About Us
Who Are We
We offer personalized services with regards to goal based investment planning, insurance planning & risk management.
Our Vision
To become one of the most trusted financial advisors in India.
Our Mission
Provide all financial services under one roof with accurate research & technology to clients & associate partners.
Our history
Athena fin Corp pvt. Ltd. was incorporated in 2012 with a purpose of helping people create, protect & grow their wealth. At Athena Fin Corp Pvt. Ltd. We offer personalized services with regards to goal based investment planning, insurance planning & risk management and borrowing needs (loans) of clients.
Financial planning is “the process of determining whether and how an individual can meet life goals through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas.”
AFCPL Advantage
- Building Business Partnerships
we believe in building long-term relationships. Lasting association is directly proportional to client satisfaction rate. We listen, we lead and we communicate with honesty and integrity. - Diversified Clientele
Having a diversified client base including Retail customers, corporate clients & institutional clients, we are currently catering to more than 500 clients from 9 locations across India with our head office based at Mumbai. Our broad and varied clientele spans several industries. Our rich experience, in diversified industries, helps us offer our clients practical solutions for their specific business needs.
Our Strengths
- Value for Money: No-compromise on quality service and we are cost effective!
- Drive to Deliver Being 9 years young: we are optimistic enthusiasts with a drive to give better service everyday.
- Realistic Assessment: We take a hard look at our capacity and resources prior to accepting an assignment. When we take on the job, we know we can deliver.
- Full Responsibility: Once we accept the assignment we shoulder the responsibility with complete dedication.
- Total Transparency: We believe in transparency. Our associates as well as our outsourced specialists deal directly with our clients.
Meet the team
Kaushik Trivedi
Founder & Director
A management graduate with more than 15 years of experience in financial services & having worked for IIFL (4 years) & Latin Manharlal Securities Pvt. Ltd. (6 years) at leadership roles, his entrepreneurial instinct led him to set up Athena Fin Corp Pvt. Ltd. He advises clients for personal finance, investment across all asset classes like direct equity, mutual funds, bonds & fixed deposits.
Atul Dhakan
Director – Mutual Funds
Having more than 17 years of experience in sales & marketing in various orgalizations for stock broking, mutual funds, insurance & financial solutions. With diverse knowledge of all financial products & experience of working across many cities of Gujarat, he has been a core team member of Athena fin corp Pvt. Ltd. & heading Mutual Funds.
Kaushik Meghani
Head of Finance & Strategy
He has been associated with Athena fin corp pvt. Ltd. as a core member for strategy & business development. His sound business analytics skills sets him apart. He looks after Head of Finance & Strategy for Athena fin corp pvt. Ltd.
Mehul Visavadiya
Head of Options Trading & Arbitrage Desk
Having experience of more than 25 years in stock markets from physical shares trading in ring to today’s tech driven markets. His core expertise being in arbitrage trading & options trading.
Sanjeev Sharda
Zonal Manager – Mumbai
Sanjeev has worked with Jagruti Securities & Sanchan Securities in leadership roles for more than 15 years & 10 years as an entrepreneur with IIFL & SMC global. His business creation & relationship management skills set him apart. He is heading the business development of INVESTMENT & INSURANCE segments for Mumbai
Puran Kumar Govrani
Zonal Manager – Surat
Puran is a founder member of Lakshya Financial services & has been a key pillar of growth for business development. His convincing skills sets him apart
Parth Patadiya
Business Development Manager
Management graduate with more than 3 years of experience in stock markets, with sound client profile understanding & sharp domain knowledge, he leads client relationships for their product needs & provides goal oriented solutions.
Tirth Raval
Business Development Manager
Having core experience in insurance sector, he caters to all insurance planning & risk management solutions for individuals as well as corporates for life insurance & commercial insurance.
Khodidas Sarvaiya
Product Head – Loans
He has worked in lending segment for more than 15 years starting from credit processing to loans approvals & collections. He has hands on experience in lending segment. He heads Loan segment for home & mortgage loans & commercial vehicle loans.
Bhavin Trivedi
Marketing Manager – Saurashtra & Kutch
Having versatile personality and flair for marketing, campaigning & branding also having go-getter attitude, he has been the core strength of marketing activities of the company for last 3 years.
Swati Dave
Head of Claims –
Insurance
Having sound domain knowledge of insurance with legal parameters, she has been managing the claims team with sound track record & customer satisfaction.
Smit Modi
Research Analyst
He has been working as a research analyst for last 3 years with impressive track record of technical analysis.
Jaypal Pathak
Business Development Manager
Having experience of loan products like home loan, mortgage loans, vehicle loans, has been working for business development of loans since 2022
Vikram Gohel
Branch Manager – Veraval
He has been associated since 2013 and has come a long way since then. He has been managing Veraval branch.
Nikhil Joshi
Territory Manager – Ahmedabad
Having work experience of more than 10 years in stock broking & 5 years in business development of Loan & insurance segment. He is handling business development across all segments like Investment, Insurance & loan for Ahmedabad territory.
Vijay Bhatt
Financial Planner – Porbandar
Having vast experience of client need analysis & solution guidance to clients across all age groups for more than 15 years, he is handling Financial Planning segment.
Why choose us?
We recognize that selecting the “right” wealth management firm is a very individual decision and one that has the potential to provide you and your family with financial well-being and security. There is no such thing as a firm that is a perfect fit for everyone and we certainly do not expect to meet every prospective client’s needs. Since choosing the “right” advisor will have a significant impact on you and your family for years to come, we welcome you to understand and embrace our approach.
At Athena, the client always comes first. We are in this business to serve others and make a positive impact on their lives. With a passion for helping people, we enjoy building lifelong relationships with our clients and guiding them along their financial path.
As an independent firm, we are not confined to proprietary products or sales quotas. Rather than focus on selling products, we are more concerned with building relationships and creating thorough and comprehensive financial strategies that address your short and long-term goals. We run our practice as a fiduciary. Avoiding conflicts of interest, we are unbiased in our recommendations and employ the solutions we believe best align with your unique situation.
We utilize advanced, comprehensive financial planning tools to better serve you. It helps in creating accurate & most updated solutions available.
Our business is all about looking after you, the client – each client has a designated Independent Financial Adviser and support allowing you to build a professional and personal relationship over the years.
Assets Under Managment
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Happy Clients
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Location Served
Team Strengh
Would you like to start a project with us?
Still have a doubt, lets get started with a free consultation. Let us know your requirements and we will send you the shortlisted services for queries.