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Pune
We are chartered accountancy firm providing a range of services right from Tax Consultancy to Business/Accounts Management Services to business. Our core competence is Tax Compliance, Tax filing, Tax Planning and Investment Advisory. Looking forward to hear from you!!
Pune
We are professional Company with Dedicated Team , Prompt Service , excellent Creative and Latest Technology is used to capture your event.
Pune
Established in the year 2020, FinBerg Pvt. Wealth is a Team of Competitive Professional offering Wealth Management Services. The Organisation is Head Quartered in Pune, Maharashtra. The Team is well equipped with the latest technology and research to help our clients in making the best investment decisions. We have a wide variety of Investment products to help our clients in achieving their financial goals most comfortably.
Pune
VNN Wealth is an end-to-end financial services and wealth management firm that works with business owners, professionals, and families who desire our personal, yet structured process for planning and investing. With over 25 years of combined team experience in financial advisory and managing wealth, VNN Wealth's client base extends across 9 countries, including India, Singapore, Malaysia, Hong Kong, Dubai, Spain, Canada, USA and the UK.
Pune
We are The Indian Capital firm, deal in all kind of financial planning, tax planning for indivisual and corporate company. Services provided are tax savings under section 80c, 1010 d, 37 (1) 80D. Planning for retirement, short term, equity-based, ULIP , Life insurance, Term, Medical and SIP
Midas Wealth Advisory Pvt Ltd, established in 2011, specializes in comprehensive financial planning and wealth management services. With a history dating back to 1993, the Founder Director has a strong background in financial and tax planning. The company offers a diverse range of financial services encompassing risk management, retirement planning, cash flow management, wealth creation, tax planning, and estate planning. Their expertise spans various financial products such as mutual funds, AIF, PMS, direct equity, insurance, corporate FDs, bonds, commodities, global equity, and commodities. As trusted advisors, they serve over 500 families nationwide, including NRI clients. The company ensures up-to-date portfolio reports and support through its dedicated webpage, mobile app, and a qualified team of 8-10 professionals compliant with regulatory standards.
Currently, company is advising and providing services in diversified financial services in the area of Risk management retirement planning cash flow mgt wealth creation tax planning and estate planning through different financial product and services like mutual funds AIF PMS, Direct equity, equity advisory, insurance like health and Life ins , corp FD , Corporate Bonds, commodity , Global equity and commodity.
Understanding the crucial necessity for professional financial planning and wealth creation in India, our Founder Director, Mr. RK Agrawal, recognized the void left by unskilled and unprofessional entities, leading to significant financial scams. This realization prompted the urgent need for a company that operates with professionalism, expertise, proper qualifications, and strict compliance adherence. Identifying the potential and community demand for robust financial planning, Mr. Agrawal, a technologically adept individual, prioritized hassle-free operations and services utilizing the latest technology.
The advent of technological advancements has empowered our business to extend scalable services to remote regions in India and globally. The acknowledgment of Team Midas' expertise by our esteemed clientele reinforces our commitment to providing exceptional services.
With a steadfast belief in asset allocation and risk management over the last two decades, Midas Wealth Advisory Pvt Ltd guided its clients through diverse asset classes during the challenging Covid period. During times akin to the Covid situation, substantial market corrections in equities prompted us to recalibrate portfolio risk appetites, ensuring that our clients benefit maximally from our knowledge and experience.
With three decades of experience, we have honed our expertise to provide astute financial advice and foster lasting client relationships. We provide astute financial planning and Wealth Management.
Midas Wealth Advisory offers a seamless digital experience with our dedicated webpage, client onboarding online, and proprietary mobile app. Leveraging sophisticated software, our office is equipped with Zoom meeting and studio rooms, along with a conference room, enabling comprehensive online counseling services for our clients to address your unique needs and explore strategic alterations to achieve your evolving portfolio goals.
We also communicate on
- WhatsApp (9545572086)
- Email (2neilkulkarni@gmail.com)
With a steadfast commitment to asset allocation and risk management over the past two decades, Midas Wealth Advisory Pvt Ltd has diversified its clients' asset classes, particularly during the Covid period. The market witnessed significant corrections in equity markets during such challenging times. As a result, we diligently reshaped portfolio risk appetites to ensure our clients maximized the benefits derived from our knowledge and experience.
4.80/5.00
based on 423 reviews
The average rating for Bark Financial Advisors in Pune is 4.80, based on 423 reviews.
