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Madhur Gundecha | Ligna Wealth Advisors | Navi mumbaiMadhur Gundecha | Ligna Wealth Advisors | Navi mumbai

Madhur Gundecha

Ligna Wealth Advisors•Navi mumbai,MH
X-3118, Akshar Business Park, Plot No.3, Janta Market Rd, opposite APMC Market, Sector 25, Vashi-400703 ,
Navi mumbai, MH, 400703
X-3118, Akshar Business Park, Plot No.3, Janta Market Rd, opposite APMC Market, Sector 25, Vashi-400703 , Navi mumbai, MH, 400703
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About

I am a SEBI Registered Investment Advisor (RIA) — Registration No. INA000019248 — committed to delivering transparent, unbiased, and research-driven financial guidance. My passion lies in simplifying finance for the everyday investor. I believe that good advice is not about complexity, but about clarity, discipline, and helping people make informed decisions with confidence. We work closely with individuals and families to build long-term, sustainable financial plans tailored to their unique goals and life stages. What we Specialize In: 🔹 Comprehensive Financial Planning End-to-end planning that covers cash flows, risk management, investments, tax efficiency, and goal-based strategies. 🔹 Investment Advisory (Fee-Only) Advising across Mutual Funds, PMS, AIFs, and other regulated products. We follow a no-commission, no-conflict approach and do not recommend direct stocks. 🔹 Retirement Planning Helping clients design a secure, inflation-adjusted retirement roadmap

Practice at a glance

3
Years of Experience
30
Families Served
₹20
Crores Managed

Practice Details

Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹25,00,000 & more
Nature of earnings:Fees
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English

Qualification Completed

CFA – Chartered Financial Analyst

CA – Chartered Accountant

Licenses Held

SEBI Registered Investment Adviser

INA000019248

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt

Can help you buy / invest in

Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
PMS
SIF
AIF
Gift City

Complimentary Services

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