About us
At Pinnacle Finvest, we are committed to helping individuals and families achieve their financial goals through expert mutual fund distribution and investment advisory services. With a client-centric approach, we provide tailored investment solutions that align with your risk profile, financial objectives, and life stage. We also understand that wealth creation is incomplete without securing your family's future. So, we also provide insurance advisory services, where it is our responsibility to secure your family's future.
Ascend With Trust!
Our Legacy
To empower individuals, families, and businesses across India to achieve lasting financial well-being through personalized, ethical, and transparent wealth management services. We strive to deliver consistent value by aligning investment strategies with our clients’ unique goals, values, and aspirations.
Mission
Vision
To be India’s most trusted and respected wealth management firm—renowned for innovation, integrity, and a relentless commitment to our clients' financial success and peace of mind.
Our Team
With a strong foundation in finance and a passion for helping others grow, Mr. Mohit Dugar brings a wealth of experience and knowledge to the world of wealth management. An MBA graduate and having cleared CFA Level II, he has previously worked with JPMorgan Chase in the Wealth Management division, supporting the U.S. Private Bank and catering to high-net-worth (HNI) and ultra-high-net-worth (UHNI) clients. Well versed in both equity and debt markets, Mr. Mohit Dugar is committed to providing insightful, research-backed, and unbiased financial guidance tailored to each client’s personal and financial goals. Every recommendation is made with the client’s best interests at heart—rooted in integrity, transparency, and a genuine desire to see them succeed. Whether you're just beginning your financial journey or looking to optimise your portfolio, Mr. Mohit Dugar offers the expertise and dedication to help you grow with confidence.
Mohit Dugar
Vivek Dugar
With over 25 years of experience in the fixed income segment, Mr. Vivek Dugar is a seasoned veteran in the industry. His deep understanding combined with decades of hands-on expertise, makes him a trusted advisor to a wide range of clients seeking stable and well-structured investment solutions. Respected for his unwavering commitment to ethical business practices, Mr. Vivek Dugar has built long-standing relationships grounded in trust, transparency, and integrity. His client-centric approach ensures that every financial strategy is tailored not just for returns, but for long-term financial peace of mind.
Address
C3A Chikitsalay Marg, Bapu Nagar, Jaipur-302015
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Our Offerings
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalising on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence, we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor || ARN - 314375 || Current validity: 24/07/2027
Grievance officer: MOHIT DUGAR - 9785066448
Disclaimer ||
Disclosure ||
SID/SAI/KIM ||
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