Personal Finance & Wealth Management – Smarter Mutual Fund and PMS Planning for Your Life
Helping working professionals, NRIs, and families make confident financial decisions through clear, customised wealth strategies.
From Mutual Funds and Portfolio Planning to End-to-End Wealth Management — everything is simplified, Personalised, and backed by Chartered Wealth Manager expertise.
NITIN WALI -Chartered Wealth Manager
Transparency : Clarity in Every Step
No hidden agendas — every product, fee and risk is explained before you invest.
Holistic Approach : 360° Personal Finance Planning
Your plan integrates taxes, insurance, estate needs and future goals into one clear roadmap.
Trust & Reliability: Safe, Disciplined & Goal-Driven Execution
AMFI & APMI compliant processes with disciplined, rules-based execution.
Personal Finance and Wealth Management . That Fits Your Life - Not the Other Way Around
I don’t sell products —
I build financial plans aligned to your goals and comfort with risk, so you always know why you’re investing.
AMFI Certified Mutual Fund Distributor
Certified to recommend mutual funds with transparency and a client-first approach — focused on your goals, not product pushing.
APMI Registered PMS Distributor
Authorised to offer SEBI-regulated PMS, giving you access to exclusive, research-driven portfolios tailored for long-term wealth creation.
Chartered Wealth Manager (CWM®)
Globally recognised for delivering holistic wealth and estate planning across investments, tax efficiency, succession, and legacy.
What Our Clients Say
Before meeting Nitin, my finances felt scattered — I had some savings here and there, a few random investments. Nitin patiently understood my goals, reviewed my existing portfolio, and created a structured financial plan that actually made sense. Today, I know exactly where I stand, what I’m investing for, and how each step moves me closer to my goals. More than returns, it’s the peace of mind that my money is now working for me with purpose and discipline.
Nitin didn’t jump straight into recommending mutual funds. He first took the time to understand my existing portfolio in detail, explained what was working and what needed realignment, and then suggested the right mix of funds to create a complete, balanced portfolio. He also guided me on how to plan across other investment areas, ensuring that every rupee was invested with purpose and direction.
What I appreciated most about working with Nitin is that he focused on me, not just my returns. I was confused about how to organize and track my investments, but he took the time to understand my goals, family priorities, and comfort with risk. His explanations were clear, his approach structured, and his recommendations purposeful. For the first time, I felt guided — not sold to. It truly feels like a financial plan built around my life, not the markets.
What stood out to me about Nitin is how he looks at the whole picture. He didn’t just suggest new investments — he first studied my existing ones, explained what to keep and what to change, and then aligned everything with my goals. Every year, he reviews and rebalances my portfolio so that I stay on track without worry. I finally feel like I have a long-term financial plan, not just a set of products.
Personal Finance and Wealth Management
Mutual Funds | PMS | Comprehensive Wealth Management
Personalised Mutual Fund Strategies
Handpicked fund combinations built around your goals, risk comfort, and time horizon. Because your money deserves more than one-size-fits-all investing.
Tailored Portfolios, Strategic Growth
More than portfolio management, we craft strategies that adapt as your goals evolve. Whether it’s growth or legacy, your portfolio is built with focus and purpose.
Comprehensive Wealth, Tailored for You
More than advice — a 360° wealth management approach covering growth, risk, tax, and succession. Because true wealth isn’t only about returns, it’s about building a secure and lasting future.
Your Personal Finance Queries, Answered!
Your risk profile is the foundation of your Personal Finance plan. It helps identify whether you’re more comfortable with stable, lower-return investments or willing to take higher risk for higher growth.
Once we know this, we can design a portfolio that matches your comfort level while still working toward your goals.
Personal Finance goals vary for everyone. Short-term goals may include building an emergency fund, buying a car, or saving for a holiday.
Long-term goals often cover retirement, children’s education, or buying a home. Defining these goals helps us allocate the right mix of investments and timelines.
Personal Finance should never feel hidden or complicated.
We ensure full transparency by explaining expense ratios, management fees, exit loads, and any distribution charges upfront.
You’ll always know what you’re paying and why — no surprises.
Diversification is at the heart of Personal Finance. By spreading investments across asset classes like equity, debt, and alternatives, we balance risks and smoothen returns. This way, no single market event derails your entire plan.
Personal Finance planning is not a “set and forget” exercise.
We believe in regular rebalancing so that any life changes — like a new job, higher income, or major expenses — are reflected in your goals. This ensures your plan always stays aligned with both your life and the market conditions.
Market ups and downs are inevitable, but smart Personal Finance planning ensures you’re protected.
By aligning investments with your risk profile, keeping a safety buffer, and focusing on long-term goals, we help you stay invested confidently — even when markets fluctuate.
Book your 1 Hour Free Call - To Gain clarity on your Wealth. No Commitment
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