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We help Individuals achieve Financial Goals & Maximize Wealth
Financial Advisor In Pune
Pune, India is a rapidly growing city with a thriving economy. Here are some factors contributing to the financial growth in Pune: Information Technology: Pune is one of the largest IT hubs in India, with many multinational corporations having their offices in the city. The IT industry has been a major contributor to Pune’s economic growth.
Pune has a strong manufacturing industry, with companies in sectors such as automobile, engineering, and pharmaceuticals. This has helped the city attract significant investments and create job opportunities.
Pune is known as the “Oxford of the East” due to its many educational institutions, including universities, colleges, and research centers. This has helped create a skilled workforce and attract talent from all over India and the world.
Pune has seen significant infrastructure development in recent years, including the expansion of the Pune Metro, the construction of new highways and bridges, and the development of the Pune airport. This has improved connectivity and accessibility to the city, making it more attractive for businesses and investors.
Pune has a thriving startup ecosystem, with many young entrepreneurs launching innovative businesses. The city has seen many successful startups in sectors such as technology, healthcare, and food and beverage.
Overall, these factors have contributed to the financial growth of Pune, making it an attractive destination for businesses, investors, and professionals.
Why You Need Financial Advisor In Pune?
There are several reasons why you might need a financial advisor in Pune, India. Here are a few:
A financial advisor can help you plan for your retirement by suggesting investment options that can help you achieve your financial goals.
Retirement planning
An advisor can help you optimize your tax situation by suggesting strategies that can reduce your tax liability
Tax planning
A financial advisor can educate you about various financial concepts and strategies, so you can make informed decisions about your finances.
Financial education
An advisor can help you create an estate plan that will ensure your assets are distributed according to your wishes after your death.
Estate planning:
"Me and My family have been their clients since my first paycheck. Couldnt trust anyone else more with my finances . Highly recommend their services for anyone looking for a trusted financial advisor"
“Investment with them has been a wonderful experience. I approached them at a time when I was confused about my savings and investment and wanted a structure plan which also helps me in my tax saving"
“They have helped me chalk out a clear plan sticking to my financial goals and have been responsive to all my queries with utmost patience and professionalism.Thanks Alok and Yashodhan for your honest services"
"Before PrimeWealth I was very confused about planning my finances and had no idea about Mutual funds and Insurance. But now team PrimeWealth handles everything for me and i can sleep at peace"
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We take care of your Investments, Insurances, Taxes & Estate Plan
Financial planning should take all aspects of your financial life into account. We Provide Fiduciary Financial Planning to Individuals and Families in Pune - Maharashtra and Nationwide
Client’s Best Interest
Your financial life is our priority. Your needs, interests and requirements define our advice and your financial decisions.
Goal Based Approach
Financial Freedom is achieved when we Invest towards our Goals and Not by simply Investing to Maximize our return on Investment
Holistic Philosophy
Diversified Invesments, Insurance Adequacy and Optimizing Loan and Taxes. Everything under One Roof.
You have Questions
we have Answers .
First, it’s more than just an acronym. Unlike some designations that are worth little more than the paper they’re printed on, the CFP ® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most esteemed financial certificates around. Each CFP ® is held to an extremely high standard and requires an immense amount of work. Typically nine months to two years of study. When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.
Yes , We help you reduce tax burden., plan for future taxes and also promptly file your taxes. Our In-house C.A specializes in helping service professional save on taxes and plan efficiently.
We don’t directly or indirectly hold your money in our accounts, we just help you to enable the transactions. We guide you to invest your money in various financial products according to your life goals. We provide a platform, where you will have the benefits to access to your investment accounts. We regularly mail statements to our client for utmost transparency.
We serve people from private service background. We specialize in advising IT professionals and their families as we have in depth clarity about their life stages and financial cycles. Anyone with an annual household income of more than Rs. 10,00,000( both spouses combined ) can opt for our services.
You have Questions, we have Answers.
We believe in making things simple to understand and being completely transparent at the same time.
Financial planning is the practice of putting together a plan for your future. It involves looking at a client’s entire financial picture and advising them on how to achieve their short-term and long-term financial goals. From crafting a plan for child’s education to planning for retirement it includes every aspect of life which enable people to make the most of their lives.
First, it’s more than just an acronym. Unlike some designations that are worth little more than the paper they’re printed on, the CFP ® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most esteemed financial certificates around. Each CFP ® is held to an extremely high standard and requires an immense amount of work. Typically nine months to two years of study. When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.
We don’t directly or indirectly hold your money in our accounts, we just help you to enable the transactions. We guide you to invest your money in various financial products according to your life goals. We provide a platform, where you will have the benefits to access to your investment accounts. We regularly mail statements to our client for utmost transparency.
Properly managing your investments and making the right financial decisions takes time, skill, and effort. It’s not a one-time thing, either. Finding time to research financial questions, evaluate your options, and execute a decision takes time. Are you willing to put your precious time to do all this research and still be under-confident about your financial decisions? Instead, you can go on a vacation, learn a musical instrument and spend quality time with loved ones by hiring an advisor who will buy all your headaches keeping you at comfort. In simple words there are lots of videos on internet about weight loss still we hire a dietician, I think this answers all.
