Top Portfolio Management Services (PMS) in Pashan, Pune as on Sep 08, 2025

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Refine Highway

Verified Business
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Baner Road, Pune, 411007
Business ratings 5.0/5 Based on 1 reviews
Distance: 3.08 KmsSulekha score: 3.8

Omkar from Pune

"I was been provided accurate and best investment options in concurrence to the monthly income. Good service overall with prompt service and upfront efforts."

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Rajendra Joshi

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Bavdhan, Pune, 411021
Distance: 2.79 KmsSulekha score: 4.8Years of Experience: 25

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 matters most to you by providing tailored insurance solutions that meet your unique needs, preferences, and budget. We are dedicated to helping individuals, families, and businesses navigate the complexities of insurance coverage and make informed decisions to safeguard their financial future. Expertise and Experience: With years of experience in the insurance field, Rajendra Joshi brings a wealth of expertise, knowledge, and insight to every client interaction. As a licensed insurance advisor, Rajendra is committed to staying abreast of industry trends, regulations, and product offerings to provide you with the most relevant and up-to-date insurance solutions. Comprehensive Insurance Solutions: At Rajendra Joshi Insurance Services, we offer a comprehensive range of insurance products and services to meet your diverse needs and requirements. Whether you're looking for life insurance to protect your loved ones, health insurance to cover medical expenses, property insurance for your home or business, or investment-linked insurance plans for wealth accumulation, we have you covered. Personalized Service: We understand that insurance needs vary from person to person and business to business. That's why we take a personalized approach to insurance, taking the time to understand your specific goals, concerns, and risk tolerance before recommending suitable insurance solutions tailored to your unique circumstances. Trusted Advisor: As your trusted insurance advisor, Rajendra Joshi is committed to acting in your best interests at all times. We believe in transparency, integrity, and accountability in our client relationships, and we strive to earn your trust through open communication, honest advice, and ethical business practices. Customer Satisfaction: Customer satisfaction is our top priority. We are committed to providing exceptional service, prompt assistance, and ongoing support to our clients throughout the insurance process. From policy selection and enrollment to claims assistance and policy reviews, we are here to guide you every step of the way and ensure your peace of mind. Experience Peace of Mind with Rajendra Joshi Insurance Services: Experience the difference that expert guidance, personalized service, and comprehensive coverage can make in your insurance experience. Trust Rajendra Joshi Insurance Services to be your partner in protection, providing you and your loved ones with the security and peace of mind you deserve.

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Sanriya Investment Advisors Pvt. Ltd.

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Gokhale Nagar, Pune, 411016
Distance: 4.02 Kms

Sanriya Investment Advisors Pvt. Ltd. (SIAPL) is an investment services providing company in Pune and online services all over the globe. Sanriya Investment Advisors Pvt. Ltd. has set aims, i.e. educating and assisting the self-directed investors in making wise and effective investment decisions in order to make great investment experience. We have seasoned individuals on our team to offer expertise, imparting knowledge on present economic scenario and the opportunities and risks that it entails. Now we have been in business for about 17 years providing finance and investment services to many investors.

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NS Wealth Solutions Ltd

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Kothrud, Pune, 411038
Distance: 3.56 Kms

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Baner, Pune, 411045
Un verified business Unverified
Distance: 2.64 Kms

All kind of Loans, Stock Broking and Property services

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Aundh, Pune, 411007
Un verified business Unverified
Distance: 2.76 Kms

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Shivaji Nagar, Pune, 411016
Un verified business Unverified
Distance: 4.04 Kms

Lifins Financial at, Pune Launched in 2001, at Lifins, our objective has always been to equip self-directed investors with all the tools and information they need to make better investment decisions and over time. We have built a reputation for doing just that. We help people to deal with various personal financial issues through proper planning which includes Education Planning, Retirement Planning, Investment Planning, Risk Management, Insurance Planning, Tax Planning, and Estate Planning. We focus on providing well researched, unbiased and expert advice to you. Our core proposition is built around financial planning which is our primary business. We also help you invest in various financial instruments like  Fixed Deposits of Companies/ NBFC’s/Govt. Companies, Mutual Funds - Free Demat and Online/Offline Trading Account/Online Daily update of Investments/SIP, Insurance: Life/General( Mediclaim/Car/Travel Insurance) Bonds -:Infrastructure/54EC Capital Gain/RBI Bonds /Debentures etc.

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Pashan, Pune, 411030
Un verified business Unverified

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Pashan, Pune, 411021
Un verified business Unverified
Closed - Opens 10:00 AM

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Pashan, Pune, 411021
Un verified business Unverified
Closed - Opens 9 AM

Sharekhan - Kulwant minotra is here in this field from past many years. We are specialized in Investment Products. we provide services such as Commodity Trading, Portfolio Management Services (PMS). Commodity market is one of a few investment areas where an individual with limited capital can make extraordinary profits in a relatively short period. This is because this market is not driven by luck or intuition but purely by the forces of demand and supply. Kindly contact us for more details.  

Neeraj from Pune

"Now investors can track Net Profit/Loss, Transactions History and lots more on Sookshma Stocks BSE App. Download it now on https://play.google.com/store/apps/details id=com.sookshma.stockmarket"

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