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Best Financial Advisors & Planners in Pune

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Here is our List of the top 10 Best Pune Financial Planners & Advisors

Alok Dubey - Prime Wealth

Alok Dubey - Prime Wealth

FPSB No: IN151163

Alok has a strong enthusiasm for collaborating with IT professionals and their families, assisting them in crafting financial plans that streamline intricate financial matters. His journey into the world of investments and equities began at the age of 12 under the guidance of his father's firm. Alok's primary objective is to enable his clients to reclaim their time, allowing them to concentrate on life's most significant priorities, all while advancing their financial well-being and achieving their objectives.

On weekends, he enjoys quality time with his family and exploring new culinary hotspots in and around Pune.

Office 311, Second Floor, Commercia Mall, above The Barkhana The Address, Shankar Kalat Nagar, Wakad, Pune, Maharashtra 411057.


Balaji Aianule - Advi Crest

Balaji Aianule - AdviCrest

Certified Financial Planner specializing in Financial Planning, Investment, and Insurance, with a certification from MDI Delhi.

Meet Mr. Balaji Ainule, a Certified Financial Planner with MDI Delhi credentials in Financial Planning, Investment, and Insurance. Over the course of 13 years, he has accumulated extensive experience in insurance and financial planning, serving a diverse clientele of over 4500 individuals and corporates. For the past eight years, he has been imparting knowledge and nurturing aspiring minds at the Indian Institute of Organization Development.

Due to his wealth of experience and reputation in the insurance sector, he now serves as a visiting faculty member for various prestigious institutions, including State Government Class-One Officer Training, State Government Class-One Training, PCMC Police Training, MIDC Office Training, IT & Manufacturing Company Training, and LIC Zonal Training Center. He has been providing expert guidance in financial planning for over half a decade. His expertise spans operational finance, financial planning, insurance, and more.

Ragunandan Apts., Baner Mahalunge Road, Balewadi Phata, Baner, Pune-45


Niraj Nanal - N R Financial Consultants

Niraj Nanal - N R Financial Consultants

Niraj is a seasoned Certified Financial Planner and a Registered Life Planner, boasting over a decade of solid experience.

Niraj's particular expertise and distinguishing feature lie in his ability to provide clear insights into financial and life goals, all delivered with a personalized touch.

Niraj has been a source of inspiration for numerous individuals, guiding them towards financial liberation and life flexibility through highly effective life planning approaches.

With a roster of more than 100 satisfied clients and a portfolio exceeding 100 crores, Niraj's distinctive services have garnered resounding success.

George Kinder, recognized as the global pioneer of the Life Planning Movement, worked closely with Niraj, who holds the unique distinction of being the sole RLP to support Kinder's inaugural RLP program conducted in India.

1137/10, Parvati Sadan, Model Colony, Near Bapat Hospital, Pune-411016


Rahul R Mantri - Midas Touch

Rahul R Mantri - Midas Touch

FPSB No: IN152079

Rahul R Mantri, a CERTIFIED FINANCIAL PLANNER CM, is based in Pune. Since December 2006, he and his wife, Neelam Mantri, have been working as consultants specializing in Personal Finance and Investment.

With an MBA in Finance, Rahul also holds the esteemed title of CERTIFIED FINANCIAL PLANNER CM. His career commenced as a freelance writer following the completion of his MBA, in conjunction with his advisory work in the realm of Investments and Finance. On April 3, 2007, his first article on Personal Finance was published in 'Your Money,' an exclusive supplement for readers of the Times of India in Mumbai. Subsequently, he authored several articles for 'Your Money,' and his work also graced the pages of The Economic Times and The Times of India, reaching a nationwide audience.

Rahul further contributed to the field of Investments and Finance by collaborating with Capital Market, a renowned magazine in the industry. His articles have appeared in Sakaal (Posiview Supplement) and Forbes India in more recent times.

1201/11, Shirole Road, Rajnigandha Soc., Off F.C. Rd, Pune – 411004.


