Certified Financial Planner

Financial Planning Services in Pune

Backed by Certified Financial Planner (CFP) & Chartered Wealth Manager (CWM)

Welcome to RenaScent Wealth, your trusted financial planning company in Pune in navigating the intricate landscape of financial planning. In a world where financial uncertainties abound, having a well-thought-out financial plan is the key to achieving your life goals and securing a prosperous future for you and your family. Explore the comprehensive financial planning services offered by RenaScent Wealth, one of the leading financial planning firms in Pune & beyond.

Embarking on a journey towards financial well-being requires a strategic and personalised approach. At Renascent Wealth, we understand the importance of financial planning in transforming dreams into reality. This page is your guide to understanding the intricacies of financial planning services in Pune and how Renascent Wealth can be your partner in building a secured financial future.

Why Financial Planning Matters

Financial planning is not merely about numbers; it’s about crafting a roadmap that aligns with your aspirations & life goals. It is a proactive approach to managing your finances, providing a sense of direction, purpose & ownership to your monetary decisions.

Benefits of Having a Well-Thought-Out Financial Plan:

Goal Achievement

A financial plan helps you articulate and achieve short-term, mid-term and long-term goals, be it buying a home, funding education, retiring comfortably or vacation funding.

Risk Mitigation

By identifying potential risks, financial planning allows you to implement strategies to safeguard your financial well-being against unforeseen circumstances.

Wealth Accumulation

Strategic planning ensures optimal wealth accumulation by maximising savings and investments, allowing your money to work for you.

Peace of Mind

Knowing that you have a well-structured financial plan in place provides peace of mind, and many other intangible benefits, even in times of economic uncertainty.

Key Considerations in Financial Planning

Effective financial planning encompasses several critical considerations. Financial planners and consultants at Renascent Wealth address these key factors to ensure a comprehensive and tailored approach to your financial well-being

Budgeting

Understanding your income and expenses is fundamental to financial planning. We assist in creating realistic budgets that align with your goals.

Goal Setting

Clearly defining your financial goals is the foundation of any plan. Renascent Wealth works with you to establish achievable and meaningful objectives.

Risk Management

Identifying and managing risks is crucial. Our approach involves evaluating potential risks and implementing strategies to mitigate them effectively.

Investment Strategies

A balanced investment portfolio is key to financial success. We explore various investment options tailored to your risk tolerance and financial goals.

Investment Opportunities for Effective Financial Planning

Exploring the right investment opportunities is a cornerstone of successful financial planning. Renascent Wealth offers insights into popular investment choices.

Investment Options

Fixed Income / Debt

Bonds & other instruments for suitable benefit to your financial plan.

Mutual Funds

Pooled funds managed by professionals, offering diversification.

Stocks

Ownership of a company, offering potential for capital appreciation. Direct equity offering through PMS route.

Retirement Solutions

Balanced asset class ratio driven portfolio or pure pension plan for overall financial strength & stability.

Income Protection

Suitable & economic solutions

Our Financial Planning Process

Understanding that each individual’s financial situation is unique, Renascent Wealth follows a meticulous financial planning process; to achieve customised solution

Need Assessment

We begin by understanding your financial goals, risk tolerance, and current financial situation, and other key factors

Customised Planning

Based on your needs, we create a personalised financial plan that addresses your goals and concerns.

Implementation

We work with you to implement the plan, offering guidance and support on investment choices and other financial decisions.

Ongoing Support

Financial planning is not a one-time event. Renascent Wealth provides continuous support, regularly reviewing and realigning your plan to keep the process & plan dynamic with your evolving life circumstances.

Why Choose Us

Choosing Renascent Wealth for your financial planning needs in Pune provides unique advantages

Certified Financial Planners (CFP) in Pune

Our team includes Certified Financial Planners with global accreditations, ensuring the highest standards of competency and professionalism.

Certified Finance Manager (CFM) in Pune

Our team comprises Chartered Finance Manager (CFM) holding international accreditations, guaranteeing the utmost levels of competence and professionalism as per global standards in financial planning.

