Tax Management & Optimization | Strategic Tax Planning by Advents Wealth

Tax Management

Be proactive, not reactive. Our tax management solutions are designed to help you save effectively and create lasting financial stability.

Tax Management

Be proactive, not reactive. Our tax management solutions are designed to help you save effectively and create lasting financial stability.

Tax Management

Be proactive, not reactive. Our tax management solutions are designed to help you save effectively and create lasting financial stability.

Take Control of Your Taxes

Effective tax planning is not just about filing returns on time. It is about understanding how your income, investments, and expenses work together to create long-term benefits. At Advents, we help individuals, families, and business owners reduce tax burdens while improving financial efficiency. Our team designs practical, compliant, and transparent strategies that help you manage taxes with confidence throughout the year.

Our Tax Management Expertise

Our advisory team combines technical knowledge with practical experience to help you minimize tax liability without compromising on growth. We assist you in:

Strategic Tax Planning

Tax-Efficient Investment Selection

Capital Gains Planning

Business Tax Guidance

Tax Filing Support

Simplifying Every Stage of Tax Planning

Understanding Your Liabilities

Structuring Investments Wisely

Staying Compliant

Reviewing and Improving

A Smarter Way to Manage Your Taxes

Plan with Purpose

Organize your income and investments to make the most of available deductions and exemptions.

Choose Tax-Efficient Investments

We help you identify government-approved, growth-oriented instruments that reduce your tax burden.

Stay Compliant and Informed

Our experts ensure accurate documentation, timely filing, and full regulatory compliance throughout the year.

Review Regularly

Tax laws evolve. We review your plan periodically to make sure your strategy stays efficient and up to date.

Make Taxes Work in Your Favor

Managing taxes effectively is a key part of financial success. At Advents, we help you understand and optimize your taxes with strategies that align with your goals. Whether you are a salaried professional, business owner, or investor, our focus is on creating a clear, compliant, and efficient plan that helps you retain more of your earnings. We simplify complex tax rules and guide you toward government-approved investment options that balance short-term savings with long-term benefits.

FAQs

What is the purpose of tax management?

How can Advents Wealth Solutions help me save on taxes?

Can I manage my taxes throughout the year, not just at filing time?

Can tax management improve my overall financial health?

Are tax-saving investments safe?

Discover how much you can save on taxes

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

Simplify taxes and maximize your savings.

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.

Talent Stories

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

Talent Stories

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

Talent Stories

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