Invest with Confidence, backed by Superior Research
Making Investors Wealthy Since 2004
Based in Pune, PivotalFlow Financial represents more than 1,200 clients on and between coasts. Our firm specializes in all Financial and Investment matters. We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns. We provide expert-curated long-term portfolios to maximize your wealth!
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We leverage advanced proprietary research and analysis algorithms and employ cutting-edge software to generate portfolios. Our use of state-of-the-art technology enables us to deliver robust and data-driven investment strategies, ensuring that our clients benefit from comprehensive and accurate insights.
DISTRIBUTION SERVICES
BUILDING GENERATIONAL WEALTH
Mutual Funds
& Stocks
Mutual Funds are investment instruments that invest in stocks, fixed income, bonds, T-Bills, etc, based on their type (Equity, Debt, Liquid, Hybrid). We at PivotalFlow, help you choose the right funds across categories based on your risk profile and help you achieve your goals! We are proud to say that we have a 100% success rate and have helped all our clients achieve their financial goals! This product is recommended for all those who want to be wealthy!
Portfolio Management Services (PMS) & AIF
PMS is a customized financial product that invests in financial instruments like equity, fixed income, etc. We have teamed up with many reputable and reliable PMS service providers who have the finesse and strategic skills to invest your money in the right securities and help you grow them. We recommend these services to HNIs who have a higher appetite for risk.
Insurance
& Fixed Deposits
Insurance is the equitable transfer of the risk of an economic loss, from one entity to another, in exchange for payment. Insurance planning is a topic of utmost importance for every individual in today’s day and age. We take utmost care is selecting the right insurance companies for you and helping you select the best plan so that you are always secured regardless of any dire circumstances.
We provide Term Insurance and Health Insurance. We also provide Fixed Deposits.
Exclusive In-House Investment Strategies
and Profound Expertise
We conduct extensive research across a portfolio of over 5000+ mutual funds, leveraging our meticulously refined in-house research methodologies developed over a span of two decades. Our distinctive investment process is designed to accurately profile client risk tolerance and curate an optimal blend of assets, striving for maximum alpha and minimal risk. We liken investing to chemistry, where the precise allocation of assets can fortify and stabilize the portfolio, even in times of market turmoil.
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Our use of data analytics and active monitoring of 500+ stocks, commodities, macro and microeconomics helps us gauge the ongoing investment cycles and provide clear and concise guidance.
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Our use of dedicated technology empowers clients to monitor their portfolios with ease.
Passion, Experience, Diligence - Delivered
3
20+
1200+
₹250 Crores+
Qualified Experts
Years Of Experience
Happy Clients Since Inception
Assets Under Management
ABOUT
Our Experts Are The Finest
Nikhil Khatiwala, CFP (Certified Financial Planner) started his investment and insurance firm in 2004 under the name Renuka Investments. Prior to this in the 90s, he worked in the field of photography and owned an advertising firm where he handled clientele like Tata Indicom, Airtel, Marico, Wipro, Hindustan Unilever, and IIEBM to name a few.
Amidst this, he was intrigued by the fact that penetration of investment knowledge among people had been extremely scarce. Since then, he started his first finance firm "Renuka Investments" in 2004 to educate clients about investments and make every investor financially independent. Nikhil has an experience of more than 20 years in the Investment domain.
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PivotalFlow Financial is a new generation Investment Company started by Abhedya Khatiwala and Nikhil Khatiwala with a focus on extensive market research and technology. We bring utmost sincerity to the table and make sure every client’s portfolio is designed according to their needs.
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Abhedya Khatiwala, NSE Certified CFGP (Certified Financial Goal Planner), NISM Certified Research Analyst - is a highly accomplished professional with a strong academic background. He holds a gold medal in Computer Science Engineering and has been a student of Masters at NYU. With expertise in predictive data analytics, machine learning, and data crunching, he utilizes advanced methodologies to optimize portfolio returns. By leveraging cutting-edge technologies and data-driven insights, he brings a comprehensive and innovative approach to portfolio management, ensuring enhanced performance and value for our clients.
TESTIMONIALS
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CONTACT
INVEST TO GROW YOUR WEALTH