We serve people from private service background. We specialize in advising IT professionals and their families as we have in depth clarity about their life stages and financial cycles. Anyone with an annual household income of more than Rs. 10,00,000( both spouses combined ) can opt for our services.
Yes , We help you reduce tax burden., plan for future taxes and also promptly file your taxes. Our In-house C.A specializes in helping service professional save on taxes and plan efficiently.
You have Questions, we have Answers.
We believe in making things simple to understand and being completely transparent at the same time.
Financial planning is the practice of putting together a plan for your future. It involves looking at a client’s entire financial picture and advising them on how to achieve their short-term and long-term financial goals. From crafting a plan for child’s education to planning for retirement it includes every aspect of life which enable people to make the most of their lives
Properly managing your investments and making the right financial decisions takes time, skill, and effort. It’s not a one-time thing, either. Finding time to research financial questions, evaluate your options, and execute a decision takes time. Are you willing to put your precious time to do all this research and still be under-confident about your financial decisions? Instead, you can go on a vacation, learn a musical instrument and spend quality time with loved ones by hiring an advisor who will buy all your headaches keeping you at comfort. In simple words there are lots of videos on internet about weight loss still we hire a dietician, I think this answers all.
We serve people from private service background.We specialize in service IT professionals and their families as we have in depth clarity about their life stages and financial cycles Anyone with an annual household income of more than Rs. 10,00,000( both spouses combined ) can opt for our services.
We don’t directly or indirectly hold your money in our accounts, we just help you to enable the transactions. We guide you to invest your money in various financial products according to your life goals. We provide a platform, where you will have the benefits to access to your investment accounts. We regularly mail statements to our client for utmost transparency.
Yes , We help you reduce tax burden., plan for future taxes and also promptly file your taxes. Our In-house C.A specializes in helping service professional save on taxes and plan efficiently
First, it’s more than just an acronym. Unlike some designations that are worth little more than the paper they’re printed on, the CFP ® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most esteemed financial certificates around. Each CFP ® is held to an extremely high standard and requires an immense amount of work. Typically nine months to two years of study. When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.
What they say about us
95% of our existing clients have refered their friends and family to us. Our numbers along with our dedication and honesty have never let us down. We understand that wealth management is not only a mathematical and logical challenge but it’s more about TRUST & TRANSPARENCY
"Me and My family have been their clients since my first paycheck. Couldn't trust anyone else more with my finances. Highly recommend their services for anyone looking for a trusted financial advisor"
Nishant Gawande
Manager, Nestle
“Investment with them has been a wonderful experience. I approached them at a time when I was confused about my savings and investments and wanted a structure plan which also helps me in my tax saving"
Sourabh Kabra
Product Manager, Testbook
“They have helped me chalk out a clear plan sticking to my financial goals and have been responsive to all my queries with utmost patience and professionalism. Thanks Alok and Yashodhan for your honest services”
Abhinav Deshpande
Java Developer, Avaya
“Before PrimeWealth I was very confused about planning my finances and had no idea about Mutual funds and Insurance. But now team PrimeWealth handles everything for me and I can sleep in peace.
Pratik Rajurkar
Consultant to Govt. Of India
"Me and My family have been their clients since my first paycheck. Couldnt trust anyone else more with my finances . Highly recommend their services for anyone looking for a trusted financial advisor"
“Investment with them has been a wonderful experience. I approached them at a time when I was confused about my savings and investment and wanted a structure plan which also helps me in my tax saving"
“They have helped me chalk out a clear plan sticking to my financial goals and have been responsive to all my queries with utmost patience and professionalism.Thanks Alok and Yashodhan for your honest services"
"Before PrimeWealth I was very confused about planning my finances and had no idea about Mutual funds and Insurance. But now team PrimeWealth handles everything for me and i can sleep at peace"
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Meet Our Team
At PrimeWealth, we work as a team, all working together to deliver massive value to clients. Thanks to the wonders of technology, no matter who you talk with on our team, we are all collaborating towards your success.
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)
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)
Let the numbers speak
With great numbers comes great trust and responsibilities
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Clients Retained
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Asset Managed
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Experience
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Families Educated
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One document that gives a Holistic View of you financial life.
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Our Customer’s Success Stories
Our financial planning and investment management success stories will provide you with an in-depth example of working with a CFP Professional
" We need to start planning and investing"
Amey and Shreya
- Late 20s
- Both work in Tech Companies
- Need a strategy to start investing towards buying a home together and save for future goals
“Will need to ensure that we have enough?.”
Rohit and Pooja
- Early 40s
- Never consulted a financial advisor before
- Daughter's Higher education, marriage are concerns
"Can we maintain lifestyle after Retirement?."
Prabhu and Rukmini
- Early 60s
- No Government Pension. Rely on on Rental income from property
- Concern is to diversify income and passing on wealth to heirs.
