MOST TRUSTED FINANCIAL ADVISOR

We Help Our Clients Succeed

We Help People Create, Protect & Grow Their Wealth

How we can help you?

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.

Wealth Creation

Who does not want to create wealth? Everyone wants it but many struggles. Every one can create wealth, whatever your income level or risk be. Having the right investment approach is all that is required.

Wealth Protection

This is the first and most important Pillar of Wealth. Wealth protection incorporates a variety of insurance products and the wealth you’ve generated. Our planning helps to reduce the negative impact.

Wealth Management

The goal of wealth management is to sustain and grow long-term wealth. Wealth management combines both financial planning and specialized financial services. We can help with our experties.

Services

What clients say

One of the most genuine and unbiased solutions. They do not think about their own profit but profit of the customers. Started with one SIP and now all my finance is being handled by them. I strongly recommend them for all your financial plannings.
Pankaj Sura
Gautam Electronics

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.

Bhadresh Rupareliya

DIRECTOR
Having worked for more than 11 years in Equity, Commodities, & currency broking with marwadi Shares & Finance Ltd as Risk head and 5 years at Latin Manharlal Securities Pvt Ltd As Branch Manager. He looks after retails broking segment of Athena fin corp pvt. Ltd. He has joined the Board of Directors of the Company with effect from April 01, 2019.

Atul Dhakan

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 Ahmedabad zone.

Kaushik Meghani

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 veraval branch for Athena fin corp pvt. Ltd.

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.

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