Money can be confusing.
That’s why we’re here.
With decades of experience and a love for simplifying finances, Datta & Anita Kanbargi guide everyday people toward wealth creation through mutual funds.
3000+ Clients
25+ years of experience
Datta Kanbargi
14+ years of private sector experience in managing finances, including working capital and project loans.
Specialised in
- Mutual Funds
- Portfolio Management Services (PMS)
- Alternative Investment Fund (AIF) distribution (since 2003)
Has been writing newspaper articles that simplify complex financial concepts for everyday readers.
Anita Kanbargi
Holds a Diploma in Commercial Practices and a Bachelor’s in Commerce from Karnataka University.
Entered the financial services sector in 1998, after 12 years in administration.
Specialised in
- Mutual Funds
- Tax-saving Bonds
- Insurance
Known for her ability to break down financial products into simple, relatable terms, and for her active role in community engagement.
Empaneled with