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Manish Bajaj | GrowWize Wealth Private Limited | PuneManish Bajaj | GrowWize Wealth Private Limited | Pune

Manish Bajaj

GrowWize Wealth Private Limited•Pune,MH
604, Archway, Sopan Baug, Balewadi,
Pune, MH, 411045
604, Archway, Sopan Baug, Balewadi, Pune, MH, 411045
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About

As the Founding Director of Growwize Wealth Private Limited, an AMFI registered Mutual Fund Distribution firm, I bring over two decades of experience in Taxation, Personal Finance, and Investment Advisory. Backed by my Chartered Accountancy qualification, my goal is to simplify and streamline wealth management for individuals, families, and businesses through tailored, holistic financial solutions all under one roof. My passion extends beyond wealth management into mentoring startups, particularly in the technology space. Over the years, I’ve partnered with several emerging companies, supporting their growth journeys by implementing efficient Accounting, Payroll, and Financial Reporting systems. With a strong foundation built through my experience at leading institutions like PwC, Edelweiss, and Credit Suisse, I offer clients valuable insights into Financial Risk Management and Strategic Financial Planning. At GrowWize, my mission is to help clients overcome challenges, make informed

Practice at a glance

5
Years of Experience
150
Families Served
₹25
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management
Language Spoken:Hindi, English

Qualification Completed

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

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
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Manish Bajaj.

Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review