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ABHIJEET PINJARKAR, CFP® | Veda Financial Services | PuneABHIJEET PINJARKAR, CFP® | Veda Financial Services | Pune

ABHIJEET PINJARKAR, CFP®

Veda Financial Services•Pune,MH
102, Taljai Paradise, Sahakar Nagar,
Pune, MH, 411043
102, Taljai Paradise, Sahakar Nagar, Pune, MH, 411043
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About

As a Certified Financial Planner (CFP®), I help individuals, families, and business owners achieve financial freedom through personalized, goal-based financial planning. With expertise across Mutual Funds, Portfolio Management Services (PMS), Structured Investment Products, Bonds, and Insurance Solutions, I focus on creating strategies that align with your life goals — not just market trends. My approach is simple: I don’t sell products — I offer solutions. Whether it’s wealth creation, protection, or legacy planning, I work to ensure your money serves your long-term dreams with clarity and discipline. 📩 Let’s connect to explore how we can build your financial future — strategically and confidently.

Practice at a glance

1
Years of Experience
50
Families Served
₹2
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Citizens / Retirees, Government Staff
Language Spoken:Hindi, Marathi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

MBA – Master of Business Administration, BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with ABHIJEET PINJARKAR, CFP®.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check