PMS & AIF
Access professional wealth management strategies reserved for high-net-worth investors. We guide you to the right PMS and AIF opportunities that align with your wealth goals and risk profile
PMS & AIF
Access professional wealth management strategies reserved for high-net-worth investors. We guide you to the right PMS and AIF opportunities that align with your wealth goals and risk profile
PMS & AIF
Access professional wealth management strategies reserved for high-net-worth investors. We guide you to the right PMS and AIF opportunities that align with your wealth goals and risk profile
Beyond Mutual Funds: Where Real Wealth Building Happen
Beyond Mutual Funds: Where Real Wealth Building Happen
Beyond Mutual Funds: Where Real Wealth Building Happen
Traditional mutual funds work well for building initial wealth. But once you've accumulated significant capital, you need sophisticated strategies that most people can't access. PMS and AIF provide exactly that, professional management, alternative strategies, and customized approaches designed for serious wealth building. These aren't just expensive versions of mutual funds. They're fundamentally different investment approaches. PMS gives you direct stock ownership with professional management. AIFs provide access to private equity, venture capital, and hedge fund strategies. Both offer what regular investments can't: true customization and alternative opportunities.
Portfolio Management Services (PMS)
Portfolio Management Services (PMS)
Portfolio Management Services (PMS)
Key Benefits:
1
Direct ownership of all securities in your name
2
Complete customization based on your goals and risk profile
3
Real-time portfolio tracking and transaction visibility
4
Professional research and active management
Alternative Investment Funds (AIFs)
Alternative Investment Funds (AIFs)
Alternative Investment Funds (AIFs)
Key Benefits:
1
Diversification beyond traditional stocks and bonds
2
Access to private equity and venture capital deals
3
Professional management of alternative strategies
4
Potential for superior risk-adjusted returns
Performance Analysis
Performance Analysis
Performance Analysis
We evaluate 3-year, 5-year, and since-inception returns across different market cycles. Consistency matters more than spectacular single-year performance. We focus on risk-adjusted returns, not just absolute numbers.
Operational Excellence
Operational Excellence
Operational Excellence
We examine operational processes, compliance standards, reporting quality, and client service capabilities. Your money deserves institutional-grade operations regardless of investment amount.
FAQs
FAQs
FAQs
What's the real difference between PMS and expensive mutual funds?
What's the real difference between PMS and expensive mutual funds?
What's the real difference between PMS and expensive mutual funds?
Are PMS and AIF only for ultra-rich investors?
Are PMS and AIF only for ultra-rich investors?
Are PMS and AIF only for ultra-rich investors?
How do I choose between different PMS strategies?
How do I choose between different PMS strategies?
How do I choose between different PMS strategies?
What happens if the PMS or AIF manager underperforms?
What happens if the PMS or AIF manager underperforms?
What happens if the PMS or AIF manager underperforms?
Are PMS and AIF investments safe?
Are PMS and AIF investments safe?
Are PMS and AIF investments safe?
Get a free consultation call
Need help with your finances? Connect with us for a FREE 30 minute consultation call!
Metrics
₹50 Lakh Minimum
80%
80%
PMS entry point providing HNI investors access to customized strategies unavailable through mutual funds or public markets
9-15% Returns
9-15% Returns
Sophisticated strategies delivering superior risk-adjusted returns through active management and alternative investments
1.5-3% Fees
1.5-3% Fees
PMS management costs significantly lower than traditional wealth management (2-4%), offering institutional-grade service at competitive pricing
140 Million HNIs
140 Million HNIs
Rising high-net-worth population by 2030 driving demand for sophisticated PMS and AIF investment strategies and customization
Invest Smarter with PMS & AIF
Invest Smarter with PMS & AIF
Invest Smarter with PMS & AIF
Our Products
Explore more of our Products
Explore more of our Products
Explore more of our Products
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Mutual Funds
Invest in professionally managed mutual funds designed to help you grow wealth, diversify risk, and reach your financial goals with consistency and confidence.
