A happy multi-generational family outdoors

Every Family Starts With A Dream.

For over three decades, Parth Investment has helped families across India protect, grow, and pass on their wealth with confidence and care.

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Families Served

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Assets Under Management

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Of Experience

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Awards & Recognitions

About Us

For Over Three Decades, Families Have Trusted Us With Their Future.

Parth Investment was incorporated in 1994 with a single mission: to help families achieve their financial goals through smart, disciplined planning. Over three decades we have grown into a holistic advisory firm spanning mutual funds, insurance consulting, Portfolio Management Services and complete financial planning.

A Parth Investment advisor working with a client
Our Vision

Built on Relationships, Sustained by Trust.

What began as a small advisory practice in Nashik has grown into a trusted name for thousands of families. Our approach has never changed: listen first, plan with integrity, and stand beside you through every market cycle.

We believe wealth is not just about numbers on a statement. It is about the dreams behind those numbers — a child's education, a comfortable retirement, a legacy for the next generation. Every recommendation we make is rooted in understanding what matters most to your family.

“We are not here to sell financial products. We are here to help families build legacies that last for generations.”

Teams

Meet our team

Behind every financial plan is a team that genuinely cares. Our advisors combine decades of experience with a warm, family-first approach to every relationship.

Mr. Nitin Jadhav

Mr. Nitin Jadhav

Founder & Chief Advisor

Mrs. Smita Jadhav

Mrs. Smita Jadhav

Director, Client Relations

Mr. Parth Jadhav

Mr. Parth Jadhav

Head of Investments

Mr. Pankaj Niphade

Mr. Pankaj Niphade

Insurance & Risk Advisory

Ms. Sayee Patil

Ms. Sayee Patil

Financial Planning Lead

The Parth Investment team togetherOur Team
What We Offer

Our Services

From your first SIP to bespoke portfolio management and full-family protection, every offering is tailored to your goals.

Mutual Funds

Goal-based investing through disciplined SIPs and strategic lumpsum allocation.

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Portfolio Management Services

Bespoke, professionally managed portfolios for high-net-worth investors.

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Insurance

Protection across life, health, and assets so your plan stays resilient.

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Affiliated Companies

Our Trusted Partners

We work with leading mutual fund houses, insurers and wealth platforms to bring you a complete product basket.

Star Health
HDFC ERGO
ICICI Lombard
Tata AIA
LIC
NJ Wealth
United India
Go Digit
Awards

Celebrating Milestones of Trust

Over three decades of consistent performance, ethical guidance, and recognition from industry partners who share our commitment to families.

Top Performing Partner

2023

Top Performing Partner

NJ Wealth

Why Us

Why Families Continue To Trust Us

Trust is earned over decades, not promised in a pitch. Our relationships often span generations — children of clients who started with us in the 1990s now sit across the table as investors themselves.

32+

Years of Trust

When Parth Investment was founded in 1994, the financial landscape in India was very different. Mutual funds were still gaining acceptance, and most families relied on traditional savings. We chose a different path — one built on education, transparency, and long-term thinking.

Today, we serve over 50,000 families with assets under management exceeding ₹230 crore. But the numbers only tell part of the story. What matters more is that families return to us year after year, not because they have to, but because they trust us to put their interests first.

Every recommendation begins with your goals, your family, and your comfort with risk. We do not chase short-term market noise. We build strategies for compounding, protection, and peace of mind — so your golden years and your children's futures stay secure.

30+

Years

50,000+ Families

230 Cr AUM

Testimonials

Stories Passed Down Through Families

In their own words — the families who have walked with us, and continue to do so.

Rajesh Kulkarni

Business Owner · Mar 2024

Parth Investment has guided our family for over a decade. Their honest, goal-based advice helped us plan our retirement and our children’s education with complete peace of mind.

Anita Deshmukh

Doctor · Jan 2024

What I value most is the transparency. Every recommendation is explained clearly, and reviews happen on time. My SIPs have stayed on track through every market cycle.

Suresh Patil

Retired Professional · Nov 2023

After 30 years of working, I trusted Parth Investment with my retirement corpus. Their disciplined approach and insurance planning gave my family real financial security.

Meera Joshi

Entrepreneur · Sep 2023

From mutual funds to business insurance, everything is handled under one roof. The team genuinely cares about long-term outcomes rather than quick sales.
MF Calculator

Project the growth of your investments

Estimate the future value of your SIP or lumpsum investment. Adjust the inputs to see how time and returns compound your wealth.

₹10,000
15 yrs
12%
Invested

₹18,00,000

Est. Gains

₹32,45,760

Future Value

₹50,45,760

These results are estimates based on assumed returns and are for illustration only. Mutual fund investments are subject to market risks. Actual returns may vary.

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Parth Investment

Parth Investment, Main Road, Nashik, Maharashtra, India

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Office Address

Parth Investment, Main Road, Nashik, Maharashtra, India

Contact Number

+91 98220 00000

Office Hours

Mon – Sat · 10:00 AM – 7:00 PM