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CONNECT WITH US
About Us

A Relationship-First Approach
to Financial Advisory.

Advice that evolves with your goals, your family, and your changing
financial needs— all under one roof since 2015.

Founder

Ameya Shrikant Kane

Ameya Shrikant Kane brings 25+ years of financial leadership built through top banking institutions, including:

ABN Amro
HDFC
Standard Chartered
Kotak Mahindra Bank

He holds a Post Graduate degree from Welingkar Institute of Management and carries deep expertise across wealth planning, credit, and long-term financial structuring.

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Our Mission
To be a one-stop financial solutions partner for every Indian family — making mutual funds, insurance, retirement planning, and fixed income accessible through trusted guidance and seamless facilitation.
Our Vision
To be India's most trusted neighbourhood financial solutions practice — known for integrity, transparency, and holistic client-centric service.

Our Essence

Atharva Associates is a financial solutions practice founded in 2015 by Ameya Shrikant Kane, created for people who want their money decisions to feel organised, intentional, and dependable. With a strong team of professionals, the firm supports clients across every major financial requirement.

We act as a facilitator and distributor of financial products. We do not offer investment advisory services.

Regulatory Note: Mutual Funds — AMFI Registered MFD (ARN: 124459). Insurance — facilitated through IRDAI-licensed partners. NPS — facilitated through registered Points of Presence (PoP). We are not a SEBI Registered Investment Adviser (RIA).

Money rarely stays limited to one category. Investments connect to taxation. Insurance connects to responsibilities. Loans connect to cashflow. Legacy planning connects to family continuity. Atharva Associates brings these elements together through a structured system that helps clients plan, implement, and review with confidence across life stages.

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team member

We are here to manage your finance with experience

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Frazer Diamond

Founder & CEO
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Chen Lee

Co-Founder
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Emma O’Brien

Sr. Product Engineer

What Atharva Associates Covers

Clients work with us for facilitation that extends across multiple regulated financial domains.

Insurance Facilitation
Life, health, travel, and group insurance planning aligned with life stage, dependents, and liabilities — facilitated through IRDAI-licensed partners.
Mutual Fund Distribution
Goal-based investing, SIP structuring, equity exposure planning, diversification, and ongoing portfolio review as an AMFI-registered MFD.
Financial & Tax Planning Support
Planning built around income structure, tax exposure, savings approach, liabilities, and annual financial decisions.
NPS & Retirement Facilitation
NPS account facilitation through registered PoP, retirement corpus building, and pension planning support.
Bonds & Fixed Deposits
Government bonds, corporate bonds, and fixed deposit facilitation through appropriate channels for stable income needs.
Will Writing & Estate Planning
Succession structuring support with documentation for family wealth transfer.

Your Path to Informed Financial Decisions

Our advisory process follows
a disciplined 5-step system designed for long-term control.

Consultation
Goals, responsibilities, timelines, and risk appetite are mapped.

Analysis
Existing investments, cover, loans, and gaps are assessed.

Strategy
A structured plan is built to align protection, investments, taxation, and credit planning.
Execution
Product selection support, onboarding coordination, & documentation assistance.
Review
Periodic tracking, corrections, and updates as life priorities evolve.


Who We Work With

Individuals and Families
Security planning, education planning, retirement structure, and long-term investing.
Entrepreneurs & Business Owners
Planning that aligns personal wealth with business responsibilities, taxation, and credit requirements.
Professionals
Investment structuring, insurance planning, and tax planning support.
High Net-Worth Clients
Portfolio structuring, succession planning, and estate documentation support.

What We Stand For

Client-First Approach
Your financial well-being is our priority. We facilitate investments that align with your goals and risk profile.

Transparency
No hidden charges. We disclose all commissions and fees as required by SEBI/AMFI guidelines.

Research-Informed Facilitation
Our suggestions are informed by publicly available scheme documents and market data. Past performance may or may not be sustained in the future.
Long-Term Relationships
We focus on sustained engagement and periodic portfolio review rather than short-term transactions.

Events & Highlights

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Untitled design (36)
Untitled design (37)

Oscar Award of Insurance Industry.

"Million Dollar Round Table” – MDRT 2023 Bajaj Allianz Life Insurance Company.

Installation Ceremony

as Excellent President of Rotary Club of Thane Imperial by the District Governor of Rotary 3142.
Mr. Milind Kulkarni for the Rotary Year 2023-24.

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