We’re passionate about serving Individual & Families. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs.
We give more than just investment advice. Financial planning should take all aspects of your financial life into account – from budgeting, to cash flow, to savings, to debt management, to estate planning, to risk management, to tax planning. Investing is just one piece of the puzzle.
You deserve financial advice that’s precise, actionable, and easy to understand. Our goal is to help empower you to make exceptional financial decisions.
We are legally obligated to put your best interest ahead of our own – and believe that’s how all financial planning should be.
S.N. Dubey
, Founder
Mutual Fund Advisor (20+yrs Experience)
Association of Mutual Funds in India (AMFI)
He started his career in Financial Planning in the year 2004 when people weren’t even much aware of stock market and equity as an asset class for investments. Those were the days when financial investments used to mean insurance policies and providents funds. It was since then he began spreading awareness about the financial literacy and wealth creation for future goals.
Alok Dubey
, Lead Advisor
Certified Financial Planner (CFP) (10+ yrs Experience)
Financial Planning Standards Board, India(FPSB india)
Alok is passionate about working with NRIs and their families to create financial plans that take complex money-issues and simplify them. He has been learning about Investments and Equities since the age of 12 at his father’s firm. Alok’s biggest goal is to help his clients free up their time so that they can focus on what matters in life, all while growing their wealth and meeting their goals.
During Weekends, he loves to spend time with his family and looking out for new food joints in and around Pune.
Yashodhan Tak
, Lead Advisor
Financial Planner & Advisor (FPA) (5+ yrs Experience)
Association of International Wealth Management in India(AIWMI) | NISM Certified Investment Advisor
Yashodhan has a very optimistic approach towards life. He is fueled by his passion for setting up people free from financial burdens. He constantly strives to upgrade his knowledge to help his clients and achieve their goals comfortably. His aim is to help IT professionals to create a viable and truly personalized financial strategy.
He is a hardcore sports enthusiast and loves exploring and hiking particularly on weekends.
Nishant Gawande
, Lead Advisor
MBA (IIM Mumbai), NISM Certified Investment Advisor | 7+ yrs Experience
Nishant blends a deep understanding of finance, global macroeconomics and a keen interest in helping people make the right investments and financial decisions . Having grown up in a home where money matters were discussed openly, he realized how rare that was, and made it his mission to offer financial advice that feels safe, relatable, and trustworthy. He believes in simplifying finance, offering clarity, and building real relationships.
In his personal time, he enjoys football, singing, and playing the guitar.
Varad Bhandari
, Lead Advisor
MBA (Banking & Finance) (5+ yrs Experience)
Varad Bhandari is a dedicated Wealth Planner at PrimeWealth who loves helping people manage their money better. He is passionate about personal finance, he enjoys figuring out the best ways for his clients to save, invest, and grow their wealth. Varad believes in making complicated financial ideas simple and easy to understand, so his clients can feel confident about their financial future.
When he’s not working, Varad enjoys diving into a good book or watching movies.
Aniket Shinde
, Finanical Planner
Certified Financial Planner (CFP) (6+ yrs Experience)
Aniket is an enthusiastic financial planner who genuinely enjoys helping people take control of their finances and work toward their life goals. He believes financial planning should feel personal and empowering, not overwhelming. Known for his approachable and helpful nature, Aniket focuses on simplifying money matters so clients feel confident in their decisions. His passion lies in creating clarity and celebrating every milestone his clients achieve.
When he’s not working, Aniket enjoys spending time with friends and staying curious about all things personal finance.
Vrushali Nandedkar
, Client Service Manager
Vrushali brings 17 years of financial services experience to her role as Service Manager at PrimeWealth. Armed with a People Management Diploma, she has been an integral part of our team for over five years. As the go-to person for both clients and staff, Vrushali’s energetic approach and expertise keep our office environment buzzing with productive conversations.
Beyond her professional life, Vrushali values work-life balance. She loves spending quality time with her family and exploring the city whenever possible.
Amit More
, Client Service Manager
Amit has played a pivotal role in delivering service to our client. He has developed comprehensive understanding of operation for ensuring seamless functioning of transactions. He specializes in conducting thorough KYC verification process to ensure robust compliance.
When not occupied with work, he likes to play cricket. He’s also a movie buff and never misses a chance to watch blockbuster with his near and dear ones.
Through our pro bono program, hundreds of unprivileged individuals and families can have access to the highest standard financial advice, the same high level provided to each one of our paying clients. This individual could your building security guard, your house maid, your office helper guy etc.
Prime Wealth hosts pro bono financial planning day once a month. During your 45-minute phone session, we will help them clarify the steps they can take now to achieve your most important life goals.
- How to track your spending and create a budget
- How to save for the future
- How much cash to keep in an emergency fund
- How to align your investments with your goals
- Types of insurance you need (or don’t)
- Renting versus buying a home
- Preparing for an elderly parent’s care
- Planning for a child’s education
- How to pay off credit card and other debt
- Overall financial wellness