ABOUT US

WHO WE ARE

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 PHILOSOPHY

We don’t just talk about good financial habits, we live by them.
At APV, our philosophy is grounded in six principles that define how we work.

We Practise What We Preach

We follow the same investment principles that we recommend. We are skin in the game- our money is where our mouth is. We invest the same way we guide you.

A Structured, Process-Driven Approach

We believe in a clear, consistent process. No shortcuts, no guesswork. Just disciplined, long-term approach to build real wealth one step at a time

Confidentiality

Your financial life is personal — and we treat it that way. Everything you share with us stays completely confidential, always.

No Unnecessary Portfolio Churning

We don’t believe in unnecessary switching or overactivity. Every move we make is purposeful, aligned with your goals, and in your best interest.

No Timing The Market

Guessing the highs and lows is not our style. We stay invested in proven, time-tested strategies instead of chasing short-term market noise.

No Chasing Fads

Flashy trends come and go. We believe in sticking to age-old fundamentals of long-term investing, not running behind the hype, headlines, or hot tips.

BENEFITS OF CHOOSING US!

Unbiased Decisions

We are not obliged to do business with a sole AMC, this means our advice is impartial always! Our focus is solely helping you achieve your unique financial goals.

No fees

Our services come at no extra cost. We are paid through commissions built into regular plans – no separate fees.

Behavioral Counselling

We don’t just suggest numbers – we guide through decisions. Our counselling helps in building financial confidence, navigate challenges with clarity.

Review Sessions

We stay connected with you through regular reviews ensuring your investment stay on track.

All in One Financial Hub

Tired of juggling different platforms? Our system helps you track all your investments under one roof effortlessly. From mutual funds to wills – taxation and insurance. We are your one stop solution for all things finance.

#Segmentation is based on AUM = Value of MF holding implemented through APV-recommended Funds.
#Review sessions are available only for clients investing through us.

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. He leads the investment team and directs the investment process when determining the investment ideas for inclusion in your portfolio.

He 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.

Pandurang Mandrekar

Manager Research

Pandurang specializes in Mutual Funds and Equity Research, assisting the investment team in client portfolio design, construction, rebalancing, and performance review.

With a strong focus on data-driven analysis, he identifies underperforming and high-potential funds, monitors market trends, and supports product innovation for informed decision-making. He also contributes to developing internal systems, process optimization, and delivers monthly market insights to enhance client engagement and outcomes.

He has completed an MBA in Finance from Goa Business School.

Paraj Shrikrishna Swar

Manager, Client Acquisition

Paraj has over two years of experience in the financial services industry. In his current role, he works closely with Certified Financial Planners, Asset Management Companies, Custodians, and Clients, helping to build and strengthen long-term financial relationships.

He is currently pursuing the Certified Financial Planner (CFP) certification to further enhance his expertise and establish a strong foundation in the finance industry.

Paraj holds a Master of Commerce (M.Com.) degree from the University of Mumbai.

Pooja Kanekar

Head of Operations

Pooja is the Head of operations & Compliance at APV Financial.

Pooja has more than 4 years of experience in financial services. She manages operations and compliance across the firm.

She holds a Master’s Degree from Goa University and has completed NISM Certification.

Anushka Kamat

Brand Strategy Manager

Anushka supports the brand’s communication and marketing efforts within the financial services space.

She holds a Bachelor of Commerce degree and has cleared the NISM Mutual Fund Distributor Examination.

She is currently pursuing the Certified Financial Planner (CFP) certification, aiming to build a strong foundation in the finance industry.