Creating Wealth & Prosperity
AIFC— Goal-based financial planning. Mutual funds, PMS & AIF, insurance, retirement and estate planning, all under one trusted roof in Pune.
₹60 Cr+
AUM
200+
Families served
17+ yrs
Experience
All India
Service
Families served
Assets advised (AUM)
Years of experience
Presence across India
Six solutions, one trusted advisor
From your first SIP to passing on a legacy — every financial need handled with goal-based, transparent advice.
AIFC
Certified Financial Goal Planner
Advice that starts with your goals
Goal-based, not product-based
We start from your goals and recommend what fits — never the other way around.
One advisor, every solution
Mutual funds, PMS, insurance, retirement and estate planning under a single, coordinated roof.
17+ years, 200+ families
Long-term relationships built on transparency, discipline and consistent reviews.
Always accessible
A real person who picks up the phone — on call, WhatsApp or in person at our Kasarwadi office.
A simple, four-step process
Clear, repeatable and built around you — not around a product.
Understand
We start by listening — your goals, your family, your comfort with risk and your current finances.
Plan
We build a written, goal-based plan that connects every investment to a milestone with a timeline.
Implement
We put the plan to work across the right mix of funds, insurance and structures — simply and transparently.
Review
We meet regularly to track progress, rebalance and adapt as markets and your life evolve.
Tailored advice for every stage of life
Whatever your situation, we shape the plan around you.
Business Owners
Separate business and personal wealth, plan for liquidity events, and build a corpus that isn't tied to your business.
Professionals
Doctors, engineers, consultants and salaried professionals building wealth systematically alongside a busy career.
NRIs
Invest in India's growth story with the right accounts, compliance and repatriation guidance from afar.
Retirees
Turn your corpus into a steady, tax-efficient income that lasts — without taking on more risk than you should.
HNI Families
Coordinated wealth, tax and succession planning across generations through PMS, AIF and bespoke structures.
Real families, real outcomes
Relationships built on trust, discipline and results.
“Anuj sir helped us turn our retirement savings into a steady monthly income. We sleep peacefully knowing our money will last. The annual reviews keep everything on track.”
Rajesh & Sunita Kulkarni
Retired couple, Pune
Set up a tax-efficient retirement income plan
Book your Free Financial Review
Spend 30 minutes with Anuj Arorato understand where you stand and what your money could do for you. One click and your request reaches our team — we'll call you back within a working day.
- A clear picture of your current finances
- Goal-based recommendations you can act on
- Zero pressure — advice first, products later
Get started in 30 seconds
Tap below, share a few details, and Anuj Arora's team will call you back within one working day. No cost, no obligation.