About Us
Exploring the Heart of Khajana Group
KHAJANA Funds was founded in the year 2009, It’s an integrated investment management services specializing in simple investment strategies with exclusive disciplined execution system.
Portfolio restructuring, asset allocation, rebalancing strategies, Mutual Fund distribution, Insurance and foreign Money exchange are the key services that KHAJANA offers to individual and corporate clients.
Over the period of experience in capital market investment, we have developed various automated trading systems for our clients to execute machine-based execution platforms in the stock exchange.
Meet Our Founders
JAY JAJU
Founder-Director
Jay is qualified as “CERTIFIED FINANCIAL PLANNER” with master’s degree in Business Administration specialized in Finance, with 30 years of experience in hard core Share Broking and advisory services. Before starting Khajana Funds in 2009, He was Executive Director of BNR CAPITAL SERVICES PVT. LTD., Member of Bombay Stock exchange for 9 years & General Manager KARVY STOCK BROKING LTD., as Regional Head (Rest of Maharashtra) stationed in Pune for 7 years.
GAURAV BHANSALI
Founder-Director
He has done his MBA from MIT college Pune, has 15 years of experience in Capital market segment of Mutual Funds and Stock broking as Client relationship in charge.
SEEMA BHANSALI
Insurance Head
She has done his MBA in Finance & having 13 years of experience in Insurance Field. She has played a pivotal role in expanding Insurance services. This achievement contributed to their second MDRT (Million Dollar Round Table) recognition.
PRAKASH KOTMIRE
Director – Forex Division
20 years’ experience in Stock broking and Forex operations.
Inspiring Our Future with Purpose
Our Mission
Our mission is to be the bridge to financial success for every Indian. We aim to provide guidance, support, and reliable financial services, ensuring individuals across the nation can achieve their financial goals.
Our Vision
Our vision is to witness a financially literate India where every individual’s financial dreams are realized. We strive to empower our clients through education and personalized services, fostering financial well-being.
Our Values
Our core values encompass empowerment, trustworthiness, client-centricity, innovation, excellence, and sustainability. We empower individuals, earn and maintain trust through integrity, and focus on our clients’ success.
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Asset Under Management
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Happy Customers
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Years Of Experience
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Team Members
Our Clients Say
Thank you for handling my portfolio since more than a decade. It’s always been a hard decision to choose a Stock Broker and Mutual Funds Distributor who can take care of ...
Aditya Tapadia
Please accept this letter as my personal and professional endorsement of Khajana funds as most trustworthy partner in Financial Services and its allied market.I was never convinced with financial consultants, until I met...
Anand Bellad
Transparency, discipline and performance for my equity portfolio Is the key reason why I invest through him.If you want just any stock broker, you can go somewhere else, but if you want a...
Bharat Daga