10 Most Promising Investment Consultants from Maharashtra - 2025

Mukesh Sharma, Managing Director

Offers end-to-end financial solutions to individuals and corporates including financial planning, investment advisory, insurance, loan management, and wealth-risk planning services

Pratik Jani, Founder & Chairman

Full‑spectrum services in M&A advisory, private equity and venture‑capital fundraising, corporate strategy, and deal execution support

Chetan Mehta, Co-Founder

Provides insurance planning, fixed-income planning, real-estate consultancy and customized wealth-management solutions to help clients meet long-term financial goals

CA Anirudha Hatwalne, Partner

Providing holistic wealth management, asset & financial planning, tax and regulatory advisory, and customised investment solutions for individuals, families, professionals, and businesses

Hrushikesh Kale, CFA, CQF, FRM Managing Director

Provides customized financial advisory services including investment advisory, risk profiling, retirement planning, and wealth management

Jagdish Bagadi, Founder

Services including tax planning, investment advisory, insurance, mutual funds, loan advisory, bookkeeping & accounting, GST/income-tax compliance, and corporateregistration support

Anita Tandale, Founder & Partner

Delivers investment planning, retirement & NRI investment planning, tax and estate planning, insurance & asset analysis, and ongoing portfolio review

Rahul Jawahar, Founder & CEO

Offering holistic financial planning, investment management, retirement & tax planning, and customized multi-asset wealth solutions to individuals and families

Nikhil Narkhedkar, Co-Founder

Connects individuals to SEBI-registered advisors and delivers goal-based investment, retirement, tax, and wealth management solutions

Anuj Kesarwani & Zeal Paresh Doshi , Founder & Co- Founder

Financial planning services including investment planning, retirement & estate planning, tax and insurance planning, and ongoing personalized financial management for individuals and NRIs