Manage and streamline operations across multiple locations, sales channels, and employees to has improve efficiency and your bottom line.
- Pune
- 7719917444
- rajendra@puneinvest.com
- https://puneinvest.com
FINANCIAL ADVISOR
Investment Service made easy
Your path to financial success
Map Your Financial Future
Interactive Tools for Clear Planning
Ready to build a stronger financial future? Start by checking your health or exploring a calculator, then let’s talk about your personalized strategy.
Financial Calculator
Turn your goals into numbers. Use our simple, calculators to project your needs for retirement, education, or wealth creation.
Financial Health
Are you on track? confidential health check helps you understand your current financial position, identify strengths, and spot areas for improvement.
Useful Links
Empower yourself with insight. Access a curated collection of guides, regulatory links to stay informed and make confident financial decisions.
ABOUT
Investment Guidance Built Around Your Life
You have goals. My role is to provide the map and the tools to reach them.
I help you navigate key financial needs:
✔ Retirement Planning: Build a corpus for a stress-free future.
✔ Children's Future: Securely fund education and other milestones.
✔ Wealth Creation: Grow your capital thoughtfully over time.
✔ Wealth Preservation: Protect and manage what you've already earned.
Your Access to Smarter Investing
I offer unbiased access to a full spectrum of investment options, from Mutual Funds to specialized portfolio services. This means you get a strategy that's truly built for you, not a one-size-fits-all product.
- A secure retirement
- Your child's education
- Growing your wealth
- Finance Growth
- Protecting what you've built
Rajendra Todkar
Founder, PuneInvest
WHAT WE OFFER
We Deal With All Aspects Of The
Financial Service
Investment you need
Investing in mutual funds is a smart option to grow your wealth. Large Mid & Small Cap Fund
Fixed Deposit offer guaranteed returns with minimum risk, ideal for safe and stable investment growth.
General Insurance offer comprehensive protection for your asset and help mitigate financial risk.
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Portfolio Management Services designs to grow and protect your wealth through tailored strategies.
SIF provide strategic, diversify, professionally managed investment opportunities for long term investor.
14
%
CAGR
WHY CHOOSE OUR SERVICES
Secure your future through systematic investment
select your goal and calculate how much you need to invest
- SIP Wealth Creation
- Child Education
- Child Marriage
- Retirement Plan
- Dream Vaction Plan
- Dream House Plan
WE HELP YOU ON EVERY STEP OF THE JOURNEY
We Make Simple Process
To Get Good Results
Task Analysis
1
Understanding your unique story
We begin by listening. Through a detailed analysis of your current finances, goals, and risk comfort, we build a complete picture of where you are today and where you want to be.
Market Research
2
Finding the right opportunities for you
We then navigate the markets on your behalf. Our research identifies suitable investment avenues and strategies that align with your analysis, focusing on alignment, not just availability.
Make a strong Plan
3
Your personalized roadmap to success
Clarity comes with a plan. We translate the analysis and research into a structured, easy-to-understand financial blueprint tailored to your life’s goals and timeline.
Take Action
4
Implementing your strategy with precision.
We move from plan to portfolio. Together, we execute the strategy, setting up your investments and providing clear instructions for the first step and beyond.
EXTREME PEOPLE FOR US
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