Gaurav Jain - Invest Yadnya

Gaurav Jain - Invest Yadnya

SEBI RIA No: INA000017897

At the helm of Invest Yadnya stands Gaurav Jain, a passionate and dedicated financial planner committed to simplifying personal finance. As the founder of this dynamic venture located in Pune, Gaurav Jain has steered Invest Yadnya to become one of the leading stock analysis websites in India, offering invaluable financial planning and advisory services.

Invest Yadnya was born out of the vision to empower individuals with the knowledge and tools required to master their financial destinies. In an era where personal finance can be complex and daunting, Gaurav Jain recognized the need for a guiding light, a source of reliable information and expert advice that would navigate the intricacies of the financial world. Thus, Invest Yadnya emerged as a platform to offer clarity and insight, simplifying the concept of personal finance and making it accessible to all.

Through Invest Yadnya, Gaurav Jain and his dedicated team have embarked on a mission to provide individuals with the resources to make informed financial decisions. They believe that everyone deserves the opportunity to achieve their financial aspirations, and by offering financial planning and advisory services, they strive to transform these dreams into reality. The team's tireless dedication and commitment to delivering reliable, easy-to-understand financial insights have firmly established Invest Yadnya as a beacon of financial enlightenment in India.



Chandan Singh Padiyar - Padiyars Financial Advisors

Chandan Singh Padiyar - Padiyars Financial Advisors

SEBI RIA No: INA000008251

Fee Only:

Hi, Chandan Singh Padiyar is a Fee-Only Financial Planner in Pune, Maharashtra, originally from Nainital, Uttarakhand, India. He is a 'SEBI REGISTERED INVESTMENT ADVISOR.'

His focus is to help clients design their financial lives, eliminating the complexities of money management and concerns about future financial needs. This allows him to concentrate on other crucial life aspects. He is fluent in Hindi, Kumauni, Marathi, and English.

His guiding principle is simplicity, which he applies in personal finance and shares with his clients. He emphasizes following the right financial processes over chasing extraordinary products.

Effective personal finance management is more about self-management than portfolio management. Clients' attitudes toward financial transactions and their responses to financial events determine their financial future.

The best approach to managing money is a 'Do It Yourself' (DIY) method. Everyone has unique personalities, mindsets, and habits, so personalizing financial management is essential, and no one can do it better than them.

DIY requires effort on clients' part to understand personal finance and concepts like asset classes, financial products, compounding, inflation, annuities, goal-setting, taxation, and more. The efforts are rewarding, but if it's not feasible or seems confusing, Chandan Singh Padiyar is here to assist.

D-7/1, Nirmal Township, Kale Padal Road, Sasane Nagar, Hadapsar, Pune - 411028, Maharashtra.


Raymond Moses - Money Works4 Me (The Alchemists Ark)

Raymond Moses - MoneyWorks4Me (The Alchemists Ark)

SEBI RIA No: INA000013323

Their journey into the world of financial services was not a premeditated one. Back in 2000, they initiated a Business Consulting and Training company based in Pune. It wasn't until 2008 when a disheartening experience involving investments in Mutual Funds (MF) and Unit Linked Insurance Plans (ULIPs) through the services of an MNC bank that they felt compelled to embark on a mission to make wealth creation through investing both secure and uncomplicated, specifically for retail investors like themselves.

However, the journey they embarked upon was far more challenging than they initially anticipated. Simplifying the investment process proved to be more complex than it appeared, and ensuring the safety of equity investments seemed like an intricate puzzle. Over time, they witnessed the markets oscillate from deep despair to irrational exuberance, a journey that presented them with valuable opportunities to test their investment models. Through continuous adaptation and refinement, they have tailored their models and offerings to cater to the unique profiles and needs of individual customers. Today, with their proprietary fundamental research and innovative Smart Investment Solutions like Portfolio Manager (Free), Omega (Paid), and Superstars (Paid), they take pride in saying that they have succeeded in making investing more secure, intelligent, and straightforward for all.

