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ANANDRAJ MAHOR | Financial Fitness Private Wealth | PuneANANDRAJ MAHOR | Financial Fitness Private Wealth | Pune

ANANDRAJ MAHOR

Financial Fitness Private Wealth•Pune,MH
Office No.218, Pentagoan, Above axis bank, Near Panchami Hotel, Pune,
Pune, MH, 411009
Office No.218, Pentagoan, Above axis bank, Near Panchami Hotel, Pune, Pune, MH, 411009
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About

As a Certified Financial Planner (CFP®), I help individuals and families achieve their long-term financial goals through structured and personalized planning. With over 9 years of experience across real estate, legal, and financial services, I provide guidance in retirement planning, investments, tax planning, estate planning, and risk management. I focus on creating tailored strategies based on each client’s unique needs, goals, and risk profile. I believe in building strong relationships through trust, transparency, and clear communication. My approach is simple: help clients make informed decisions and achieve financial clarity and confidence. I am committed to maintaining the highest ethical standards and continuously upgrading my knowledge to serve my clients better.

Practice at a glance

9
Years of Experience
500
Families Served
₹35
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, Marathi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

354987

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with ANANDRAJ MAHOR.

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
Risk Profile Assessment
Financial Wellbeing Workshop