Search By Categories

By Needs

By Products

By Specializations

Coming soon

Professionals Get Listed Download Free Guidebook

Get Financial Wellbeing Check-Up

Yogesh Pingle

Cresta Wealth•Pune,MH

406, 4th Floor, Westport, Pan Card Club Road, Baner,

Pune, MH, 411045

406, 4th Floor, Westport, Pan Card Club Road, Baner, Pune, MH, 411045

View Linkedin View Website

About

Yogesh is Certified Financial Planner®. He is the founder of Cresta Wealth. He has experience of 16 years in Personal Finance. His unbiased advice helps his client to leave worries and focus on their core profession.

Practice at a glance

Years of Experience

350

Families Served

₹155

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI

Language Spoken:Hindi, Marathi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

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

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Yogesh Pingle.

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

Stocks Portfolio Review

Retirement Readiness Check