Contact Niraj Nanal
Get a custom proposalFinancial 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.
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Min project size
$1,000+
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Hourly rate
< $25 / hr
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Employees
2 - 9
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Locations
Pune, India
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Year founded
Founded 2000
1 Locations
- Pune , India
Service Lines
- Financial Consulting
- 15%
- Digital Asset Management
- 10%
No Focus Areas have been added yet…
Industries
- Information technology
- 30%
- Medical
- 30%
- Advertising & marketing
- 20%
- Manufacturing
- 10%
- Arts, entertainment & music
- 5%
- Media
- 5%
Clients
- Enterprise (>$1B)
- 50%
- Small Business (<$10M)
- 30%
- Midmarket ($10M - $1B)
- 20%
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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.
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