Mission
To simplify the mutual fund experience through clear information, dependable service, organised processes, and timely assistance at every stage.
Our Practice
About Us
Curated · Guided · DisciplinedScroll ↓
Our Story
Thoughtful investing. Clear guidance. Long-term relationships.
Yogakshem Financial was founded in 2007 with a simple purpose — to make the mutual fund experience more transparent, organised and convenient for investors. We believe in clear communication, dependable service and long-term relationships, helping investors navigate their investment journey with greater clarity and confidence.
Our Story Yogakshem Financial began with a simple belief — investing should feel clear, organised and purposeful. Since 2007, our focus has been on making the everyday mutual fund experience straightforward for investors — from understanding investment options and completing transactions to maintaining records and providing ongoing assistance. As the needs of investors evolve, we continue to combine personal service with technology and organised processes, while maintaining our focus on clear communication, responsible service and long-term relationships.
Mission, Vision & Values
The principles behind our work.
Vision
To create a trusted and accessible platform where investors can explore mutual fund opportunities with clarity, convenience, and confidence.
Values
Clarity — We believe information should be simple, transparent, and easy to understand.
Integrity — We communicate responsibly and keep our processes straightforward.
Service — We value timely responses, careful execution, and consistent support.
Responsibility — We handle every transaction and document with attention to detail.
Convenience — We use technology to make everyday investor interactions simpler and more accessible.
Founder
Founder
Deelip Eknath Shirude
Founder, Yogakshem Financial
Yogakshem Financial was founded by Deelip Eknath Shirude with a focus on building a service-oriented mutual fund distribution practice based on trust, clarity and long-term relationships. His approach centres on understanding investor requirements, communicating relevant information clearly and maintaining disciplined processes in day-to-day client servicing. At Yogakshem Financial, the emphasis remains on providing investors with a straightforward and dependable experience — combining personal attention with organised processes and technology.
Our commitment is simple: clear communication, responsible service and long-term relationships.
A Commitment That Continues Our journey since 2007 has been shaped by a simple principle — do the basics well, communicate clearly and be there for investors when they need us. We look forward to continuing this journey with the same focus on trust, service and long-term relationships
Disclaimer
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. This website is for informational and transaction support purposes only.