 373766 — verify on AMFI
- EUIN: E717134
- Certification: NISM Series V-A
- We are not a SEBI-Registered Investment Adviser, Research Analyst, Portfolio Manager or Stock Broker.
Commission & Direct Plans
- We deal in Regular Plans and receive trail commission from AMCs. This is built into the scheme's expense ratio, and we charge you no fees.
- Every scheme also has a Direct Plan with a lower expense ratio, which you can invest in directly with the AMC without a distributor.
- While suggesting a scheme, we disclose the commission from it and from competing schemes. Your CAS shows the actual commission paid in rupees.
- We do not rebate commission, or offer gifts or cashbacks to induce investment.
Nature of Service
- Any guidance we give is incidental to the distribution of mutual fund products and is not investment advice.
- Risk profiling and calculators are indicative tools. Assumed returns are not guaranteed.
- We never assure or guarantee returns, and past performance does not indicate future results.
- We follow the AMFI Code of Conduct for intermediaries.
Grievance Redressal
- Contact us by email at priteshkakani@outlook.com or WhatsApp +91 86183 02179. We aim to respond within 7 working days.
- AMC / RTA: if unresolved, write to the investor service desk of the AMC concerned, or to the registrar (CAMS / KFintech).
- SEBI SCORES: lodge a complaint at scores.sebi.gov.in.
- SMART ODR: for online dispute resolution, use smartodr.in.
Read SEBI's Investor Charter for Mutual Funds.
Privacy Policy
This website has no database and stores no personal data. The contact form and risk profiler only prepare a WhatsApp message that you choose to send. Information you share with us for KYC or transactions is used only to process your investments, is shared only with AMCs, RTAs, KRAs and regulators as required by law, and is never sold.
Terms of Use
Content on this website is for general information and investor education only. It is not an offer, solicitation or investment advice. Read the Scheme Information Document, Statement of Additional Information and Key Information Memorandum before investing. Calculator results are illustrations based on your inputs and assumed rates. We are not liable for decisions made solely on the basis of this website.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Pritesh Kakani (trading as Kakani Financial Services) is an AMFI-Registered Mutual Fund Distributor, ARN-373766, EUIN E717134. We are not a SEBI-Registered Investment Adviser. Any guidance provided is incidental to the distribution of mutual fund products. Past performance is not indicative of future returns. Returns are not guaranteed. Calculator outputs are illustrative and based on assumed rates of return. PMS, AIF, SIF, bonds and FDs are not mutual fund products. They carry their own risks, and their offer documents should be read carefully before investing.