Get to know us

Who are we?

At Ziel Finance, my vision is to empower individuals with personalized, research-driven investment strategies focused on consistent, risk-adjusted returns. By simplifying mutual fund investments and prioritizing diversification, liquidity, and cost-efficiency, I aim to guide investors toward prudent, long-term financial success.

People who inspire us

Discipline and patience

Rahul Dravid’s discipline, patience, and long-term vision inspire us at Ziel Finance. Just as he built innings with resilience, we believe in steady wealth creation through disciplined investing. His adaptability under pressure reflects our approach to navigating financial markets for sustainable growth.

Integrity and commitment

Ratan Tata inspires us at Ziel Finance with his visionary leadership, integrity, and commitment to long-term value creation. His focus on ethical business practices and innovation mirrors our approach to responsible investing. Just as he built sustainable businesses, we aim to help investors create enduring wealth with patience and foresight.

Sameer Panchamukhi

Founder - Ziel Finance

With an MBA in Finance and over 12 years of hands-on experience as a mutual fund investor, I’ve developed a deep appreciation for the power and potential of mutual funds as a wealth-building tool. What started as a personal interest gradually turned into a strong passion for financial products, investing strategies, and long-term planning.

In countless conversations with friends, colleagues, and family, I noticed a recurring theme — while many people have heard of SIPs, very few truly understand the full spectrum of what mutual funds can offer. There’s a noticeable gap between awareness and informed action.

At Ziel Finance, my goal is to bridge that gap. By simplifying mutual fund investing and offering well-researched, personalized guidance, I hope to empower more individuals to make confident and informed financial decisions.

Having led multiple optimisation projects during my career as an engineer, I deeply understand the value of efficiency and strategic planning — principles that apply just as well to personal finance. My interest in investing, particularly in direct equities, naturally evolved into a passion for building well-structured mutual fund portfolios.

At Ziel Finance, I bring the same analytical mindset and discipline from engineering into the world of investing — using data-driven strategies, portfolio optimization concepts, and risk management to help clients construct resilient, goal-based mutual fund portfolios.

Team @ Ziel Finance