Certified Financial Planner in Pune • Goal-based Investing

Plan wealth with clarity & confidence

Hi, I’m Abhijeet PinjarkarCertified Financial Planner & Investment Consultant with 12+ years of experience helping families and professionals across Maharashtra build, protect, and grow wealth.

₹25 Cr+

Assets advised*

500+

SIPs & portfolios

12+ yrs

Wealth management

*Illustrative credentials; actual figures on request.

Financial planning illustration

About Abhijeet Pinjarkar

Who I Work With

Salaried professionals, business owners, NRIs, and retirees who value a structured plan for wealth creation and protection.

Approach

We begin with your life goals, map cashflows, insure risks, optimise taxes, and build diversified portfolios using evidence‑based principles.

Region Served

Serving clients across Pune, Aurangabad, Nanded and all of Maharashtra, with digital onboarding available PAN‑India.

Advisory Services

Comprehensive Financial Planning

Goal setting, cashflow, risk cover, asset allocation, and annual reviews.

Investment Advisory

SIPs, lump sum, portfolio rebalancing, and long‑term wealth strategies.

Protection & Risk

Life, health, and term insurance suitability assessments.

Tax Planning

80C, 80D, capital gains management, and tax‑efficient withdrawals.

Retirement Planning

Corpus calculation, SWP design, and inflation‑adjusted income mapping.

Estate Planning

Wills, nominations, and inter‑generational wealth transfer basics.

Plan For Your Goals

Children’s Education

Estimate future costs and invest via targeted SIPs.

Buying a Home

Down‑payment planning, home‑loan EMI sizing, and protection.

Retirement Independence

Calculate retirement corpus and design an SWP that lasts.

Financial Calculators

SIP Calculator

Calculate the future value of your monthly SIP contributions.

Contact

Name: Abhijeet Pinjarkar
Designation: Certified Financial Planner & Investment Consultant
Experience: 12+ years in wealth management
City: Pune, Maharashtra

Disclaimer: Calculators provide illustrative results only and are not investment advice. Returns are market‑linked and not guaranteed.

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