About Us

Know who we are

FundFox, incorporated in the year 2004 and at present having 1000+ satised clients all over India and abroad. Our client base ranges from individual salaried employees, business houses, Retired individuals,Professionals like Chartered Accountants, Doctors and IAS officers. Currently Asset Under Advise (AUA) is 100+ Cr.

We are certied Mutual Fund and Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority). We are also registered BSE/NSE brokers through NJ Wealth.We use our complete knowledge of insurance, tax laws and mutual fund investments in order to suggest suitable options to the clients, as per their long-term and short-term goals.

At FundFox, our vision is to provide you with the ideal solutions in wealth management for your overall financial well-being. Our mission is to reach a maximum number of clients, make a positive, worthwhile impact in their lives, and help them achieve their responsibilities and financial goals.

Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.

Our core purpose is to provide fast track nancial solutions & thereby make people enjoy a secured retirement life.

CORE VALUES 
  • Customised Financial planning is must to create sustainable wealth
  • Sampoorna Suraksha (Insurance of Life, Health and Income) for whole family
  • Timely Quality service to the clients
  • Benets of clients come rst
  • Long term wealth creation & relationship building
  • Unbiased and right investment advice
  • Ethical & Honest working approach
Image
Image
Image

Our Core Products

If you are looking for the right financial product,you are at the right place.Starting form mutaul funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.

Leaders

The Management Team

 Mr. Ashish Trivedi
Mr. Ashish Trivedi Chief Advisor
Mr. Ashish Trivedi is the Chief Advisor for FundFox. One of the oldest on the team, he has a rich and diverse experience of over a decade in the financial services industry. A Post Graduate of Finance from NMIMS, he is known for his deep understanding of wealth creation and management practices.
 Ms. Viral Trivedi
Ms. Viral Trivedi Advisor
Ms. Viral Trivedi is a young advisor with an experience of 5 years in the financial services industry. A Post Graduate in Finance from Narsee Monjee College of Commerce and Economics, she is known for inspiring and helping youngsters to plan for their finances right from the beginning.
Image

At, offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, know investment products and make proper progress toward achieving their financial goals in life.

Address

Office Premises no 601, 6th floor,
Balaji Business Centre,
Ram Milan Premises CSL,
Above Havmore Icecream,
Subhash Road, Vile Parle East,
Mumbai - 57

Contact Details:
Phone: +91 96195 55159
Phone: +91 86550 95159

Email: info@fundfox.in