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Welcome To Infinity Financial

Infinity Financial is a Financial Services Intermediary and Mutual Fund Distributor, with over one decade of rich and varied experience and through knowledge of the markets, we offer wide range of investment, comprising of entire universe of investment basket, ranging from Mutual Fund, Bonds, NCDs, Corporate Deposits, Portfolio Management Services (PMS) and Alternative Investment Finds (AIF). We also offer Life Insurance and Health Insurance services to make a one stop solution for clients and last but not the least, we also conduct various Financial Literacy Seminars and Investor Awareness Programs

Our Team

Kashyap Patel

Kashyap Patel is a Certified Financial PlannerCM, Masters of Business Administration (MBA) and a science graduate. Worked with top Asset Management Company in likes of Axis AMC, DSP Investment Managers, ICICI AMC & ABSL AMC with overall experience of more than 15 years in the field of sales and distribution with various Asset Management Companies. He has also worked with tech firm for a year in to marketing.

Before founding the company in November 2018, he served as Area Manager in Axis Mutual Funds handling Surat and South Gujarat region with two branches in Surat and Vapi. He also conducted many Investor Education Programs and educated more the 10,000 investors in his career with 200+ Investor awareness programs.

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Paresh Topiwala

Paresh Topiwala is Certified Financial Goal Planner (CFGP) and has been in financial sector since last 20 years in the field of distribution of financial services. He started his career with Integrated Enterprise India Ltd for two years and in his last assignment he served as Gujarat & ROMG Head for Karvy Stock Broking Limited for 15 years. Under his leadership Karvy Gujarat & ROMG was consistent top performing region for more than 10 years. He carries expertise in advising clients to build a strong and safe investment portfolio to create long term wealth through Mutual Funds and Insurance. He has achieved one of the most prestigious recognition of MDRT / COT in Insurance Industry with 4 times MDRT 1 time COT with Tata AIA Life Insurance Co Ltd

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Shreyas Desai

Shreyas Desai is B.Com, LLB & MBA, He is Mutual Fund industry expert and an educator with overall experience of 18 years in Mutual Fund industry and 3 years in Banking and Financial sector, his expertise is Investor Education Program and B2B channel management. More than 20 years of experience in Mutual Fund & Banking Industry. Expertise in Investor Education, B2B channel management, B2C investor management. Before joining Infinity Financial Shreyas has worked at DSP Investment Managers, Lotus Mutual Fund, ABSL AMC , IIFL Distribution & HDFC MF. He has helped many Mutual Fund Advisors to build strong AUM and also build strong relationship with them by training and developing them to grow their Mutual Fund Business, At Infinity Financial Shreyas holds a key role in developing its Leadership role to develop B2B channel business in Tata AIA life Insurance Company Limited & developing retail MF business via B2C.

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Satisfied Clients

Over 1100+ trusted Clients Trusted by diverse range of individuals, HNI, families, and organizations

Fund Value

70 cr+ AUM across various asset classes, including Mutual Funds, Fixed Income and PMS

Experience

18+ years of consistent track record of success through different market cycle

Investment Philosophy

Disciplined, reserch driven investment approach helps you to generate alpha over the benchmark

Our Services & Products

Wealth Creation

One cannot create wealth by just earning more money. You have to invest your savings to create a parallel stream of income.

Goal Based Planning

Goal-based planning is a financial planning approach that focuses on identifying and achieving specific financial goals.

Fixed Income Planning

Fixed income planning refers to a financial strategy that focuses on generating a stable and predictable stream of income

Mutual Funds

Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds..

Life Insurance

Life insurance is a contract between an individual (policyholder) and an insurance company, where the insurer promises..

Health Insurance

Health insurance is a type of insurance coverage that helps individuals or families manage and cover the costs..

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