Finguide Buddy - Mutual Fund Advisor in Pitampura, Delhi

Finguide Buddy - Mutual Fund Distributors

Member since Aug 16, 2025

9891645052

kathpalia.rajesh@gmail.com

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About Me

Mutual fund and SIP distributor in Pitampura, Delhi, offering financial solutions and AMFI-registered investment services for residents of Delhi NCR and NRIs worldwide. As one of the best mutual fund distributors in Delhi NCR, we have been serving investors since 2006 with goal-based financial planning, retirement planning, and tax-saving investment strategies. Our platform is designed for easy, paperless onboarding with secure online KYC, mobile app access, and real-time portfolio tracking, making us a trusted choice for NRIs and Indian residents looking for the best SIP investment platform in Delhi. We help investors build wealth through equity mutual funds, debt mutual funds, ELSS tax-saving funds under Section 80C, and systematic investment plans (SIPs) tailored to individual goals. Along with SIPs and mutual funds, we also provide fixed deposits, bonds, structured investment funds, portfolio management services (PMS), alternate investment funds (AIFs), and GIFT City investment products for global exposure. With over 1,000 satisfied clients in Delhi NCR and abroad, we are recognized as a leading mutual fund distributor in Pitampura, known for trust, transparency, and technology-driven financial services. Whether you are an NRI seeking safe investment in India or a Delhi NCR resident starting your first SIP, our zero service charge model ensures maximum value. Start your SIP today with the best mutual fund distributor in Pitampura, Delhi, and grow your wealth with professional, AMFI-certified guidance.

About Work Experience

Rajesh Kumar Kathpalia is the founder of Finguide Buddy and a seasoned Certified Financial Planner (CFP) with an MBA in Finance. With more than 20 years of experience in financial services, he is a trusted mutual fund distributor and wealth advisor in Pitampura, Delhi NCR, serving investors across India and NRIs worldwide. Before founding Finguide Buddy, Rajesh worked with leading financial institutions, including SMC Global as Regional Manager, where he managed client relationships and business development across Delhi NCR, and ICICI Direct as an ITP Expert, where he specialized in training clients and investors on equity markets, mutual funds, and investment strategies. These roles gave him strong expertise in wealth management, investor education, and financial product distribution, which now form the foundation of his client-centric advisory approach. He also holds multiple NISM certifications, including the NISM-Series-XIII: Common Derivatives Certification Examination (relevant for professionals working with Specialised Investment Funds – SIFs) and the NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination, which validates his expertise in PMS distribution, securities markets, and regulatory compliance. Through Finguide Buddy, Rajesh provides goal-based investment planning covering mutual funds, SIPs, ELSS, equity and debt schemes, fixed deposits, bonds, PMS, AIFs, and GIFT City investment products. With over 1,000 satisfied clients and a focus on paperless KYC, mobile app convenience, and real-time portfolio tracking, he has built a platform known for trust, transparency, and digital efficiency. Rajesh’s mission is to simplify investing and guide individuals, families, and NRIs towards financial independence and long-term wealth creation, combining his corporate experience, academic excellence, and two decades of practical insights.

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