Aadesh S Bakale

Hi, I’m Aadesh Sunil Bakale, a Qualified Personal Finance Professional (QPFP®) and Mutual Fund Distributor, helping individuals and families make confident and meaningful financial decisions. With 7+ years of experience in personal finance and investments, I currently manage ₹15 crore+ in Assets Under Management with an active SIP book of ₹15 lakhs, serving 300+ retail clients across salaried professionals, small business owners, and growing families. My work revolves around simplifying money — helping clients plan for long-term goals such as retirement, child education, wealth creation, tax optimisation, and disciplined investing through SIPs and well-structured portfolios. I believe financial planning should be: ✔ Simple to understand ✔ Personalised to life goals ✔ Based on logic and discipline — not fear or speculation As a QPFP® , I follow ethical, client-first practices and ensure every recommendation is transparent, suitable, and backed by sound financial reasoning.