Finance & Investment ยท Pune, India

Finance & Investment Experts in Pune, India

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

Finance & Investment📍 Pune, India
1–30 of 60 experts
📍 Near me first
If you're looking for a Finance & Investment expert in Pune, India, these verified professionals are a strong starting point. Their specialties include Financial Transformation, Change Management, Investment Strategy Development and Retirement Planning. Each profile on Prezlo includes services, client focus, and an AI visibility score โ€” a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Suraj A Shewale

Suraj A Shewale

Finance specializing in Financial Transformation and Change Management

Finance & Investment 📍 Pune, India
Financial TransformationChange ManagementCFO Advisory
Vinod Goswami

Vinod Goswami

Investment Strategy Development with expertise in Retirement Planning

Finance & Investment 📍 Pune, India
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Joan Varrone, MS, MBA

Joan Varrone, MS, MBA

Financial Strategy Development โ€” Risk Management Consulting

Finance & Investment 📍 Pune, India
Financial Strategy DevelopmentRisk Management ConsultingInvestment Analysis
Sacchi Mehta

Sacchi Mehta

Aspiring Finance Professional with a Focus on Investment Analysis

Finance & Investment 📍 Pune, India
Investment ManagementFinancial AnalysisPortfolio Management
Satish Pandhare

Satish Pandhare

Finance & Investment specializing in Quickbooks Bookkeeping

Finance & Investment 📍 Pune, India
QuickBooks BookkeepingFinancial AnalysisTax Planning
Sampanna Kivlekar

Sampanna Kivlekar

Crafting Tailored Wealth Strategies for Lasting Financial Success

Finance & Investment 📍 Pune, India
Investment StrategyPortfolio ManagementRetirement Planning
Rupesh Kanabar

Rupesh Kanabar

Wealth Management and Retirement Planning expert

Finance & Investment 📍 Pune, India
Wealth ManagementRetirement PlanningTax Optimization
Meghashyam Sinkar

Meghashyam Sinkar

Investment Strategy Development with expertise in Retirement Planning

Finance & Investment 📍 Pune, India
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Rahul Parmar

Rahul Parmar

M&A Advisory specialist in Pune

Finance & Investment 📍 Pune, India
M&A AdvisoryCapital RaisingTransaction Advisory
Robin Abraham

Robin Abraham

Personal Financial Planning and Investment Management expert

Finance & Investment 📍 Pune, India
Personal Financial PlanningInvestment ManagementRetirement Planning
Shyam Aswani

Shyam Aswani

Corporate Finance | Financial Advisory | Investment Strategy

Finance & Investment 📍 Pune, India
Corporate FinanceFinancial AdvisoryInvestment Strategy
Vishnu&Rupali Rane-Pune

Vishnu&Rupali Rane-Pune

Insurance Consulting with expertise in Investment Advisory

Finance & Investment 📍 Pune, India
Insurance ConsultingInvestment AdvisoryRetirement Planning
Omkar Pardeshi

Omkar Pardeshi

Investment Planning professional in Pune

Finance & Investment 📍 Pune, India
Investment PlanningRetirement StrategiesWealth Management
Manoj Kulkarni

Manoj Kulkarni

Personal Insurance Planning practitioner | Investment Advisory

Finance & Investment 📍 Pune, India
Personal Insurance PlanningInvestment AdvisoryRetirement Planning
Kabir Bhupeshraj

Kabir Bhupeshraj

Swing Trading | Financial Goal Planning | Pune

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

Ashok Karale

Wealth Management and Portfolio Diversification Finance

Finance & Investment 📍 Pune, India
Wealth ManagementPortfolio DiversificationRetirement Planning
Nagesh Shinde

Nagesh Shinde

Wealth Management professional in Pune

Finance & Investment 📍 Pune, India
Wealth ManagementRetirement PlanningRisk Assessment
Shruti Barje (CWMยฎ)

Shruti Barje (CWMยฎ)

Investment Strategy Development โ€” Retirement Planning

Finance & Investment 📍 Pune, India
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Jitendra Marathe

Jitendra Marathe

Finance & Investment professional in Financial Strategy Development

Finance & Investment 📍 Pune, India
Financial Strategy DevelopmentRisk Management ConsultingCorporate Governance Advisory
CA Sujata Bogawat

CA Sujata Bogawat

Tax Advisory authority | Financial Planning

Finance & Investment 📍 Pune, India
Tax AdvisoryFinancial PlanningInvestment Management
Bharat Phatak

Bharat Phatak

Investment Strategy Development authority | Portfolio Management

Finance & Investment 📍 Pune, India
Investment Strategy DevelopmentPortfolio ManagementFinancial Risk Assessment
Ninad K Patil ๐Ÿ‡ฎ๐Ÿ‡ณ

Ninad K Patil ๐Ÿ‡ฎ๐Ÿ‡ณ

Wealth Management practitioner | Investment Strategy

Finance & Investment 📍 Pune, India
Wealth ManagementInvestment StrategyRetirement Planning
Shardul Joshi, CFA

Shardul Joshi, CFA

Finance & Investment specializing in Wealth Management

Finance & Investment 📍 Pune, India
Wealth ManagementPortfolio AnalysisRisk Assessment
Alok Dubey, CFPยฎ

Alok Dubey, CFPยฎ

Alok's practice: Wealth Management For NRIs and Retirement Planning

Finance & Investment 📍 Pune, India
Wealth Management for NRIsRetirement PlanningInvestment Strategies
Yash Kate

Yash Kate

Financial Planning and Mutual Fund Advisory expert

Finance & Investment 📍 Pune, India
Financial PlanningMutual Fund AdvisoryInvestment Portfolio Management
Amruta Kodilkar

Amruta Kodilkar

Tailored Investment Strategies for Sustainable Wealth Growth

Finance & Investment 📍 Pune, India
Investment Portfolio ManagementRetirement PlanningTax Optimization
Vaishali Jain

Vaishali Jain

Tax Planning & Compliance | Financial Risk Management | Investment Advisory

Finance & Investment 📍 Pune, India
Tax Planning & ComplianceFinancial Risk ManagementInvestment Advisory
Paresh Adhiya

Paresh Adhiya

Tailored Wealth Management for HNI and Ultra HNI Clients

Finance & Investment 📍 Pune, India
Portfolio ManagementRisk AssessmentInvestment Solutions
Binod Kumar

Binod Kumar

Finance & Investment professional in Wealth Management

Finance & Investment 📍 Pune, India
Wealth ManagementInvestment AdvisoryFinancial Planning
Sweta Singh

Sweta Singh

Finance focused on Wealth Management and Investment Advisory

Finance & Investment 📍 Pune, India
Wealth ManagementInvestment AdvisoryClient Relationship Management
Explore on Map
Click anywhere to filter nearby experts (50 km radius)
Loading map…