Top Financial Planners in Pune, Best Investment Advisors 2020

Top Rated Financial Advisors in Pune as on Apr 24, 2024

Nidhi Investment

Deccan Gymkhana, Pune, 411004

07670824167

Financial Planners, Investment consultancy service, Certified financial planners consultancy

Response Time: Within 15 MinsSulekha score: 6.8Working hours: 10:30 AM to 6:30 PM

In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial wishes. We are having more than a decade of experience in Mutual Fund Distribution. We offer technology-based services for our clients to effectively monitor their investments and help them make their dreams a reality. We focus at being the most reliable p ... less

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Priya Insurance

Gokhale Nagar, Pune, 411016

4.0/5 Based on 1 reviews

09021113647

Financial Planners, Corporate group insurance, Life insurance

+8 more

Response Time: More than 60 MinsSulekha score: 7.1Working hours: 09:00 am to 07:00 pm

ONE STOP TO All INSURANCE LIFE HEALTH AND GENERAL less

Chandrakant Chalse from Pune

"Very fast and on the spot service,I have got TWO probable vendors,to I am planning visit Thanks and regards "

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Pramila Danadamani

Kalyani Nagar, Pune, 411006

08069831392

Financial Planners, Life insurance, Investment consultancy service

+1 more

Response Time: Within 15 MinsSulekha score: 8.6Years of Experience: 22

I am professional Insurance Advisor helping peoples with our services like Retirement Planning Child Education Planning Child Marriage Funding Tax Saving Plan Investment Planning Claim settlement All services like Nomination, Address change, Revival of policy, Duplicate policy if misplace, your financial planning for your family etc. we are giving services to your old polices also. less

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Rajendra Joshi

Bavdhan, Pune, 411021

08035426711

Financial Planners, Life insurance, Travel insurance

+3 more

Response Time: Within 15 MinsSulekha score: 7.2Years of Experience: 24

Welcome to Rajendra Joshi Insurance Services, your trusted partner for comprehensive insurance solutions in the dynamic city of Pune. With seven years of experience in the insurance industry, we have established ourselves as a reliable and dedicated insurance advisor known for our commitment to personalized service, expert guidance, and customer satisfaction. Our Mission: At Rajendra Joshi Insurance Services, our mission is to protect what matter ... less

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Leena Deshpande

Warje, Pune, 411058

08069868226

Financial Planners, Corporate group insurance, Life insurance

+3 more

Response Time: More than 60 MinsSulekha score: 6.1Working hours: 10 AM to 7 PM

Leena Deshpande - Insurance and Investment Consultants Welcome to Leena Deshpande, your reliable partner in insurance and investment advisory services. With 07 years of experience in the financial industry, we take pride in serving the residents of Pune and Pimpri Chinchwad by offering expert guidance on insurance and investment matters. Our Mission: At Leena Deshpande, our mission is to empower individuals and businesses to make informed financi ... less

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Kamal Investment

Pimpri Colony, Pimpri Chinchwad, 411018

( Also serves in Pune )

08035427719

Financial Planners, Corporate group insurance, Life insurance

+3 more

Response Time: Within 15 MinsSulekha score: 6.4Working hours: 10 AM to 6 PM

Kamal Investment, as the name implies, specialises in providing the best investment consultation for people based in Pune, India. Our team of skilled investment consultants render excellent aid for clients who wish to invest in mutual funds, fixed deposits, stocks/shares, SIPs and gold. Apart from investment planning, our team also renders retirement planning, taxation planning and portfolio management services (PMS). Feel free to reach us to get ... less

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Thakral Financial Services

Ahmednagar, Shrirampur, 413709 ( Also serves in Pune )

08069831356

Financial Planners, Investment consultancy service, Certified financial planners consultancy

Response Time: Within 15 MinsSulekha score: 7.6Working hours: 10:00 AM to 7:00 PM

MUTUAL FUNDS INVESTMENT LUMSUM - S . I . P , TERM INSURANCE , INVESTMENT PLANS... less

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Milind Dole

Kothrud, Pune, 411038

09883031778

Financial Planners, Corporate group insurance, Life insurance

+4 more

Response Time: Within 15 MinsSulekha score: 6.2Years of Experience: 38

Business Name: Milind Dole Services: Insurance, Investment Consultants It looks like you have a business named "Milind Dole" that offers insurance and investment consulting services. Your primary services are: Insurance Consulting: Assisting individuals and businesses in selecting appropriate insurance coverage to protect against various risks. This could include life insurance, health insurance, property insurance, an ... less

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Archana Bhagwat- Insurance Adviser

Ghorpadi, Pune, 411001

08069831882

Financial Planners, Corporate group insurance, Life insurance

+5 more

Response Time: Within 15 MinsSulekha score: 9Working hours: 09:00 am to 05:00 pm

"Archana Bhagwat Insurance Adviser is a trusted and experienced insurance provider in Ghorpadi. With over 5 years of establishment and a dedicated team of professionals, we offer a wide range of insurance services to cater to your needs. Our services include corporate group insurance, life insurance, travel insurance, commercial insurance, health insurance, and more. Our team is committed to providing customized solutions for individuals, fa ... less

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BharatSIP

Secunderabad, Hyderabad, 500003 ( Also serves in Pune )

08069868500

Financial Planners, Investment consultancy service

Response Time: Within 15 MinsSulekha score: 5.9Years of Experience: 4

we at www.bharatsip.com offer online investment in Mutual funds / IPO's / NPS / NCD / PMS(charable) etc We are All India Multi Brand MutualFunds distributors (SBI / ICICI / HDFC / IDFC / AXIS / Franklin /SAMCO / LIC / UTI / TATA / ABSL etc) registered with AMFI & BSE. You can #invest in Any #mutualfunds(#Lumpsum & #SIP ) instantly by from your computer/Mobile for free Fulfill all your financial goals with suitable #SIP investment ... less

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A detailed guide on Financial planning for Individuals and Corporates

What is a financial plan?