Their commitment to financial innovation and unwavering dedication to their mission have allowed them to redefine how people approach investing, providing them with the tools and knowledge they need to create wealth with confidence. As they continue to evolve and expand their offerings, they aim to empower investors and simplify their financial journeys. At MoneyWorks4Me (The Alchemists Ark), they are passionate about making your wealth-creation process Safer, Smarter, and Simpler.

B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045.


Vipin Khandelwal - Unovest

Vipin Khandelwal - Unovest

SEBI RIA No: INA000003643

Vipin Khandelwal is proud to be the owner of Unovest Financial Planners, with their roots firmly planted in the vibrant city of Mumbai.

The path to financial success may appear deceptively simple, but, like any journey, it has its fair share of obstacles. Market-linked investments are particularly susceptible to volatility, with their values constantly shifting in unpredictable ways. At times, even the most promising investments may temporarily lag behind expectations or, in the worst cases, face failures that can shake one's trust.

Investors also bear a significant responsibility. The constant noise on social media often lures them into a whirlwind of buying and selling. Exotic products that promise astronomical returns tend to captivate their attention, leading them to make impulsive and, sometimes, irreversible mistakes.

In these moments, investors might feel overwhelmed and question their financial abilities. They may even convince themselves that the financial system is rigged against them, believing that financial success is only attainable by a select few. Consequently, they retreat to inaction or make insignificant financial moves. The promise of wealth and financial freedom can seem like a distant dream during these moments.

However, Vipin holds a different perspective. While it's undeniable that life throws challenges our way, he firmly believes that there are aspects of our financial journey that we can control. By focusing on these controllable elements, both investors and Vipin have the potential to achieve outcomes that surpass their wildest imaginations. He doesn't make grand claims; rather, this realization is the fruit of direct experience and years of practice, forged through working closely with his investor clients.

806, Tower 9, Skyi Songbirds, Paud Road, Bhugaon, Pune, Maharashtra - 412115.


Arvinder Jit Singh - Finance First

Arvinder Jit Singh - Finance First

SEBI RIA No: INA000013527

Arvinder Jit Singh, the Managing Partner at Finance First Adviser, holds a degree in Mechanical Engineering from IIT Delhi and has completed a Post Graduate Diploma in Management.

With over 35 years of experience, Arvinder has led the Western Region for Bosch India's Original Equipment (OE) business, where he held significant P&L responsibility.

Arvinder demonstrates a profound interest in the realm of personal financial management and possesses a keen observational acumen concerning market dynamics and their impacts on individual wealth and financial objectives. Additionally, he holds certification as a financial advisor.

Notably, Arvinder hails from a lineage of mathematicians, underscoring his analytical prowess and strategic approach to financial advisory services.

H-502, Maestros, Salunke Vihar Road, Pune - 411040.


Gorakh Kadam

Gorakh Kadam

SEBI RIA No: INA000000441

Gorakh Kadam boasts over 15 years of in-depth expertise in equity research and a profound understanding of financial advisory principles. Graduating from Symbiosis College, Pune, and holding a postgraduate degree from Pune University, Gorakh also possesses an Accounting Technician certificate from the Institute of Chartered Accountants of India. Furthermore, he holds membership in ARIA, the Association of Registered Investment Advisers.

His practice is firmly rooted in core values including simplicity, clarity, understanding, trust, commitment, and diligent effort, all aimed at serving the best interests of his clients.

Gorakh adopts a comprehensive approach to address client needs, encompassing all facets of insurance and investments within his advisory framework. He specializes in offering personalized investment solutions tailored to meet individual client objectives within specified time frames, ensuring a holistic and suitable financial plan.

S 86, Destination Centre, Nanded city, Sinhgad Road, Pune - 411068.


How do I Find the Best Financial Planner in Pune?

