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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.
Our Investment Philosophy
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.
Team Members
S.N Dubey
Mutual Fund Advisor (17+yrs Experience)
Alok dubey
Certified Financial Planner (CFP)
Yashodhan Tak
Chartered Wealth Manager (CWM)
Bhushan Patil
Qualified Personal Finance Professional (QPFP)
Our Team
We are happy when our customers are happy
S.N Dubey
Mutual Fund Advisor (17+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 litteracy and wealth creation for future goals.
Alok Dubey
Certified Financial Planner (CFP)
Financial Planning Standards Board, India(FPSB india)
Alok is passionate about working with I.T Professionals 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
Financial Planner & Advisor (FPA)
Association of International Wealth Management in India(AIWMI)
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.
Bhushan Patil
Qualified Personal Finance Professional (QPFP)
Passional About Personal Finance
Since a very young age, Bhushan has been keen on how people behave with their money and make decisions around it. He loves to be the person who helps clients understand their current situations and whether they will be in a position to achieve their financial goals. He is pursuing his CFP certification.
Pro-Bono Services
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
