Estate & Legacy Planning | Structured Wealth Transfer Solutions

Estate Planning

A well-planned legacy brings peace today and protection tomorrow. Our advisors help you organize your wealth so your loved ones are supported and your wishes are honored, exactly as you intend.

Estate Planning

A well-planned legacy brings peace today and protection tomorrow. Our advisors help you organize your wealth so your loved ones are supported and your wishes are honored, exactly as you intend.

Estate Planning

A well-planned legacy brings peace today and protection tomorrow. Our advisors help you organize your wealth so your loved ones are supported and your wishes are honored, exactly as you intend.

Your Legacy, Thoughtfully Planned

Everything you’ve built represents years of dedication, care, and hard work. Estate planning ensures that what you’ve earned continues to serve your family and your purpose, even in your absence. At Advents, we take the time to understand your priorities. We help you make informed decisions about your wealth, assets, and beneficiaries, ensuring that your legacy is passed on smoothly and responsibly. Our goal is to simplify estate planning by turning complex legal and financial steps into a clear, guided process that reflects what matters most to you.

What We Help You With

Your estate is more than numbers on paper. It’s the home you built, the business you nurtured, and the future you want for your family. We help you create a plan that keeps it all safe and purposeful:

Creating or Updating Your Will

Setting Up Family Trusts

Succession Planning

Tax-Optimized Wealth Transfers

Charitable Legacy Planning

Why Your Estate Plan Matters

Estate planning is not just for the wealthy. It is for anyone who wants to safeguard what they’ve worked for and make life easier for those they love. Here is what a clear estate plan can do for you:

Ensure your assets are distributed according to your wishes.

Reduce the financial and emotional burden on your family.

Minimize taxes, legal delays, and administrative challenges.

Protect business interests and shared family assets.

Provide lasting peace of mind knowing everything is in order.

A Legacy That Lasts Beyond a Lifetime

Define Your Wishes

We help you express how you want your assets to be shared and your loved ones cared for.

Create the Right Structure

From wills to family trusts, we guide you through the most effective estate planning options.

Plan for Continuity

Ensure your business, property, and financial interests transition smoothly to the next generation.

Give with Purpose

If philanthropy matters to you, we help you plan charitable contributions that leave a meaningful legacy.

FAQs

What exactly is estate planning?

Is estate planning only for high-net-worth individuals?

How do I begin the estate planning process?

Can estate planning help reduce taxes?

How often should I update my plan?

Plan your legacy with confidence

Calculate it yourself on our goal-based calculators

Get a free consultation call

Need help with your finances? Connect with us for a FREE 30 minute consultation call!

Metrics

80%

Urban Indians are not ready for retirement

Don't know where to start with their savings

26%

People finish their life savings within 5 years of retirement

18%

Have enough savings for their entire retired life

Protect your wealth and preserve your legacy

Our Services

Explore more of our Services

Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.
Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.
Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.
Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.

Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.
Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.
Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.
Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.

Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.
Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.
Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.
Financial Freedom
Turn your financial dreams into reality. Whether it’s buying your first home or funding your child’s education, we help you plan, save, and grow with clarity and confidence.
Tax Management
Keep more of what you earn. Our tax experts help you leverage government-approved strategies and smart investments to reduce your tax burden and maximize post-tax income.
Wealth Building
Grow your wealth strategically with a well-balanced portfolio. From investments to long-term planning, we create a personalized roadmap to help you achieve sustainable financial growth.
Education Planning
Give your child the best start in life. Our education plans help you build a secure fund for school, college, and beyond, ensuring you’re always prepared for every important milestone in their journey.
Retirement Planning
Plan for a worry-free tomorrow. Our retirement solutions are designed to help you enjoy financial independence while aligning your lifestyle goals with steady, reliable income.
NRI Services
Your finances stay in safe hands wherever you are. Our NRI services are designed to manage your investments and assets in India, ensuring peace of mind while you focus on life abroad.

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