About Us

Mission Statements

• We will always remain honest and trust-worth money managers for our clients. 
• No amount of financial benefits will entice us to prioritise monetary benefits over client’s interest.

Key team members

Bhupendra Naik
After working for over 18 years with leading financial institutions such as ICICI Bank, HDFC Insurance and DSP Mutual Fund, I founded Naik Financials in 2018. The objective to start the firm was:

1. To create a firm which is honest inapproach towards clients
2. To create financial literacy amongst individuals.

Sarita Sharma
From working for chemical and pharma industry, to being a successful homemaker and now in the wealth management space, Sarita has seen it all. Sarita is responsible for of our Operations department.

Swapnil Junnare
Swapnil is responsible for Technology and Data Security. With anexperience of over 10 years in managing domestic and international Technology projects, Swapnil’s vision, knowledge and experience keep us moving every day.