Assetzpro Services logoAssetzproAMFI-Registered Mutual Fund Distributor

Steady, plain-spoken, by the book

Assetzpro Services brings mutual funds, real estate, insurance and loans under one team. Each is handled by an individually registered professional, explained in plain language, with no quick wins promised.

Why Assetzpro started

Too many people get fragmented, sometimes conflicting advice from agents who cannot see the whole picture.

The idea was one team to call for investments, property, insurance and credit, where the people actually talk to each other.

The aim is to become a trusted financial services partner for families and small businesses in Maharashtra and Gujarat, handled by people who are properly licensed and accountable to you.

Three commitments

They shape every conversation with a client.

  1. One Team for All Your Finances

    Instead of visiting four different people for your investments, property, insurance and loans, all of it comes under one accountable, transparent relationship — so your advice actually fits together.

  2. Always By the Book

    Work stays strictly within SEBI, AMFI, RERA and IRDAI rules. Misleading titles are never used, and advice is never given where no licence permits it.

  3. Nothing Hidden from You

    Every commission earned, every disclosure, every risk — stated plainly, so you can decide with full information, not sales pressure.

Four services, one picture

Physical assets like property sit alongside liquid assets like mutual funds, with insurance and credit to protect and finance them. Looking at all four together gives a steadier base than depending on one thing going right.

  • Your money is treated with the same care as family money

    Only what would be comfortable to recommend to a family member is suggested.

  • Honest, even when it costs commission

    If a product is not right for you, it is said plainly, even if that means a smaller commission.

Meet the founders

Led directly by its founders, so every client works with people who are personally licensed and personally accountable.

AV

Anup Vatyani

Founder — Mutual Funds & Regulatory Affairs

Anup Vatyani has over 24 years of experience in the banking and financial services industry. An ex-banker with a decade of experience as a Mutual Fund Distributor, he brings deep domain expertise in financial products, regulatory frameworks, and investor education.

  • 24+ years in banking & financial services
  • Ex-banker
  • AMFI-Registered Mutual Fund Distributor — ARN 106715
  • A decade of dedicated Mutual Fund Distribution (MFD) experience
  • Focus area: GIFT City / IFSC fund structures, regulatory frameworks, investor education
  • Gujarat RERA Registered — AG/AHMEDABAD/AHMEDABAD CITY/A403336/200529
PV

Pavan Vatyani

Founder — Real Estate & Digital Strategy

Pavan Vatyani brings 22+ years of experience across Real Estate, Finance and Digital Transformation, having worked in leadership roles with organisations including 99acres, AllCheckDeals, Bajaj Finance and DigitalMutation.

  • 22+ years in Real Estate, Finance & Digital Transformation
  • Leadership roles at 99acres, AllCheckDeals, Bajaj Finance & DigitalMutation
  • MahaRERA Registered Real Estate Agent — A52100037796
  • Focus area: property transaction structuring, digital-first client experience

Insurance Desk

Menka Motwani, a licensed insurance agent (IRDAI), explains life, health, motor and business policies from the insurers she is appointed with.

Loans & Credit Desk

Pavan Vatyani works with partner banks and NBFCs on home loans, business finance and personal loans.

Registrations

  • Anup Vatyani: AMFI-registered Mutual Fund Distributor
  • Pavan Vatyani: MahaRERA registered real estate agent
  • Anup Vatyani: GujRERA registered real estate agent
  • Personal data handled under the DPDP Act 2023

Want to know more before you get in touch?

Credentials and ways of working are explained in a short call. No pressure, no obligation.

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