Financial advisor in Pune List 2023 Updated

Financial advisor in PuneFinancial advisor in Pune

Financial advisor in Pune

  1. Wealth Creators Financial Advisors

ABOUT US: Wealth Creators Financial Advisors was established with a mission of creating financial awareness & helping people from various strata of the society to evaluate and streamline their individual financial needs with also an intent of protecting them from making irrational financial decisions. We specialize in providing unbiased financial planning solutions by giving utmost priority to the interest of the client. We help clients meet their important life goals by preparing a customized Comprehensive Financial Plan and also by providing help in its implementation. We follow a very robust mechanism to derive solutions for every financial problem. We believe in building strong trust based relationship for a lifetime as we look beyond monetary benefits and ensure that we deliver the whole organisation for the benefit of our clients. That is why, the majority of our clients are referrals from our existing satisfied clients.

PRODUCTS/SERVICES: Financial Planning, Will Planning, Investment Advisory, Insurance Advisory, Tax Management, Debt Management

ADDRESS: 213, 2nd Floor, A Wing,

KPCT Mall, Near Inamdar Hospital,

Fatima Nagar,

Pune-411013

+91 9823010935 | +91 9922939216

info@wealthcreators.co.in

WEBSITE:https://www.wealthcreators.co.in

  1. INERTIA WEALTH CREATORS

ABOUT US: Inertia Wealth Creators LLP (INERTIA) is committed to the possibility of financial freedom of its clients by helping them build wealth through long-term investments in equities. INERTIA provides a unique view about ‘money and investing’ such that people start looking at money as a resource to be managed efficiently rather than just a ‘medium of exchange’ or a ‘pool of savings’. INERTIA is aimed at empowering people to traverse the journey of successful wealth creation so as to set them free to be and free to act. Inertia puts its clients in control irrespective of the market situation. We provide a handpicked portfolio for protection as well as growth with safety of principle being the primary target. A relentless focus on quality and diversity of the portfolio ensures the same. We hardly react on daily news flow and quarterly results which saves us a lot of mindless activity and saves our investors from incurring a lot of brokerage. Inertia, started in year 2012, got incorporated as “Inertia Wealth Creators LLP” in year 2016. Our core portfolio based on our investment philosophy has been providing above benchmark returns since August 2012 when we started. 

PRODUCTS/SERVICES: INVESTMENT ADVISORY, FINANCIAL FREEDOM COACHING

ADDRESS: Office no 11, Royal Tower,3rd Floor, Sainik Nagar,Viman Nagar Road,Pune,411014

service@equities4wealth.com

+919881127924

WEBSITE:https://www.equities4wealth.com

  1. Money Talk Financials

ABOUT US: Money Talks Edu is a solution for inner-city youth growing up in poverty today. We’re giving them the financial literacy skills they need to break the cycle of generational poverty.

Our mission is to ensure that personal finance-focused programs and professional development resources are affordable and accessible to teens in underserved schools and communities is powerful and could change the way the next generation of youths view society and shape the world. 

ADDRESS: Orange Life Building, Office No.5, Sus Road, Pashan, Pune – 411021, Opposite Datta Temple

07947195754 https://moneytalks.education/about-us

  1. Jai Ganesh Kuries Pvt Ltd

ABOUT US: Jai Ganesh Kuries Pvt. Ltd. Company Founded in the year 2010 by an inspiration of Social Workers and industrialist Mr. Sudhir B. Chinchwade with a view to serve the people from various classes in the society. Inherit habit of regular savings in people and give them good returns on their investment. We Believe in Social Responsibility of a person towards the society. We have strong ethics and value system attached with us.

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ADDRESS: S.No. 12/2B Vrundawan Colony,

WalhekarWadi Road, Chinchwade Nagar,

Chinchwad, Pune-411033

Maharashtra (India) 

WEBSITE: http://www.jaiganeshkuries.com/contact.aspx

  1. Vijay Financial Services

ABOUT US: As a brokerage, we have multiple mortgage lenders who lend through our company, including all major Canadian Banks and Trust Companies, as well as exclusive private lenders. This allows us to offer you a huge selection of mortgage rates, payment plans, and programs such as self-employed mortgages, 100% mortgage financing etc.

PRODUCTS/SERVICES: HOME MORTGAGE LOAN, MORTGAGEREFINANCE,COMMERCIAL MORTGAGE SECOND MORTGAGE,BUSINESS LOAN,DEBT CONSOLIDATION BAD CREDIT MORTGAGE,PRIVATE MORTGAGE,FIRST TIME HOME BUYER

WEBSITE: http://www.vijayfinancial.net/ 

  1. Sanriya Investment

ABOUT US: Sanriya Investment Services is a leading Pune-based investment service provider offering online services around the globe. In order to build a great investment experience, Sanriya Investments has set goals , i.e. to enable self-directed investors to make wise and successful investments. We have experienced people on our team to provide experience. We have been in operation for around 20 years now, supplying many investors with investment distribution services.

PRODUCTS/SERVICES: Master Card, Debit Cards, Cheques, Credit Card. 

ADDRESS: SANRIYA INVESTMENT SERVICES.

Kamdhenu, 2nd Floor, Opp. Prakash (MSEB Office) Bhavan,

Next to Bank of Baroda, Near Chattushringi Temple, above Tribes India,

Senapati Bapat Road, Shivajinagar, Pune, Maharashtra 411016.

WEBSITE: https://sanriya.in/contact-us/

  1. Icicidirect Centre For Financial Learning

ABOUT US: ICICIdirect Centre for Financial Learning (ICFL) is an educational initiative of ICICI Securities Ltd. ICFL is committed to enhance financial literacy amongst all existing and prospective stake holders in the society by empowering them to make better & more informed decisions. ICFL is also committed to lead the path to create next generation leaders who could catalyze the growth of financial markets in India by expanding the pool of qualified & certified professionals for the industry.

ADDRESS: http://content.icicidirect.com/Idcampaign/cfp/index.asp?trk=profile_certification_title/ 

  1. Garima Investments & Financial Services

ABOUT US: Garima Investments and Financial Services was established in 2013 by Mr. Rakesh Srivastav. Mr.Rakesh is a CERTIFIED FINANCIAL PLANNERCM cfp-logo We are a boutique Wealth Management and Financial Planning firm.

We specialize in the areas of Insurance, Investment advisory and Stock trading. We help clients to achieve their financial goals with effective and smart financial planning. We are certified Mutual Fund and Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory & Development Authority). We use our complete knowledge of Insurance, Tax laws, and Mutual funds investments in order to suggest investment options to the clients, as per their long-term and short-term goals.

PRODUCTS/SERVICES: Cash, Debit Cards, Cheques, Credit Card. 

ADDRESS: Garima Investment & Financial Services, Office no. 3, Laxmi Plaza, Beside Bharat Petrolium Petrol Pump, Old Mumbai – Pune Road, Opp., Alfa Laval Company, Kasarwadi, Pune Maharashtra – 411014

WEBSITE: https://www.garimainvestments.in/contact.html

  1. Krishna Financial Solutions

ABOUT US: Srikrishna Financial Services is providing financial and placement services to all over UP since 2009. It invites all of kind persons if they are in need of loans. We will normally still be able to help you get out of your current financial problems and help you start again. You can apply online anytime 24 hours a day, 7 days a week. Our Company deals with personal Loans, Business Loans, Loans Against Property & Projects Loan etc.

PRODUCTS/SERVICES: home loan, car loan, personal loan.

http://www.shrikrishnafinance.com/contact.php

Tajinder Singh: