Meet the founder

An IIT Kharagpur engineer bringing structure, data and transparency to family investing.

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

Pritesh Kakani

Engineer by training. Distributor by choice.

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.

Today he helps resident and NRI families invest through mutual funds and other financial products, starting from their goals, their risk profile and their time horizon, with full transparency on costs and commissions. He is based in Ahilyanagar, Maharashtra, and works with clients across India and abroad.

Our Vision

To be a trusted mutual fund distributor that makes a lasting, positive difference to the financial lives of the families we serve.

Our Mission

To give every investor a simple, transparent and disciplined investing experience, from the first SIP to retirement.

Our principles

Goals and risk profile first, product second
Full disclosure of commissions, and of direct-plan alternatives
No return guarantees, tips or hype
Diversification across categories and fund houses
Regular reviews and responsive service

Book A Portfolio Consultation

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.

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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.

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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.

Let's start with a conversation.

Book A Portfolio Consultation

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 distribution. Past performance is not indicative of future returns, and returns are not guaranteed.