Pantha Fides Wealth is an AMFI-Registered Mutual Fund Distributor (ARN: 349843). We help you invest in mutual funds and guide you on building a financial safety net like emergency funds and insurance before you invest. Our role is to facilitate investments into suitable mutual fund schemes based on your goals and risk profile. Brig Manish Pande (Retd) and Lt Col Shekhar Thapliyal( Retd) are our Directors.
Because we are transparent about it — and we’ve made choices that prove our values.
The Directors have served more than 55 years as combined service in the Indian Army, our senior director left a wealth management company within two months because he refused to push products just for targets. Pantha Fides Wealth was founded to be different: honest, clear, and focused on your real needs not sales numbers.
If we recommend a fund, it’s because it fits your goal. Not because it pays us more. At Pantha Fides Wealth, no employee will ever receive any incentive for pushing sales, but he will be rewarded based on a holistic appraisal of his customer support and relationship.
No. Mutual Fund investments are subject to market risks. Past performance is not indicative of future results.
Anyone promising guaranteed returns is not being truthful. Our job is to help you pick suitable funds and suitable insurance policiesbased on your risks, goals and time horizon — not promise outcomes.
Generally, no.
ULIPs and endowment plans mix insurance and investment — but they tend to:
We recommend term insurance for protection and mutual funds for wealth creation unless your situation is very specific (e.g., tax planning, legacy). We’ll discuss this together.
Yes. We have partnered with tax experts to assist our clients with Income Tax Return filing including understanding deductions, claiming benefits, and preparing documents. We also help you plan for tax-saving instruments like ELSS, NPS, and PPF — and advise on salary structuring where applicable.
You are free to switch or exit at any time, without penalty.
We will guide you through the process whether it’s switching between funds or redeeming units. We also help you understand the tax implications (capital gains, LTCG/STCG).
But we strongly advise against emotional decisions during market falls which is why we stay available to support you.
Yes. we help retired persons including Armed Forces personnel understand:
We also help with tax-efficient withdrawals and asset allocation to make sure their money lasts.
Yes, especially equity funds. Markets go up and down.
But risk is not a reason to avoid investing. Risk is something you manage through:
We help you understand the risks so you’re not caught off guard.
Because they don’t understand how markets work. They see red numbers and assume they’ve lost everything even though they haven’t sold yet.
That’s why we stay disciplined. A well-planned portfolio recovers over time. Panic selling locks in losses.
We remain available to answer your questions so you don’t act out of fear.
Yes and you should.
The power of compounding works best when you start early. Even small amounts grow significantly over time.
A ₹500 SIP started at 25 can become a large corpus by retirement often outperforming someone who starts later with larger amounts.
Start where you are. Start now.
Great. Let’s review them.
We’ll look at what you already hold — including schemes from other distributors — and check if they still align with your current life stage, goals, and risk profile.
Sometimes, we keep them. Sometimes, we realign. But your plan comes first.
We don’t “follow up” to sell and stay available for:
You control the relationship. You decide when to reach out.
Absolutely. We encourage it.
Before you invest, We’ll:
There is no pressure. No obligation. Just honest conversation.
No. While we deeply respect and serve the Armed Forces community, this service is open to everyone. Whether you’re a young professional, a business owner, a teacher, a doctor, or a family planning for the future, if you want honest, structured, and ongoing support with mutual fund investing and insurance planning, you’re welcome here.
Nothing changes.
Your investments remain in your name. Your account stays active. You can continue to access your holdings anytime via your folio number.
And we remain available — wherever you are to support you.
Yes. Your data is treated as strictly confidential. We follow AMFI and SEBI data protection guidelines. We do not share your details with anyone without your consent.
Trust is the foundation of our name and we don’t take it lightly.
It’s simple and stress-free:
There’s no commitment unless you feel confident.
Because you don’t have to do it alone.
With a direct plan, you manage everything yourself choosing funds, setting up SIPs, tracking performance, filing returns, and handling exits.
With us, you get:
Think of us as your financial co-pilot and not a salesman.
Yes. we often conduct informal sessions for families explaining:
These sessions are usually done in groups or via Google Meet or WhatsApp – no cost, no pressure.
Just education.
You are free to stop at any time – no penalty, no hassle.
Your investments remain in your name. Your account stays active. You’re always in control.
We only ask that you let us know so we can help you close things properly.
