We are in business of helping an individual to take the right investment decision in line with his financial goal. We strongly believe that investment is not an activity but an on-going process. Our philosophy is to stay associated with the client over entire period of his investment & guide him through rough patched if any. Our association with you begins with having clarity on roles, responsibilities & obligation of both the distributor & the client. Our Endeavour is to create a mechanism where the input is the savings surplus keeping in mind the risk tolerance & the output in line with the client’s future cash flow requirements. We believe anything that can be measured can be improved. Our cliental includes High Net worth Individual, Employed individuals, Self-Employed individuals, Business owners, Retired individuals, Non Resident Individuals and Small & Medium companies.
We are a “boutique” investment distributor firm that is large enough to provide the needed resources. depth, experience and knowledge but small enough to be responsive, nimble and able to truly customize the delivery of benefits and communications.
Our philosophy and practice is Do What’s Right for each client. Clients interests are our main priorities.
To dedicate our time,effort and skills to help individual and business realize their financial goals
We are in business of helping an individual to take the right investment decision in line with his financial goal. We strongly believe that investment is not an activity but an on-going process.
Head Office: Office No 1, Gold Wings , Near Axis Banks , Sinhagad Road, Pune- 411030.
Makarand Aundhekar CFP^CM : - 9373311587
Vishal Pathak : - 9822995523
inestadvisory1@gmail.com