Insurance
Protect your family’s financial future with the right mix of life, health, and general insurance plans tailored to your needs and long-term security.
Stock Broking
Trade smarter with expert-backed insights and a reliable platform that helps you make informed investment decisions and build your equity portfolio.
Fixed Income
Enjoy steady and predictable returns with fixed-income investments like bonds, NCDs, and deposits that balance stability with growth potential.
PMS/AIF
Access premium portfolio management and alternative investment strategies curated to match your goals, risk appetite, and wealth-building ambitions.
Real Estate
Strengthen your portfolio with strategic real estate investments across residential, commercial, and alternative sectors for long-term capital growth.
Testimonials
what people say about us
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Testimonials
what people say about us
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Testimonials
what people say about us
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Ajay’s story is truley inspirational in terms of his hard work and persistence. His trustworthiness and client service will take him to new heights. Thank you for your uniting service provided for the last 15 years. Keep up your focus on customer service.
Saud Gaibi
Performance Manager at Etihad Airways
Ajay actively keeps the track of all the instruments and he always advised new investment plans regularly. His analysis is very effective and helped to manage my financial planning in more structured way. Thanks to Ajay and Team Advents Wealth.
Sulkshna Shinde
I realised that I had factually got into Financial planning mode first time in my life when I met Ajay in 2016. When interest rates were falling down for FD’s, he helped me grow my financial assets by over 60% in last 4 years. I wish I had met Ajay earlier in my life and that could have changed my prospects significantly.
Homi Kotwal
Retired VP
Ajay through his Advents Wealth Solutions comes as an ideal financial advisor who anticipate future expenses and market trends after a thorough understanding of the basics of the market and the financial condition of the person. He has a passion for Financial Planning and Wealth Management and provides customized wealth creation services as per client's need. These qualities makes him stand out as a expert financial advisor.
Dr. Prasad Patki
HR Professional
I've been with Advents Wealth Solutions for the past 11 years, and I couldn't be more satisfied with their expertise and professionalism. Their team has consistently provided top-notch investment guidance.
shreesh patade
Advents Wealth Solutions is one of the best platforms to take care of our financial needs in a better way. And their frequent sessions on Wealth management adds value to our finance literacy.
Satish Makhe
Wonderful experience with Advent Wealth team. Good view of new opportunities while investing. Monthly report keeps me updated on my portfolio. On event assistance and support.
Vyankatesh Wagle
Highly recommend! I have been associated with Advents for over 5+ years and the guys have always been prompt. Be it resolving issue, explaning or recommendations.
Kaustubh Aphale
Advents Wealth Solutions is a good financial planner. As a clint I know them last 2-3 years. They provide clear, actionable financial advice. Thanks to their guidance, I’ve gained more confidence in managing my investments.
Preetha Hegde
Send Us a Message
Headquarters:
G-11, Ground floor, Eternity Mall, LBS Road, Teen Hath Naka, Thane – 400604, Maharashtra, India
Send Us a Message
Headquarters:
G-11, Ground floor, Eternity Mall, LBS Road, Teen Hath Naka, Thane – 400604, Maharashtra, India
Send Us a Message
Headquarters:
G-11, Ground floor, Eternity Mall, LBS Road, Teen Hath Naka, Thane – 400604, Maharashtra, India
VISIT
G-11, Ground floor, Eternity Mall, LBS Road, Teen Hath Naka, Thane – 400604 Maharashtra, India
© Advents Wealth. All Rights Reserved.
VISIT
G-11, Ground floor, Eternity Mall, LBS Road, Teen Hath Naka, Thane – 400604 Maharashtra, India
© Advents Wealth. All Rights Reserved.
VISIT
G-11, Ground floor, Eternity Mall, LBS Road, Teen Hath Naka, Thane – 400604 Maharashtra, India
© Advents Wealth. All Rights Reserved.
