Insurance Planning | Smart Coverage & Risk Protection Strategies

Insurance Planning

Life is unpredictable, but your finances should not be. Our insurance planning services help protect you and your loved ones from life’s uncertainties while ensuring long-term stability and peace of mind.

Insurance Planning

Insurance Planning

Secure Your Future with Confidence

Insurance is not just about policies and premiums. It is about creating a safety net that keeps your family and assets protected no matter what happens. At Advents, we help you understand your protection needs, evaluate the right products, and build an insurance portfolio that fits your goals and responsibilities. From health and life insurance to coverage for property or business, we ensure your plan provides real financial confidence when it is needed most.

Our Insurance Planning Services

Our approach focuses on clarity, transparency, and alignment with your long-term goals. We assist you with:

Life Insurance Planning

Health Insurance Coverage

Critical Illness and Disability Plans

Property and Asset Insurance

Insurance Portfolio Review

Why Insurance Planning Matters

At Advents Wealth Solutions, we believe insurance is not an expense. It is an investment in your security and confidence. A well-designed insurance plan gives you peace of mind and financial flexibility. It allows you to:

Protect your family’s income in case of emergencies.

Cover medical and hospitalization costs without financial strain.

Preserve assets and savings from unexpected losses.

Maintain stability through income replacement or protection.

Build long-term financial resilience for your loved ones.

Protection That Adapts to Life’s Stages

Start Early, Stay Protected

Begin with basic life and health coverage to safeguard your income and future.

Protect Your Family

As responsibilities grow, we help you choose plans that secure your family’s health, lifestyle, and goals.

Strengthen Your Coverage

Expand your insurance portfolio with critical illness, asset protection, and income replacement options.

Plan for Retirement

Maintain essential coverage during your retirement years to stay protected and independent.

FAQs

Why is insurance planning important?

How much insurance coverage do I need?

Can I have multiple insurance policies?

How often should I review my insurance plans?

How does Advents Wealth Solutions assist with insurance planning?

Find the right coverage for your needs

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

Stay secure through every stage of life

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