MP Nagar, Bhopal
Who We Are
ABOUT US
Pioneer Finworld is a multi-asset distributor platform that serves to address the investment needs of each investor or family office with a curated suite of offerings based on investment goals, risk appetite, liquidity needs, and other operational aspects in the journey of investing and wealth creation.
Pioneer Finworld is the brainchild of a prudent investor – Shailendra Saxena, who brings lifetime experience in investing, coupled with professional expertise gained in the Indian financial markets through leading banks and financial institutions. Shailendra holds extensive experience in guiding clients toward wealth creation and secure investment strategies.
Our Philosophy
Pioneer Finworld
Experience & Philosophy
Leverages Balaji's experience of gains and pains investing through multiple business cycles and the countless hours of knowledge gained through traditional and digital mediums through his distributor platform. Balaji's investment philosophy is a blend of simplicity and discipline and strives to act as the partner to the investor in his entire investment journey.
Channel Partnerships
As a channel partner for leading investment products across the spectrum of asset classes – Debt, Equity, Real Estate, Commodities. Life/Health Insurance with assistance in tax and legal matters through third-party experts.
Fund Collaboration
Collaborates with leading fund houses across the traditional, alternate and private equity classes in India to provide the most suitable investment products that align with the needs and goals of the investor.
Customized Wealth Solutions
Find the right plan for every life goal
Need a trusted partner?
Personalized wealth managers & family office solutions