Best Investment Advisors in Pune

Date Jun 05, 2025

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In Pune, where ambitions soar as high as the Deccan hills, managing wealth is less about luck and more about trusted advice. Whether you're a first-time investor or someone looking to diversify a growing portfolio, the search for the right investment advisor can redefine your financial journey. Pune's best investment advisors combine deep market expertise with a personal touch, helping families, professionals, and entrepreneurs turn aspirations into actionable plans. At MyOnely, we’ve curated a transparent list of the city’s leading financial planners—those who blend insight, ethics, and a passion for your prosperity.

#1 - Sykes & Ray Equities (SRE)

Since 1990, Sykes & Ray Equities has offered personalized investment advisory in Pune, led by founders Sudip Ray & Sudhish Sykes. Recognized for their ethics and transparency, SRE provides wealth management, portfolio structuring, and award-winning research.

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#2 - Finplan Advisors

Founded in 2007 by Pritam Dudhwewala, Finplan Advisors stands out for their holistic, goal-oriented financial planning. The SEBI-registered Pune firm specializes in investment portfolios, retirement planning, and tax optimization for HNIs and families.

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#3 - Prophetic Financial Services

Established in 2012 by Amey Deshpande, Prophetic Financial blends cutting-edge analytics with a personal touch to investment advisory in Pune. Their certified team offers mutual fund guidance, insurance, estate planning, and transparent client communication.

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#4 - Wiseinvest Advisors

Wiseinvest Advisors has been serving Pune since 1992, led by Deepak Ghaisas. Famous for unbiased advice and a strong research base, the firm offers portfolio management and long-term wealth strategies, winning accolades for client satisfaction.

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#5 - A. T. Financial Services

With a legacy since 1998, A.T. Financial Services is trusted for comprehensive investment planning, mutual funds, and insurance guidance in Pune. Their advisory approach focuses on individualized strategies, financial education, and long-term wealth creation.

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#6 - Money Care Financial Planning Solutions

Founded by Chetan Kshirsagar in 2010, Money Care is a SEBI-registered investment advisory. The Pune-based team is praised for transparent processes, unbiased asset allocation, and client-centric wealth-building strategies. They’ve received several client excellence awards.

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#7 - Right Horizons

Right Horizons delivers top-notch investment advisory with a branch in Pune since 2003. Founder Anil Rego leads the team in mutual funds, PMS, financial planning, and equity solutions. They’ve secured multiple industry recognitions for innovation.

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#8 - Sampada Capital

Active since 2014 and co-founded by Ajay Kasara, Sampada Capital specializes in wealth management, tax planning, and portfolio advisory focused on NRI and HNI clients. Their expert guidance, robust risk assessment, and transparency are their trademarks.

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#9 - Fintoo

Fintoo, with a branch in Pune, stands out for tech-led financial planning and robo-advisory, serving both individuals and businesses. Established in 2017 by CA Miran Kapadia, Fintoo has won fintech awards for simplifying investments and demystifying mutual funds.

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#10 - VSK India

Founded in 1985 by Suresh Sadagopan, VSK India offers one of Pune’s most experienced investment and financial planning consultancies. Their approach is deeply research-driven, focusing on unbiased, client-oriented advice, recognized nationwide for ethical standards.

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