About Us

Mission

“Advising people to help them change their financial lives and make them attain financial freedom at earliest possible stage of their life”

Vision

“Mission financial freedom 10 million families”– to help 10 million (1 crore) Indian families achieve financial freedom”

Values

  • Be Fiduciary
  • Client First
  • Unbiased Views and Consultations
  • Ensure Client Gets Best Experience & Services
  • Be part of Clients Wealth Creation journey at all the times

Management Team

MANISH K PANDEY
Founder & Chief Executive Officer

Manish started his career in year 2000 at IIFL, a leading broking firm. Later, he moved on to work for SBI Mutual Fund, Franklin Templeton Mutual Fund, Fidelity Mutual Fund and L&T Mutual Fund at various middle and senior management roles in sales, distribution, business development, channel management and marketing, before starting his own company Fern Wealth Advisors Private Limited in 2014. He has valuable experience of 16 years with broking firm, Asset Management Companies (Mutual Funds), in Financial Planning, in Investment Advisory and of Wealth Management industry.

Manish received his Master’s degree in Business Administration from Bharti Vidyapeeth's IMED, Pune (Pune University) in year 2000 and holds many financial sector certifications too. Through Fern Wealth Advisors, he aims to make Financial planning a way of life for all investors and their families and empower investors with the financial planning advisory so that they can change their financial lives and make them attain financial freedom at earliest possible stage of their life. He also want to reach out to 10 Million (1 Crore) Families in India through technology and physically in next 10 years to help his investors achieve financial freedom in all their aspirational future Financial Goals.

 

PRIYADARSHINI ROY
Co-Founder, V.P & Head of Business

Priyadarshini started her career in 2007 as a banker with Standard Chartered Bank and has served the bank and its clients in various roles & job profiles in banking operations, sales, banking products & services but largely she has been in to Investment planning services & Wealth management solutions and advisory roles. Priyadarshini has extremely valuable and rich experience of almost 8 years in to Investments planning & advisory and Wealth Management and is passionate about this subject. Priyadarshini joined Fern Wealth in 2015 as an Co-Founder, V.P & Head of Business where she run’s& drive's the entire business, brand building, expansion, planning & strategy, implementation and growth of Fern Wealth Advisors in India. She wants to focus, work & reach out to more than 10 million mass affluent families through our online and offline initiatives to help them change their financial lives and make them attain financial freedom in line with our Mission & Vision. She has been instrumental in defining values in our business of high standards in which she herself has been strong believer and practitioner which are Fiduciary, Client first, Unbiased consultation, always want to ensure and provide client best experience through best consultation & services and also be a part of clients wealth creation journey in good and bad times over a long term.