Phygital Financial Advisory | Digital & Personal Experience at PATHFINDERS

AMFI-Registered Mutual Fund Distributor

Phygital Experience

Invest Anytime, Anywhere — Through Our Web and Mobile Platforms

At PathFinders, we combine the convenience of digital access with the reassurance of personal guidance. Our Phygital Experience brings together technology and human expertise—allowing clients to manage investments seamlessly while staying connected to a trusted advisory relationship.

In a fast-moving world, accessibility and clarity are essential. Our phygital model ensures that financial planning remains simple, transparent, and always within reach—without losing the personal touch.

Our Phygital Philosophy

We believe technology should enhance, not replace, human judgment. While digital platforms provide speed and accessibility, informed guidance and relationship-based support remain at the core of meaningful financial decisions.

Our phygital approach blends digital convenience with personalized advisory—offering the best of both worlds.

What Our Phygital Experience Offers

1. Anytime, Anywhere Access

Clients can:

View and track investments through secure web and mobile platforms

Monitor portfolio performance in real time

Access account information with ease

2. Seamless Investment Execution

Our digital platforms support:

Easy investment transactions

Systematic investment management

Paperless processes for efficiency and convenience

3. Portfolio Visibility & Reporting

We provide:

Consolidated portfolio views

Clear and easy-to-understand reports

Performance summaries aligned with goals

4. Research & Market Insights

Clients can leverage:

Research-backed insights and market updates

Reports to support informed decision-making

Structured information to avoid market noise

5. Personalized Advisory Support

While technology enables access, personal guidance remains central.

Clients benefit from:

Ongoing advisory conversations

Periodic reviews and rebalancing support

Direct access to their advisor for queries and guidance

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 finalizing 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.

Pathfinders is a AMFI registered Mutual Fund Distributor with ARN-155462.
It is also registered as a sub broker to Prudent Corporate Advisory Services with AMFI ARN-9992. It is also IRDA registered insurance advisor.

Grievance Officer- contact@pathfindersfin.com