About Us

Our Story

APEX Financials is a financial services company with a mission to provide need-based financial solutions to customers. We are SEBI-certified distributors of Mutual Funds and Insurance recognized by the NSE (National Stock Exchange), AMFI (Association of Mutual Funds of India), and IRDAI (Insurance Regulatory & Development Authority of India).

We provide a diversified global business platform and believe in maintaining complete transparency with our customers. This avoids misunderstanding, mis-spelling, and misrepresentation while providing services and help them achieve total financial freedom.

Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement.
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Why Us

Our Vision is to provide the most ideal solutions in wealth building for our clients’ overall financial well-being. It is our mission to reach a maximum number of clients and make a positive, worthwhile impact in their lives and help them fulfil their responsibilities and financial needs in life.
Our Mission is to provide our clients with the best guidance in wealth building. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.
Our core purpose is to provide financial guidance & thereby help people enjoy a secure retirement life.
Client Centric Approach
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.

Team Member

Management:
Mr Anant Chaudhari

Mr Anant Chaudhari, founder Apex Financials, is a B.Sc(Tech) in Power Electronics Engineering (Mumbai University) by qualification.

He has 28+ years of industrial experience having worked in varied sectors including IT, Manufacturing, Banking, Telecommunication, Infrastructure.

During this tenure he came across multiple professionals in different phases of their carrier, who had poor financial planning done. To fulfil this Apex Financials was born 4 years back.

He is driven by passion to empower people to become financially independent.

He believes in money should work for you & not the vice versa.

 
Mrs. Meena Chaudhari

Mrs. Meena Chaudhari, cofounder Apex financials, is a post graduate in Computer Application has an extensive work experience in Information Technology.

She chose Financial Planning as her career’s Second inning with an intension to provide need-based protection solutions with complete transparency to her clients.

Mrs. Meena is an accomplished executive and an identified expert in Financial investments planning providing one-stop investment advice to her clients.

Her mission is to spread awareness about importance of Financial planning to families and business owners to protect them by giving proper investment platform.

 

APEX Financials is a financial services company with a mission to provide need-based financial solutions to customers. We are SEBI-certified distributors of Mutual Funds and Insurance recognized by the NSE (National Stock Exchange), AMFI (Association of Mutual Funds of India), and IRDAI (Insurance Regulatory & Development Authority of India).

Get in Touch

APEX Financials

A A-604, Avtar, Vasant Leela Complex, Waghbil Naka, G.B. Road, Thane West, Maharashtra 400615.

M+91 9819658929