About Me
With over 18 years of experience spanning banking, insurance, and financial consultancy, I bring a unique blend of corporate expertise and entrepreneurial success. After completing my MBA in Finance & IT from Kolhapur University (2006) and a B.Sc. from Dharwad University (2004) along with a PGDIBO, I began my career with ICICI Bank, gaining hands-on experience in financial services and client management.
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
"Nitin Sir guided us with a family-first approach to financial planning. With his advice, we started SIPs in mutual funds and secured our retirement plan. Today, every member of my family feels confident that our goals—from children’s education to our dream home—are safe and achievable."
Hanuman Memane
"The most valuable part of working with Nitin Sir is how he makes the entire family a part of the planning process. He structured SIPs for long-term growth, insurance for protection, and debt funds for stability. Now, our family’s dreams—education, home, and security—are all aligned within one clear financial plan."
Zade Family
"Earlier I only believed in savings, but Nitin Sir explained the power of structured investments. Sitting with my family, he guided us into SIPs, balanced funds, and health insurance. For the first time, we feel confident that every decision is designed for our family’s secure and growing future."
Rajesh Lande
"Our financial planning was scattered until we met Nitin Sir. He not only guided us but also ensured my whole family was involved in the decisions. With equity mutual funds for growth, debt funds for stability, and term insurance for protection, our financial journey is now disciplined and secure."
Sandeep Shrivastava
"Most advisors focus only on numbers, but Nitin Sir focused on our family’s real needs. He helped us with SIPs, retirement planning, and education funds for our children. His family-oriented approach has given us complete confidence in our financial journey."
Naeem Gari
"As a client of Nitin Sir, I truly appreciate his unique way of including the family in every step of financial planning. He helped us create a balanced portfolio with SIPs, retirement funds, and insurance. What impressed me the most was his ability to translate our family’s dreams into a practical financial roadmap that feels secure and achievable."
Sheetal