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Sachin  Mantri | Plan Dreams Financial Solutions | PuneSachin  Mantri | Plan Dreams Financial Solutions | Pune

Sachin Mantri

Plan Dreams Financial Solutions•Pune,MH
Pimple Saudagar Pune,
Pune, MH, 411017
Pimple Saudagar Pune, Pune, MH, 411017
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About

I'm a Personal Finance Specialist with over a decade of experience helping individuals, families, and corporates make smarter financial decisions. My core focus lies in investment solutions, retirement solutions, risk management, and goal-based financial strategies. I believe personal finance should be simple, personalized, and empowering. Over the years, I’ve worked with a wide range of clients—each with unique goals and challenges. 🔹 A young couple approached me to start investing for their newborn’s education. We built a long-term SIP portfolio aligned with inflation and future education costs. Today, they’re on track without compromising their lifestyle. 🔹 A 50-year-old professional came to me with no retirement plan. Together, we restructured his finances, cut unnecessary risks, and created a retirement corpus plan that gave him confidence and clarity. 🔹 A business owner faced irregular income and was unsure how to invest. We built a flexible investment strategy with emerge

Practice at a glance

7
Years of Experience
800
Families Served
₹125
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings: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)
Language Spoken:Hindi, Marathi, English

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

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
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
Loan Against Securities
PMS
SIF

Complimentary Services

Get any of the free services to experience working with Sachin Mantri.

Financial Goals Analysis
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check