Nandi Pathefinder & Flourish Financial Group

Overview

Nandi Pathefinder & Flourish Financial Group is a small, independent registered investment adviser operated as a sole proprietorship by Nandi Pathefinder. The firm focuses on financial planning and portfolio management for individuals and small businesses, and its practice includes insurance brokerage and other financial product sales. Fee arrangements are flexible: the firm uses a mix of percentage-of-AUM billing, hourly charges, and other non-standard fee approaches to match client needs. On the investment side the firm leans toward packaged retail solutions—primarily mutual funds and insurance-based products—rather than direct single-stock strategies or large-scale private fund commitments. The adviser self-identifies as an active ESG investor and incorporates environmental, social, and governance considerations into portfolio construction and managers/fund selection where clients express that preference. The firm is not a capital allocator to private fund managers and does not list relationships with external third‑party alternative asset managers.

Assets & Accounts

Investments & Alternatives

Location & Offices