Welcome to Trade Net Wealth! A Wealth Management brand of its own with total assets under Management of more than 1000 crores, A network of 9 branches, and 17 channel partners spread across Maharashtra & Karnataka. With an investor base of over 20,000 spread across Retail, HNI, Professionals, Corporates, and Banks, We are among the first 3 Business Partners of MOSL in India and the preferred distribution partners for all mutual funds. Our journey so has been an eventful one, seeding from a humble beginning.
We, at Trade Net Wealth, believe in taking well-planned steps, no matter how large or small, which in the long-term pay off with steady and sustained growth. Our company’s history has been a testimony to this philosophy. Trade Net Wealth was incorporated on August 8, 1997, starting out with a staff of just 2, in a 250 sq. ft. office, and dealing only in broking services, IPO filling, buying, and selling of shares in the physical delivery mode. Back then, share broking was in the hands of a select few, and the Kolhapur market lacked discipline and transparency.
Our focus was clear, give our investors the best investment options with 100% honesty and transparency. Our strong ethics, backed by a total investor-centric approach propelled our journey further and we became a brand to reckon with.
Gradually, we expanded our activities and appointed channel partners. The year 2001 was a special one. That was the year our client base touched 2590 investors and we joined hands with Motilal Oswal Financial Services Ltd., followed by our first business partner in Kolhapur in 2002. Trade Net Wealth started its Karad branch in 2003, and by 2004 we had acquired our Mutual Fund Distribution License. In 2006, we shifted from a 250 sq feet office to our current 3000 sq feet spacious corporate office at Akshar Plaza, Kolhapur.
Our approach to investing is SMART, that is, S – Specific, M – measurable, A – Attainable, R – Relevant, and T – Timely. We look out for the safety of our investors, with the best of advice and service. We humbly request investors to show trust and confidence in us and together we can plant a seed today, which tomorrow will grow into a magnanimous tree, the fruits, and shade of which they can enjoy!
We are committed towards maintaining the highest standards of integrity and honesty in our endeavor to understand your dreams and chalk out plans to achieve them. We exist to ensure that you add value to your wealth and reality to your dreams. Our mission statement is quite simple – Proper financial planning is the need of the day and we help people plan their finances always and at all times.
Trade Net wealth visualizes to be ' the best' – in the eyes of our investors, our partners, our associates, and the community. We want to be a brand that best understands investor needs and is in relentless pursuit of innovating financial concepts that will help achieve their needs. Our efforts are guided by a clear faith, investor-centric strategy, and our quest for excellence is driven by integrity. We stand out as a religion with a passion for wealth creation.
Mr. Sandeep Kulkarni is a veteran of the stock market. He is in the broking business since 1990 and has experience of over 19 years in Wealth Management and Investment Advisory. He specializes in simplifying complex wealth management solutions and implementing them in designing tailor–made portfolios. He is the Founder Member and Executive Director of Trade Net Wealth. He is also on the Board of a leading co-operative bank in Kolhapur as an elected director.
Mr. Sandeep Kulkarni has a thorough understanding of all aspects of financial planning and wealth management. He has advised a large number of investors and helped them in successfully restructuring their portfolios by exploring all investment avenues viz. Equity, Mutual funds, PMS, etc. He has sound research competence and has helped many HNI investors to build portfolio’s keeping in mind their short-term and well long-term needs of wealth creation.
An engineer by qualification, Mr. Samir Kulkarni has experience of 15 years in the areas of financial planning and wealth creation. He has his expertise in the concept of investment advisory where tactical asset allocation and periodic realigning plays a vital role. He is the pioneer of concepts like Stock SIPs, GOLD & NIFTY SIPs, etc. He heads the advisory desk and has been creating wealth for investors through his in-depth knowledge and understanding of the stock markets. A process-driven person by nature, he gives a lot of importance to the adaptation of the Phygital (physical plus digital) mode of operations by blending the benefits of physical experiences with that of digital ones. He has been invited as a guest lecturer on financial planning and wealth creation tools in many MBA colleges, rotary clubs, etc. One can hear him share his expertise and knowledge on the popular Tomato FM where he answers questions on financial planning in a live chat show. He is the Co–Founder and Executive Director of Trade Net Wealth.
Mr. Samir Kulkarni has sound knowledge of operational and technological aspects of stock markets. He has good fundamental and technical analytic skills and possesses team development and management skills.