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Financial Planner

Trusted Certified Financial Planner
in Pune, India..

  • 15+ Years of Experience in Investment Consulting & Wealth Management - helping clients build wealth with confidence and clarity.
  • Led by Niraj Nanal, a Certified Financial Planner (CFPCM) & Registered Life Planner (RLP®) with unmatched expertise in both traditional financial planning & life-centric guidance.
  • Min project size
    $1,000+
  • Hourly rate
    < $25 / hr
  • Employees
    2 - 9
  • Locations
    Pune, India
  • Year founded
    Founded 2000

1 Locations

  • Pune , India

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    Our Story

    Led by Niraj Nanal, a Certified Financial Planner (CFP®) and Registered Life Planner (RLP®), our team specializes in financial planning, wealth management, retirement planning, and life-centric financial strategies for professionals, doctors, NRIs, families, and business owners. With 15+ years of experience and over 100 delighted clients, we focus on personalized, goal-based planning that aligns money with life goals—not just investments. 

    Locations (1)

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

    2 - 5

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