Keval Personal Financial Services

AMFI-registered Mutual Fund Distributor- ARN 45006

About Nikhil Tandulwadikar

Nikhil Tandulwadikar is a practicing Certified Financial Planner (CFP) and a AMFI Registered Mutual Fund Distributor. Having more than 18 years (as of 2025) of experience in financial services industry. Work experience includes working as a Mutual Fund Distributor, startup’s and large wealth management firms. Roles including Investment Counselor, research, financial planner, Marketing accounting and bookkeeping and managing family office, AFP since 2008 and CFP certified since 2016. With Keval Investment, my plan is to make client’s investing journey simpler and more purposeful. I do this by helping my clients make a proper investing decision and using all available knowledge and cover for unknown risks through risk management. Note: we don’t offer insurance policies,. only advise and risk cover evaluation for our clients

Financial Planning is planning to success

In a world with so much going around us its easy to feel lost and distracted. Making a financial plan helps you stay focused.

Asset Allocation is key to investment success

The most important tool in investors hand that can take care of many investments related worries.

Risk Management (fingers crossed)

Financial risk can occur due to many reasons. Premature death, illness, disability are some of the most common type. Ignoring these risks can only cause harm.

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