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what we do

Holistic financial planning solutions for goal-based investments

More than 70% of Indians feel they need more education for financial planning. We give you the right advice to utilize your hard-earned money in the best way possible.

Our in-depth understanding of different investment options combined with attention to clients’ specific goal-based requirements translates into the most rewarding financial portfolios. Our range of services and unbiased outlook for investment solutions has reaped benefits for our clients.

Vision

To be an organization synonymous with excellence in financial planning and customer satisfaction.

Mission

To create successful investment portfolios for 1 million middle-income Indians and help them realize their goals.

Focus

To deliver healthy long-term returns for our client’s investments while keeping risk to a minimum.

Amol Wadkar

Founder

Amol is an investment wizard having over a decade of experience in the sector. With a post-graduate degree in economics and an enthusiastic approach towards his work, he has helped many a client meet their financial goals. He believes in the relevance of customizations and keeps transparency and timely delivery at the forefront of all his dealings.

Amol Wadkar : Director at AMOWA - Certified Financial Planners in Pune [CFP]

Amol Wadkar

Founder

Amol is an investment wizard having over a decade of experience in the sector. With a post-graduate degree in economics and an enthusiastic approach towards his work, he has helped many a client meet their financial goals. He believes in the relevance of customizations and keeps transparency and timely delivery at the forefront of all his dealings.

“We focus on people and not just the numbers to make investments truly successful for our clients.”

our portfolio

Take a Look

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testimonials

From our valued clients

“I am very pleased with the work done by Mr. Amol Wadkar. He is handling life insurance, health insurance, SIPs for me since 2012 and has done outstanding job. Amol has led the efforts in this area and has an excellent understanding of the financial services. He has provided the right inputs and feedback on a continuous basis which is much appreciated.”

Mr. Vijaykumar Hotkar (40)

IT Engineer

“We were misguided by certain Financial advisory firms. After consulting Amol, he understood our financial goals and has been handling our financials effectively that yielded very good results. He is always our go to person for financial investments and security matters.”

Mr. Pravin Nazirkar (52) & Mrs. Sonali Nazirkar (47)

“Working with Amol, my portfolio has grown multifold. The trust created by Amol with his transparent working gave me confidence to not only have my individual portfolio managed through him but he manages my mother’s and wife’s portfolios as well. I recommended him within my family and sisters and they too have benefitted immensely. Thank you, Amol, for services rendered to me and my family. I can surely retire rich. “

Harshal Kulkarni (40)

R&D Professional

“Working with Amol, my portfolio has grown multifold. The trust created by Amol with his transparent working gave me confidence to not only have my individual portfolio managed through him but he manages my mother’s and wife’s portfolios as well. I recommended him within my family and sisters and they too have benefitted immensely. Thank you, Amol, for services rendered to me and my family. I can surely retire rich. “

Harshal Kulkarni (40)

R&D Professional

“We were misguided by certain Financial advisory firms. After consulting Amol, he understood our financial goals and has been handling our financials effectively that yielded very good results. He is always our go to person for financial investments and security matters.”

Mr. Pravin Nazirkar (52) & Mrs. Sonali Nazirkar (47)

“I am very pleased with the work done by Mr. Amol Wadkar. He is handling life insurance, health insurance, SIPs for me since 2012 and has done outstanding job. Amol has led the efforts in this area and has an excellent understanding of the financial services. He has provided the right inputs and feedback on a continuous basis which is much appreciated.”

Mr. Vijaykumar Hotkar (40)

IT Engineer
recent articles

From our blogs.

We work with the best brands

We work with the best brands

Mutual Funds
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Our Initiatives

Creating a secure investing environment

The investment market is a dynamic place with changing investment possibilities and risks. In such a scenario, investor awareness is of prime importance. We take it upon ourself to educate not only our clients, but all types of investors who are exploring financial planning options.

Our Investor Awareness Programs deal with different types of topics and are suitable for all levels of investor maturities. We plan to expand these programs and contribute to a more secure investment environment.


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