The Company
Transcend stands for excelling, rising above & going beyond.
Established in April 2004, currently the company offers investment services in Mutual Funds and Fixed income products. In addition to that, services such as equity broking, PMS, AIF, P2P lending, Life & Non-Life Insurance, Loans, Taxation, Legal matters, Inheritance matters are offered via the company associates & tie-u. At Transcend, we believe that opportunities are endless. Great fortune CAN & MUST be created in a lifetime, to enjoy, to share & to leave behind an even greater legacy.
OUR MISSION:Â HElp individuals create wealth that lasts over generations so that they can enjoy fulfilment of their dreams & aspirations. Â
Our Vision: Be recognized as the citadel of financial control & security for our clientsÂ
We understand that, money can be earned; WEALTH, however has to be created. We aspire to make millions of people financially free by facilitating their investments in the best avenues available.Â
We invite you to benefit from our experience & expertise as we walk along wit you on this journey for a lifetime. Our approach ensures that money, risk, time & taxes are all optimised so that great wealth may be Generated, Protected & Enjoyed Forever!
Regulatory Information:
Transcend Capital (I) Pvt. Ltd. is registered with AMFI as a MFD (Mutual Fund Distributor) with registration number ARN – 19016. Date of initial registration is 15-04-2004. Current validity of ARN is upto 19-02-2026.
The Founder
Kartik Jhaveri
B.Sc., LLB, DBF, PGDBA, CWMTM, FAAFMTM, CIWMTM
Director :Â Transcend Capital (India) Private Limited.
Kartik is India’s most renowned financial experts; his advice & opinion is regularly published across all media, print & electronic, in the form of articles, comments & interviews.
He is the Founder & Director of Transcend Capital (India) Private Limited, an investment services company. He regularly conducts free monthly workshops for public at large each month via “The Multi-Millionaire Forum” which is the financial literacy initiative of the company. He is always keen to share his knowledge with the world and wants to help people become wealthy, prosperous and free of financial worries. He believes that it is possible to attain Financial Freedom and demonstrates this through his work, lectures, seminars, workshops, online courses, e-books & other educational material.
He is also the founder of Transcend Financial Freedom Academy which is a community of self motivated individuals who are on their journey to learn everything about money and thereby on their way to achieving Financial Freedom. There is no product dissussion or investment advice rendered here. This is an online learning platform where many courses are hosted for the learning benefit of public at large.​
Kartik is a Bachelor of Science (Statistics) from St. Xavier’s College, PGDBA (Finance & Marketing) from ICFAI and LLB from Government Law College. He also has other professional titles like Chartered Wealth Manager.Â
Kartik loves to enjoy the best things life can offer. His favorite subjects are stockmarket, science & spirituality. He is a keen learner, an avid reader, loves to travel, enjoy life experiences and likes to have an engaging conversation on various subjects.
The Team
Kartik Jhaveri
Director
Tejasa Jhaveri
Director
Jude D'souza
Director
Aparna Khedekar
Sr. Account Manager
Zarir Daruwalla
Sr. Account Manager
Aarti Sahu
Account Executive
Chaital Mehta
Sr. Account Manager
AADITYA DANDEKAR
Account Manager
SHAILESH SHAH
Account Manager