Pantha Fides Wealth is an AMFI-Registered Mutual Fund Distributor (ARN: 349843). We help you invest in mutual funds and guide you on building a financial safety net like emergency funds and insurance before you invest. Our role is to facilitate investments into suitable mutual fund schemes based on your goals and risk profile. Brig Manish Pande (Retd) and Lt Col Shekhar Thapliyal( Retd) are our Directors.
Because we are transparent about it — and we’ve made choices that prove our values.
The Directors have served more than 55 years as combined service in the Indian Army, our senior director left a wealth management company within two months because he refused to push products just for targets. Pantha Fides Wealth was founded to be different: honest, clear, and focused on your real needs not sales numbers.
If we recommend a fund, it’s because it fits your goal. Not because it pays us more. At Pantha Fides Wealth, no employee will ever receive any incentive for pushing sales, but he will be rewarded based on a holistic appraisal of his customer support and relationship.
No. Mutual Fund investments are subject to market risks. Past performance is not indicative of future results.
Anyone promising guaranteed returns is not being truthful. Our job is to help you pick suitable funds and suitable insurance policiesbased on your risks, goals and time horizon — not promise outcomes.
Generally, no.
ULIPs and endowment plans mix insurance and investment — but they tend to:
We recommend term insurance for protection and mutual funds for wealth creation unless your situation is very specific (e.g., tax planning, legacy). We’ll discuss this together.
Yes. We have partnered with tax experts to assist our clients with Income Tax Return filing including understanding deductions, claiming benefits, and preparing documents. We also help you plan for tax-saving instruments like ELSS, NPS, and PPF — and advise on salary structuring where applicable.
You are free to switch or exit at any time, without penalty.
We will guide you through the process whether it’s switching between funds or redeeming units. We also help you understand the tax implications (capital gains, LTCG/STCG).
But we strongly advise against emotional decisions during market falls which is why we stay available to support you.
Yes. we help retired persons including Armed Forces personnel understand:
We also help with tax-efficient withdrawals and asset allocation to make sure their money lasts.
Yes, especially equity funds. Markets go up and down.
But risk is not a reason to avoid investing. Risk is something you manage through:
We help you understand the risks so you’re not caught off guard.
Because they don’t understand how markets work. They see red numbers and assume they’ve lost everything even though they haven’t sold yet.
That’s why we stay disciplined. A well-planned portfolio recovers over time. Panic selling locks in losses.
We remain available to answer your questions so you don’t act out of fear.
Yes and you should.
The power of compounding works best when you start early. Even small amounts grow significantly over time.
A ₹500 SIP started at 25 can become a large corpus by retirement often outperforming someone who starts later with larger amounts.
Start where you are. Start now.
Great. Let’s review them.
We’ll look at what you already hold — including schemes from other distributors — and check if they still align with your current life stage, goals, and risk profile.
Sometimes, we keep them. Sometimes, we realign. But your plan comes first.
We don’t “follow up” to sell and stay available for:
You control the relationship. You decide when to reach out.
Absolutely. We encourage it.
Before you invest, We’ll:
There is no pressure. No obligation. Just honest conversation.
No. While we deeply respect and serve the Armed Forces community, this service is open to everyone. Whether you’re a young professional, a business owner, a teacher, a doctor, or a family planning for the future, if you want honest, structured, and ongoing support with mutual fund investing and insurance planning, you’re welcome here.
Nothing changes.
Your investments remain in your name. Your account stays active. You can continue to access your holdings anytime via your folio number.
And we remain available — wherever you are to support you.
Yes. Your data is treated as strictly confidential. We follow AMFI and SEBI data protection guidelines. We do not share your details with anyone without your consent.
Trust is the foundation of our name and we don’t take it lightly.
It’s simple and stress-free:
There’s no commitment unless you feel confident.
Because you don’t have to do it alone.
With a direct plan, you manage everything yourself choosing funds, setting up SIPs, tracking performance, filing returns, and handling exits.
With us, you get:
Think of us as your financial co-pilot and not a salesman.
Yes. we often conduct informal sessions for families explaining:
These sessions are usually done in groups or via Google Meet or WhatsApp – no cost, no pressure.
Just education.
You are free to stop at any time – no penalty, no hassle.
Your investments remain in your name. Your account stays active. You’re always in control.
We only ask that you let us know so we can help you close things properly.
