Our Advice You Can Bank On
Personalised financial and strategic advisory for individuals, families and businesses.
Our Advice You Can Bank On
Personalised financial and strategic advisory for individuals, families and businesses.
PRIVATE WEALTH
Financial Planning
Investment & Wealth Management
Investment & Wealth Management
Investment & Wealth Management
Investment & Wealth Management
Investment & Wealth Management
Mutual Funds
Investment & Wealth Management
Mutual Funds
PMS / AIF
Insurance Planning
Mutual Funds
SIF
Insurance Planning
Insurance Planning
Insurance Planning
Insurance Planning
Insurance Planning
CORPORATE & CAPITAL ADVISORY
Funding Arrangements
Funding Arrangements
Funding Arrangements
Business Loans
Funding Arrangements
Funding Arrangements
M&A Advisory
Funding Arrangements
M&A Advisory
IPO Advisory
Strategic Capital Advisory
M&A Advisory
Strategic Capital Advisory
Strategic Capital Advisory
Strategic Capital Advisory
Why PALEKARS
01 | Four Decades of Experience
02 | Advice Built Around You
03 | Relationships That Last
04 | A Wider Perspective
05 | Expertise, When You Need It
WHO WE SERVE
Individuals & Families
Individuals & Families
Individuals & Families
Building, protecting and planning for the future.
From starting your investment journey to planning for retirement, children's goals and long-term wealth, we help individuals and families bring their financial priorities together.
Financial Planning | Investments | Wealth Management | Insurance
HNI & Global Clients
Individuals & Families
Individuals & Families
Managing wealth with a broader perspective.
For clients with more complex financial needs, we provide personalised investment and wealth-management solutions aligned with their objectives, time horizons and broader financial picture.
Wealth Management | PMS | AIF | SIF | Financial Planning
Entrepreneurs & Business Owners
Entrepreneurs & Business Owners
Entrepreneurs & Business Owners
Your business and personal wealth are connected.
For entrepreneurs and business owners, personal wealth and business decisions often go hand in hand. We help clients look at both sides of that equation — from personal investments and financial planning to funding and strategic capital requirements.
Wealth Management | Financial Planning | Funding | Capital Advisory
Businesses & Promoters
Entrepreneurs & Business Owners
Entrepreneurs & Business Owners
Financial decisions that shape the next stage of growth.
We facilitate access to specialist advisory expertise for businesses and promoters considering funding, mergers and acquisitions, IPOs and other strategic capital requirements.
Funding | M&A Advisory | IPO Advisory | Strategic Capital
Testimonials
Create E-Wealth Account
Contact Us
Better yet, see us in person!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
PALEKARS Financial Services
Mumbai | Pune
Hours
Today | By Appointment |