A trusted name in wealth, for over 25 years
Founded in Indore in 1999, Quantum Finance has grown from a two-desk practice into one of the city's most trusted advisory houses.
it all began
Built on trust, grown through results
What began as a small mutual fund distribution desk is today a full-spectrum advisory house guiding over ₹350 crore in client assets. Through market cycles, policy changes, and three generations of clients, one thing has never changed — advice that puts your interest first.
- —AMFI-registered distributor (ARN-123456), IRDA-aligned insurance advisory
- —1,200+ families and 80+ businesses served across Madhya Pradesh
- —98% client retention — most new clients come to us by referral
What we stand for
Mission
To make honest, research-backed financial advice accessible to every family — from a student's first SIP to a retiree's pension.
Vision
To be central India's most trusted wealth partner, measured not in assets, but in decades-long relationships.
Integrity
We recommend what is right for you, not what pays the highest commission. Every product is chosen on merit.
Care
We walk with you from the first investment to claim settlement — through every market and every milestone.
Meet your advisory team
Certified, experienced, and genuinely invested in your success.
Amit Joshi
Founder & Chief Advisor
Sneha Agrawal
Head — Wealth Management
Rohit Mehta
Insurance & Claims
Kavya Soni
Tax & PlanningLet's build your financial future together
Twenty-five years of experience, at your service. Start with a simple conversation.