Fern Wealth Voyagers Pvt. Ltd. is a mutual fund distributor firm that delivers–Trusted, Customised & Strategic financial advice.

With a collective team experience of 70 man years in Financial advisory and client personal finance and wealth management services, we are here to assist you in Wealth creation & Long term Financial security.

Our Mission

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

Our 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

Our Approach

We strongly believe our core strength is our Expertise, Professionalism & commitment to our client.

Meet the Fern Wealth Voyagers Pvt. Ltd. Team:

Manish Kr Pandey – Founder & CEO
manishkpandey@fernwealth.com

Total Experience in Personal Finance – 18 Years
Previous Organizations & Experience – IIFL, SBI Mutual Fund, Franklin Templeton Investment, Fidelity Investment (All Total 14 Years)
Expertise Area – Personal Finance, Financial Planning, Mutual Funds, Insurance, Goal Based Planning, Loans, Credit Management, Wealth Management, Investment & Retirement Planning, Tax Planning etc.
Education and Financial Certifications – MBA, Advanced Financial Goal Planning by AAFM, India, NISM certifications, NISM MF certifications, IRDA Certifications and NSE Certifications

Uday Suri – Co founder
uday@fernwealth.com

Total Experience in Personal Finance – 25 Years
Previous Organizations & Experience – Deutsche Bank, DSP Merrill Lynch Mutual Fund, Fidelity Investment MF, BNP Paribas MF, Tata MF
Expertise Area – Banking, Private Banking, Personal Finance, Financial Planning, Mutual Funds, Insurance, Goal Based Planning, Loans, Credit Management, Wealth Management, Investment & Retirement Planning, Tax Planning etc.
Education and Financial Certifications – MBA, NISM MF certifications

Priyadarshini Roy – Co founder
priyadarshini@fernwealth.com

Total Experience in Personal Finance – 12 Years
Previous Organizations & Experience – Standard Chartered Bank as an Investment Advisor (9 Years)
Expertise Area – Personal Finance, Financial Planning, Mutual Funds, Insurance, Goal Based Planning, Loans, Credit Management, Wealth Management, Investment & Retirement Planning, Tax Planning etc.
Education and Financial Certifications – BSc, NISM MF certifications and IRDA Certifications

Nidhi Srivastava – Product, Content development and Client Experience
nidhi@fernwealth.com

Total Experience in Personal Finance – 12 Years
Previous Organizations & Experience – Tata Asset Management & Fidelity Fund Management Private Ltd.
Expertise Area – Mutual Funds & Personal Finance products
Education and Financial Certifications – Post Graduate –Master in Business Law, AMFI certified in Mutual Funds Advisors Module, NCFM–Capital Markets Module

Shrikant Choudhary – Client Service & Business Operations
shrikant@fernwealth.com

Total Experience in Personal Finance – 4 Years
Previous Organizations & Experience – Star Health Insurance
Expertise Area – Client Servicing and office operations (Personal Finance)
Education and Financial Certifications – B. Com, IRDA certification