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About Us

Xfundz acts with an extremely strong focus on client relationship. The team at Xfundz, under the ARN of Mr Sandip Kumar Sharma (ARN-159064) who has more than 20 years of proven track record in financial service industry spanning across Investment avenues, HNI & NRI Services, Insurance Advice, brings with it strong research and investment expertise keeping in mind the regulatory framework and the volatility in the investment climate.

Xfundz Investment Services is an integrated investment organisation offering a wide range of services including retail Mutual Funds, wealth management, tax planning and investment products. We see our role as 'Empowering people in taking informed decisions to manage their finances’ for its diversified set of clients that include Retail Investors, high net-worth individuals, NRI’s and Corporates.

We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which services you choose, we will be committed to provide you quality service over the long term.

We know the way

Our vision is to take financial planning to remote areas. We strive to provide an affordable financial solution to masses and help them achieve financial security and peace of mind

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