Client-Centric Approach

We prioritise your needs, crafting personalised financial plans that align with your aspirations.

Comprehensive Services

Renascent Wealth offers a full spectrum of financial planning services, covering everything from short term to retirement planning to estate and succession planning

Our USPs

We understand the importance of trust in financial matters. Here’s why you can trust Renascent Wealth:

Certifications

Renascent Wealth's Certified Financial Planner (CFP) and Chartered Wealth Manager (CWM) hold prestigious certifications, reflecting our commitment to excellence.

Industry Recognition

Our accolades and affiliations showcase our standing as a trusted financial planning firm in Pune.

Client Recognition

joyfully expressed by our clients owing to their own satisfaction.

Client Testimonials

Real-world examples speak volumes. Explore how Renascent Wealth’s financial planning services have positively impacted the lives of our clients.

Smt Manisha Lembhe

One word- GODSEND I am not exaggerating if I say they are GODSEND because they are for me. I have been through a very critical phase of my life .I lost my husband due to Covid which was sudden and not acceptable by me. I was in a state of shock and completely devastated. I did not know what to do or rather how to focus and proceed further because now I lost the sole earner in my Family and all the responsibility was laid upon my shoulder. I had to now take care of my twin toddlers (age 2.5yrs) and my mother in law (age 65). Even though me and my husband were associated with RENASCENT WEALTH for the past three years, all the financial front was handled by my Husband.
When My husband was admitted to hospital Col Tandale Sir was in touch with me and my family. When my Husband passed away, he helped me to cope up with the situation and with his valuable guidance I was able to get stable soon and focus on the right things.
Once I was focused we started my financial planning starting with applying for insurance claim settlement. All the documentation was done by RENASCENT TEAM. And I must say it was very very systematic. Since I was still grieving Col Tandale Sir, Anita Madam and Sarang Sir made arrangements such that I had to visit the office for very specific tasks and that required my absolute presence. From paperwork to everything else was taken care of by the Team.
When the claim got settled and I received 100% settlement amount we moved to the next phase of Planning.
In my last couple of meetings, I got a clear idea of my future and my now dependent family's future. The Planning is perfect and as their tag line says "Redefining Lives"- my life is now redefined in every aspect of my life and hence I am saying again that They are GODSEND.
I would recommend RENASCENT WEALTH not because they are now family to me, but because they are those rare "Good People" we always look for in this harsh world. Everything is so SYSTEMATIC and TRANSPARENT that there is no room for any doubts. I will be always in debt for guiding me and redefining my life! Thank you TEAM RENASCENT
Cheers!!! Best Regards, Manisha Pravin Lembhe

Rucha Kulkarni

I had the privilege of working with Renascent Wealth for my financial planning needs, and I am absolutely delighted with the outstanding service they provided.
From the moment I walked through their doors, I was met with a warm and professional atmosphere. The team at Renascent wealth is comprised of true experts in their field, and their depth of knowledge is truly impressive. They took the time to listen to my specific financial goals and concerns, and then tailored a comprehensive plan that suited my unique circumstances perfectly.
One aspect that truly stood out to me was their dedication to educating their clients. They patiently explained complex financial concepts in a way that was easy for me to understand, ensuring that I was involved and informed every step of the way. This level of transparency and openness gave me the confidence that I was making well-informed decisions about my financial future.
What also sets Renascent wealth apart is their commitment to ongoing support. They didn't just hand me a plan and send me on my way – they have been there to answer my questions, provide guidance, and even make adjustments to my plan as needed. This level of attentiveness and dedication to their clients' success truly impressed me.
If you're looking for a financial consultant firm that combines expertise, personalized attention, and a genuine passion for helping clients achieve their financial goals, then I wholeheartedly recommend them. My experience with them has been exceptional, and I am grateful to have found such a reliable partner for my financial journey.

Get in Touch

Inspired & ready to take the first step towards a secure financial future? Contact Renascent Wealth to embark the process, & a free consultation to kickstart your financial planning journey today.