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About Us
APV Financial is a "boutique" investment services firm. We set up in the year 2010 to provide unbiased and exemplary services to percipient clientele. Our Hexagon Logo symbolizes the synergy of six key pillars: integrity, innovation, trust, diligence, excellence, client-centricity.
In essence, APV Financial is more than a financial services provider; we are advocates for your long-term vision. With a team of seasoned professionals driven by a passion for excellence, we are poised to redefine the landscape of financial advisory services. Join us on this transformative journey towards financial empowerment, where you can follow your passions and leave your investment worries to us.
Your success is our sole priority.
Our Team
Anup Prabhu Verlekar
Investment Team
Anup Prabhu Verlekar is the Founder and Managing Partner of APV Financial
With extensive experience spanning over 15 years in the fields of Financial Planning and Investment portfolio construction. Anup leads the investment team and directs the investment process when determining the investment ideas for inclusion in your portfolio.
Anup is a CERTIFIED FINANCIAL PLANNER, from FPSB India, Executive General Management from IIT Bombay, a Bachelor of Science (Physics) and Bachelor of Laws from Goa University.
Pooja Barmanawar
Head of Operations
Pooja is the Head of operations & Compliance at APV Financial.
Pooja has more than 2 yrs of experience within financial Services. She obtained a Masters degree from Goa University and has also completed NISM Certification.
Paraj Shrikrishna Swar
Operations & Sales Team
He has more than one year of experience. His responsibilities include processing financial transactions, settlements, reconciliations & daily reporting. He works closely with Certified Financial Planners, Asset Management Companies, Custodians & Clients. He obtained a Master of Commerce degree from University of Mumbai.
Kirti Kaskar
Research Associate
Kirti is responsible for providing clients with timely market updates and weekly newsletters. She holds a Bachelor's degree in Business Management and has successfully completed the NISM certification.