Finance & Investment · Pune, India

Finance & Investment Experts in Pune, India

Browse 60 verified Finance & Investment professionals based in Pune, India on Prezlo.

Finance & Investment📍 Pune, India
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If you're looking for a verified and licensed Finance & Investment expert in Pune, India, these trusted professionals are a strong starting point. Their specialties include Investment Strategy Development, Retirement Planning, Portfolio Management and Wealth Management. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Vinod Goswami

Vinod Goswami

Investment Strategy Development with expertise in Retirement Planning

Finance & Investment 📍 Pune, India
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Pradnya Patil

Pradnya Patil

Pune-based Investment Strategy Development specialist

Finance & Investment 📍 Pune, India
Investment Strategy DevelopmentPortfolio ManagementRisk Assessment
Ninad K Patil 🇮🇳

Ninad K Patil 🇮🇳

Wealth Management practitioner | Investment Strategy

Finance & Investment 📍 Pune, India
Wealth ManagementInvestment StrategyRetirement Planning
Satish Pandhare

Satish Pandhare

Finance & Investment specializing in Quickbooks Bookkeeping

Finance & Investment 📍 Pune, India
QuickBooks BookkeepingFinancial AnalysisTax Planning
Shardul Joshi, CFA

Shardul Joshi, CFA

Finance & Investment specializing in Wealth Management

Finance & Investment 📍 Pune, India
Wealth ManagementPortfolio AnalysisRisk Assessment
Sampanna Kivlekar

Sampanna Kivlekar

Crafting Tailored Wealth Strategies for Lasting Financial Success

Finance & Investment 📍 Pune, India
Investment StrategyPortfolio ManagementRetirement Planning
Abhijeet Kakade

Abhijeet Kakade

Wealth Management | Pune

Finance & Investment 📍 Pune, India
Wealth ManagementPortfolio DiversificationRisk Assessment
Sanjay Nanda

Sanjay Nanda

Wealth Management professional in Pune

Finance & Investment 📍 Pune, India
Wealth ManagementInvestment AdvisoryPortfolio Management
Manoj Kulkarni

Manoj Kulkarni

Personal Insurance Planning practitioner | Investment Advisory

Finance & Investment 📍 Pune, India
Personal Insurance PlanningInvestment AdvisoryRetirement Planning
Vaishali Jain

Vaishali Jain

Tax Planning & Compliance | Financial Risk Management | Investment Advisory

Finance & Investment 📍 Pune, India
Tax Planning & ComplianceFinancial Risk ManagementInvestment Advisory
Robin Abraham

Robin Abraham

Personal Financial Planning and Investment Management expert

Finance & Investment 📍 Pune, India
Personal Financial PlanningInvestment ManagementRetirement Planning
Paresh Adhiya

Paresh Adhiya

Tailored Wealth Management for HNI and Ultra HNI Clients

Finance & Investment 📍 Pune, India
Portfolio ManagementRisk AssessmentInvestment Solutions
Nidhi Jain

Nidhi Jain

Investment Portfolio Management and Retirement Planning Finance

Finance & Investment 📍 Pune, India
Investment Portfolio ManagementRetirement PlanningTax Optimization
Sacchi Mehta

Sacchi Mehta

Aspiring Finance Professional with a Focus on Investment Analysis

Finance & Investment 📍 Pune, India
Investment ManagementFinancial AnalysisPortfolio Management
Nilesh Bajaj

Nilesh Bajaj

Personal Financial Planning: Investment Advisory

Finance & Investment 📍 Pune, India
Personal Financial PlanningInvestment AdvisoryRetirement Planning
Joan Varrone, MS, MBA

Joan Varrone, MS, MBA

Financial Strategy Development — Risk Management Consulting

Finance & Investment 📍 Pune, India
Financial Strategy DevelopmentRisk Management ConsultingInvestment Analysis
Vinayak Kolaskar

Vinayak Kolaskar

Equity Trading: Portfolio Management

Finance & Investment 📍 Pune, India
Equity TradingPortfolio ManagementMarket Analysis
Yash Kate

Yash Kate

Financial Planning and Mutual Fund Advisory expert

Finance & Investment 📍 Pune, India
Financial PlanningMutual Fund AdvisoryInvestment Portfolio Management
Bharat Phatak

Bharat Phatak

Investment Strategy Development authority | Portfolio Management

Finance & Investment 📍 Pune, India
Investment Strategy DevelopmentPortfolio ManagementFinancial Risk Assessment
Meghashyam Sinkar

Meghashyam Sinkar

Investment Strategy Development with expertise in Retirement Planning

Finance & Investment 📍 Pune, India
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Vishnu&Rupali Rane-Pune

Vishnu&Rupali Rane-Pune

Insurance Consulting with expertise in Investment Advisory

Finance & Investment 📍 Pune, India
Insurance ConsultingInvestment AdvisoryRetirement Planning
Vikas Kumar Jha

Vikas Kumar Jha

Retirement Planning | Investment Portfolio Management | Tax Optimization

Finance & Investment 📍 Pune, India
Retirement PlanningInvestment Portfolio ManagementTax Optimization
Amruta Kodilkar

Amruta Kodilkar

Tailored Investment Strategies for Sustainable Wealth Growth

Finance & Investment 📍 Pune, India
Investment Portfolio ManagementRetirement PlanningTax Optimization
Ruchi Patne‏

Ruchi Patne‏

Finance & Investment specializing in Investment Advisory

Finance & Investment 📍 Pune, India
Investment AdvisoryRetirement PlanningTax Optimization
Rajeev Kumar

Rajeev Kumar

Investment Strategy Development | Finance based in Pune

Finance & Investment 📍 Pune, India
Investment Strategy DevelopmentPortfolio ManagementFinancial Planning
Binod Kumar

Binod Kumar

Finance & Investment professional in Wealth Management

Finance & Investment 📍 Pune, India
Wealth ManagementInvestment AdvisoryFinancial Planning
Suraj A Shewale

Suraj A Shewale

Finance specializing in Financial Transformation and Change Management

Finance & Investment 📍 Pune, India
Financial TransformationChange ManagementCFO Advisory
Ruchika Roy

Ruchika Roy

Finance & Investment specializing in Investment Strategy Development

Finance & Investment 📍 Pune, India
Investment Strategy DevelopmentPortfolio ManagementRetirement Planning
Yash Daga

Yash Daga

Wealth Management — Portfolio Diversification

Finance & Investment 📍 Pune, India
Wealth ManagementPortfolio DiversificationRetirement Planning
Kabir Bhupeshraj

Kabir Bhupeshraj

Swing Trading | Financial Goal Planning | Pune

Finance & Investment 📍 Pune, India
Swing TradingFinancial Goal PlanningInvestment Strategies
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