A financial plan is also known as a capital plan where an evaluation of an individual's current money situation and upcoming financial state along with a list of short term and long term goals to be achieved is prepared. All these detailed evaluations to be documented to predict his/her future asset's value, income, withdrawal scheme, etc., We can also say that financial planning is the combination of Financial Resources (FR) and Financial Techniques (FT).

Why financial planning is important?

The purpose of financial planning or investing money may come from multiple reasons. It may be your children's education, business development, daughter marriage expense, etc., But investing money or doing financial planning is essential for business too. A best financial planning for a business must include the following metrics like investments and debts details, insurance, savings, and cash flow, etc., By setting a financial plan or goals for your future either by short term or long term strategies, you will be able to achieve that and the steps you take now will lead to goal completion. You will keep on track to meet your goals. A financial plan also includes an investment plan, retirement plan, tax plan, estate planning, etc.,

Who is a financial planner or financial advisor?

A financial planner or financial advisor is a professional or industry expert who can prepare financial plans for you. CFP is the acronym of Certified Financial Planner which is a certification provided by the Financial Planning Standards Board (FPSB). One who pursues financial planning as a profession/occupation can approach CFP certification. A qualified investment expert can help both individuals as well as corporate companies to meet their long term financial goals. A best financial planner will do a thorough analysis of your current financial status and future goal and make a plan for you.

What are the different kinds of financial planning services/investments in India?

The following are the main 7 components of financial planning.

Insurance Planning (Life and health insurance)
Cash Flow Planning
Investment Planning
Tax Planning ( tax deductions, tax exemptions, tax savings schemes)
Deduction under Sec 80C
Deduction under Sec 80D
Deduction under Sec 80CCG
Deduction under Sec (24)B
Real Estate Planning
Children’s Future Planning
Retirement Planning

In another way, there are 3 types of financial plans available. They are short term financial plan (Time period: Max 1 year), medium-term financial plan (Time period: 1 to 5 years), long term financial plan (Time period: More than 5 years).

How Sulekha.com help you in financial planning?

Sulekha.com provides you Background verified, Govt approved certified financial planners in your dashboard where you can compare their ratings, reviews, portfolio, the experience of the financial advisors. A good financial plan will help you succeed in your life and achieve your goal. Financial plans are prepared by promoters/entrepreneurs. Promoters through sulekha.com will do their analysis and execution part well while preparing the financial plan. because they know well that a wrong financial plan will not satisfy your meets and lead to under capitalization or over-capitalization in which an individual or a corporate cant tackle the situation.

Checklist for the best financial advisor before hiring them?

Below things are some of the important points to note while looking for a financial planner near your area.

1) Trustee

He should have good judgment and skill.
He should not mislead the clients
He should pay attention to your intention, the goal of yours instead of taking you to his plan

2) Give unbiased advice

A personal financial planner should give their objective advice. Because some CFP may try to sell you their financial products. The financial advisors should analyze the document clearly and give investment ideas based on your financial status towards the future goal.

3) Transparent Manner

Transparency is one of the essential behavior that you should expect from a financial advisor. Because you are going to invest the money based on the ideas from the financial expert. You can even ask your financial planner about their service charge or commission to be generated through the financial plans. So you will come what is the actual charges of a financial planner?

Note: It's better to get if they provide an invoice for the fees you are going to pay.

4) Experience

Years of experience is very essential when it comes to financial matters. Because an experienced financial advisor can guide you and take you through a better plan since they have come across multiple financial services for many years. Sulekha.com provides you with Govt approved, experienced financial planners in Chennai at your doorsteps.

5) Background verification

In general, verifying the background of the financial planner from your end takes much time. But its one of the important things while consulting a financial expert for your investment plans. To avoid this situation, Sulekha.com itself doing the background check and the office address of the brokerage firms and financial consultants. It's easy for you to go through the list of financial advisers near you.

6) Competency

Financial consultants must have a strong skill and ability to plan better based on the current financial status of the individuals or corporates. They should pass at least the minimum requirements. Also kindly check for the professional credentials like CFP®: Certified Financial Planners™, CFA: Chartered Financial Analyst, CPA / PFS: Certified public accountants or Personal Financial Specialist. Find a financial advisor from Sulekha.com at a low fee-based financial consultant for the best financial advice, financial future. Get leading personal finance investment adviser for retirement savings, life insurance, risk tolerance, risk management, investment management, financial management by knowing asset- allocation, investment strategies, Fiduciary planning process, etc., Fill the form above and get financial adviser contact details and investment portfolio instantly to your mobile.

Financial Planners in Pune

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Top Rated Financial Advisors in Pune as on Apr 24, 2024

Nidhi Investment

Priya Insurance

Pramila Danadamani

Rajendra Joshi

Leena Deshpande

Kamal Investment

Thakral Financial Services

Milind Dole

Archana Bhagwat- Insurance Adviser

BharatSIP

Updated Reviews Many users have reviewed for Financial Planners in Pune

Recent Enquiries on Financial Advisory Service 10+ Users enquired about Financial Planners in Pune over the last 2 months

A detailed guide on Financial planning for Individuals and Corporates

What is a financial plan?

Why financial planning is important?

Who is a financial planner or financial advisor?

What are the different kinds of financial planning services/investments in India?

How Sulekha.com help you in financial planning?

Checklist for the best financial advisor before hiring them?

1) Trustee

2) Give unbiased advice

3) Transparent Manner

4) Experience

5) Background verification

6) Competency

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