When you’re searching for a wealth adviser or a financial planner in Pune, you may be wondering where to begin your search. More often than not, most people often ask “how do I find a good financial planner in Pune?”. Locating a good financial planner can be challenging, but it’s not hard.

Here is how to find a good financial planner in Pune:

  • Wealth Adviser Referrals: The traditional way of finding a financial planner is through personal and professional referrals.
  • Wealth Adviser or Financial Planner Association Websites: You can often locate financial planners through various association websites.
  • Using a Service Like ours - Best Financial Planners: Best Financial Planners helps you narrow down your search for a financial planner or a wealth adviser in Pune you can trust.

Even with the use of referrals and association websites, all the hard work is still going to come from your end. This means you’ll have to interview and research the shortlisted financial planners in Pune to ensure they’re the best fit for your needs. However, there is an easier way to find a financial planner: using Best Financial Planners helps you mitigate most of the hard work. We provide curated list of top 10 or best, trusted and reputable financial planners in Pune you can hold in high regard.

What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Pune?

Before you begin the process of choosing a financial adviser in Pune, you want to be sure the advisor you choose is right for you. All of our financial planners in Pune are highly rated and carry a proven success rate. However, you may want a wealth advisor who specialises in an area that’s custom-tailored to your goals.

Every financial planner or wealth adviser on Best Financial Planners carries a wealth of experience and expertise. However, each financial advisor will likely have their own area of expertise — an aspect that they’re best suited for. If your goals are long-term, short-term, high-risk, or low-risk, you want to be sure the wealth advisor you’re choosing is best for you.

Best Financial Planners helps you cut out the research phase of this stage by providing you with financial planners and their listed specialties. Simply look at the wealth adviser’s profile for the “best for” section to find a financial planner that matches your needs.

If you are looking for a financial planner in Pune, here are some key factors to consider:

  • Qualifications, Certifications, and Accreditations: Find out what qualifications, certifications, and accreditations do the financial planner has? These do not necessarily make them the best financial planners, but at least it sets a baseline of expertise.
    • If your chosen financial planner, wealth adviser, or investment advisor is a SEBI RIA then make sure he/she is registered with BASL as it is mandatory. You can verify this be visiting the BASL member check website and by entering financial planner's SEBI RIA no:.
    • Also you must find out whether your selected financial planner is an individual financial advisor or a corporate (LLP or Pvt Ltd) financial advisor. Usually, individual financial planners are more keen to provide you a reliable financial planning advice or wealth growth advice as they are fee-only financial planners, however, there are a few fee-only corporate financial planners too. In India, corporate financial advisors can be both RIA and Mutual Fund Distributors, however, they can not provide both services to the same client. Whereas, individual financial advisors can only provide fee-only financial advisory services.
      For example - Following are 3 types of financial planners, wealth advisors, or investment advisers in India:
    • Another thing you must make sure is that your chosen financial planner MUST NOT be providing any stock tipping business activities. We do not list any such financial planners on our website, however, we CAN NOT guarantee if any listed financial planner is providing such activities.
  • Specializations and Type of Clientele: Then, find out if they have any particular specialisation or type of clientele? This can help you determine if they are best suited for your type of situation. For example: Find out if your chosen financial planner specialises in the investment advisory category you are looking for, such as, retirement, children education, tax planning, debt restructuring, etc.
  • Communication: Finally, find out what is their communication like? You need to know that you can communicate easily with them and that they will listen to your concerns and answer you questions in a timely manner. Overall, you need to be comfortable with your financial planner as you are usually dealing with some very intimate issues.

More about our financial planners in Pune?

Most of the financial planners listed by us in Pune are licensed, highly reputable, and discoverable through FPSB and SEBI RIA registrations. When we choose which financial planner to list for our website consumers, we go through a strict process of research that includes looking into the wealth advisor’s success rate, track record, specialties, and more. Whatever your situation may be, we’re confident that you will have no problem finding a financial planner that fits your needs and can get the financial planning job done at a great success for you eventually growing your wealth.