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Naresh Gandhi | Mpower Investments | PuneNaresh Gandhi | Mpower Investments | Pune

Naresh Gandhi

Mpower Investments•Pune,MH
S.No. 692/A/2A, Second Floor, Near City Pride Theatre, Next To Mc Donald, Pune-Satara Road ,
Pune, MH, 411037
S.No. 692/A/2A, Second Floor, Near City Pride Theatre, Next To Mc Donald, Pune-Satara Road , Pune, MH, 411037
About

I am a Certified Financial Planner (CFP) and Qualified Personal Finance Professional (QPFP) with over 23 years of experience in comprehensive financial planning and wealth management. Through Mpower Investments, I have had the privilege of serving more than 1,200 families and managing assets worth over ₹700 crores. My expertise spans goal-based investing, retirement planning, tax optimization, insurance planning, and long-term wealth creation. I work with a diverse client base including professionals, entrepreneurs, NRIs, women investors, senior citizens, and business owners, offering solutions tailored to their unique financial journeys. With a hybrid advisory model combining commissions and fees, and meetings conducted both physically and virtually, my focus remains on transparency, disciplined planning, and building lasting financial security for my clients.

Practice at a glance

20
Years of Experience
1200
Families Served
₹700
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, 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
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Naresh Gandhi.

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