| Holder Name | Type | Licence / Certificate | Issued By | Licence / Code No. | Valid From | Expiry Date |
|---|---|---|---|---|---|---|
| Pathik Bhaveshkumar Shah | Individual | APMI Registration (PMS Distributor) | APMI | APRN02702 | 19-Nov-2023 | 18-Nov-2026 |
| Pathik Bhaveshkumar Shah | Individual | NISM Series XXI-A – PMS Distributors | NISM | NISM-201600024620 / Enrol. 2310345943 | 19-Nov-2023 | 18-Nov-2026 |
| Pathik Bhaveshkumar Shah | Individual | NISM Series V-A – MF Distributors (CPE) | NISM | Cert. No. 2530143072 / ARN 65608 | 23-Apr-2025 | 12-Jul-2028 |
| Pathik Bhaveshkumar Shah | Individual | NISM Series XIII – Common Derivatives (for SIF) | NISM | NISM-201600024620 / Enrol. 2510251574 | 13-Jul-2025 | 12-Jul-2028 |
| Pathik Bhaveshkumar Shah | Individual | Health Insurance Agent – Star Health & Allied Insurance | Star Health (IRDAI) | SHABA0000059454 | 01-Apr-2015 | — |
| Pathik Bhaveshkumar Shah | Individual | General Insurance Agent – Bajaj Allianz General Insurance | Bajaj Allianz (IRDAI) | BAG10030174 | 01-Apr-2015 | — |
| Pathik Bhaveshkumar Shah | Individual | Life Insurance Agent – ICICI Prudential Life Insurance | ICICI Prudential (IRDAI) | ICI00798105 / Licence 4441202 | 01-Apr-2015 | — |
| Pathway Finserv LLP | Firm (LLP) | AMFI Registration (ARN) | AMFI | ARN-267642 | 13-Apr-2026 | 12-Apr-2029 |
| Pathway Finserv LLP | Firm (LLP) | APMI Registration (PMS Distributor) | APMI | APRN07140 | 25-Jul-2025 | 24-Jul-2028 |
AMFI registered Mutual fund Distributor
ARN - 267642 | Current validity: 12 Apr 2029
Grievance Officer - Pathik Shah
ARN - 65608 | Current validity: 12 Jul 2028
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. We are not a Registered Investment Advisor and we do not change any fee to our clients.
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