About FPnest Private Limited
FPnest Private Limited is a financial product distribution firm serving families across Gujarat with need-based support across mutual funds, PMS distribution, fixed income, insurance, capital market products, SIF, AIF, IFSC GIFT products, tax planning, estate planning, and goal based investment conversations.
Registrations and Trust
- AMFI ARN - 106719 for Mutual Fund and SIF distribution.
- APMI APRN00047 for PMS distribution.
- SEBI-regulated product routes such as PMS, AIF, SIF and capital market products are discussed through applicable regulated frameworks and provider norms.
- Office support across Mehsana, Ahmedabad, and Dholka.
Journey
FPnest started as a partnership firm in 2015 and was incorporated as a private limited company in 2018. The firm supports 500+ families with structured financial product distribution and ongoing service support.
Leadership
Pritesh Patel
MD and Co-Founder
Pritesh Patel brings over 20 years of experience in distribution of investment and insurance products, with a client-centric approach to financial product suitability and long-term planning.
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Tejas Jani
MD and Co-Founder
Tejas Jani has 22+ years of financial services experience and supports FPnest's structured distribution practices, client service quality, and growth.
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Chirag Patel
Director
Chirag Patel has 9+ years of experience across mutual funds, insurance, and alternate investment products, with a focus on client relationships and solution fitment.
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Dharmendra Patel
Manager Sales
Dharmendra Patel brings 14+ years of B2B and B2C investment product sales experience, market insight, and relationship-led service support.
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