About Us
Planning Futures
Since 2007, we have helped create portfolios to meet long-term financial goals of prominent families and individuals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Differentiated Approach
We start by clarifying our fee structure and explaining the different ways we can help. We are driven by client's profits and ones charity plans. Our strategies are customized to a Client's long term Goals.
Why Us?
Our team is comprised of people with different kinds of finance and CSR experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Services
Business Consultancy Services
•Seed Capital Fundraising
•Family Office Setup
•Business Process Optimization
•CSR Planning & Execution
Financial Advisory Services
•Portfolio Analysis and Management
•Portfolio Cost Optimization
•Mergers and Acquisitions
Real Estate
•Buy/Sell Land Parcels
•Key Management Services
Our Team
NARENDRA TOSHNIWAL
NARENDRA TOSHNIWAL
NARENDRA TOSHNIWAL
15+ years' experience, expert in handling large portfolios and business process consultancy.
Anukrit Mehta
NARENDRA TOSHNIWAL
NARENDRA TOSHNIWAL
14+ years' experience
Executive Director, Team worker, Skilled in stock trading strategies, production optimization, and business process improvement; industry veteran.
Pankaj Jain
NARENDRA TOSHNIWAL
Pankaj Jain
16+ years' experience,
Head of Startup and M&A, leveraging strategic acumen in steering successful mergers and acquisitions. With a visionary approach, he catalyzes growth for startups with precision and innovation.
Sonali Naik
Gitesh Kulkarni
Pankaj Jain
14+ years' experience,
A dynamic Client Partner and Customer Service Head in financial services and wealth management. Expertise in fostering client success, and strategic leadership for exceptional service delivery.
Gitesh Kulkarni
Gitesh Kulkarni
Gitesh Kulkarni
15+ years' experience,
Partner- Startup and M&A, drives strategic success through strategic brilliance in mergers and acquisitions. His leadership fosters innovation, steering unparalleled success amongst businesses.
Adarsh Nayyar
Gitesh Kulkarni
Gitesh Kulkarni
Partner - NGO Platform
50+ years in home and personal care, led strategic growth at Galaxy Surfactants, driving CSR, sustainability, and operational excellence. As VP, he redefined marketing and supply chain, embedding TQM, QMS, and TPM for water positivity.
Saaumira Desai
Saaumira Desai
Saaumira Desai
Equity Head
10+ years' experience. Expert in complex trading strategies, risk management, equity portfolio management.
Jarnail Singh
Saaumira Desai
Saaumira Desai
15+ years' experience,
Asset Head, Expert in complex loan disbursement, risk assessment, liability portfolio management.
Download our APP!
Contact Us
It is never too early to get started on your plans. Tell us more about your financial or business goals, and we will get you started on a plan to achieve them.
Connect on WhatsApp
TAS MF Services Pvt Ltd
No-10, Red Brick Offices, 10th Floor, Tower-1, Seawoods Grand Central, Seawoods, Navi Mumbai, India, Pincode-400706
Email: support@tas.org.in
Hours
Monday - Friday: 9am - 6:30pm
Saturday - Sunday: By appointment
