



To become the best and most sought after financial advisory and consultancy firm in India by providing a convenient, high quality, process driven and goal oriented wealth creation platform.
To enable wealth creation for our clients through quality and unbiased financial planning advice . Help, mentor and guide all our clients to live a prosperous and purposeful financial, social and personal life.
Our values are the base on which the trust of our clients’ rests. We love the fact that our clients have put their trust on us time and again. Our integrity is our strength; we are discreet about confidentiality of our clients’ information. Our advice is honest and time tested. We always feel accountable and responsible to our clients. We strive hard that the suggestions, advices and processes provided by us are delivering the desired outcomes
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Proudly guiding more than 400 families and corporates towards a debt free financially stable future. And we are getting noticed.
Transparency
Trust and transparency play a great role in our relation with our clients. The root cause of any betrayal majorly is trust, but it’s also true that absence of trust becomes a hindrance to grow ahead. So we follow the golden Russian adage “TRUST BUT VERIFY”. At Planwise we try to make the process so transparent that the issue of trust is negligible. There are no fake commitments, only a process, a discipline that helps you to achieve your financial goals and stability.


Clients’ Growth
Often the growth of an individual is linked with the returns earned. But the fact is, it is not returns that gives the stability but the amount that is saved. Returns are earned on the amount which is saved effectively. If we fail to save enough money the returns over it won’t be able to help us achieve the desired financial goals. So the key factor towards financial stability is not high returns, but high savings along with the decent returns. “High Risk High Returns” may deceive, but “Moderate Risk and Decent Returns” always work. Our clients eventually appreciate and boast their growth through the measure of effective savings.
Our Approach
We believe in a lifetime association with our clients. To avoid any financial debacle, we try to understand each and every need and the risk appetite of our clients through counselling sessions. All the solutions are tailor-made and enough time and attention is given to individuals or corporates before executing any financial strategy. It is a continuous process of designing, executing and upgrading the strategies. Thus our approach is to create generational wealth.

Transparency

Trust and transparency play a great role in our relation with our clients. The root cause of any betrayal majorly is trust, but it’s also true that absence of trust becomes a hindrance to grow ahead. So we follow the golden Russian adage “TRUST BUT VERIFY”. At Planwise we try to make the process so transparent that the issue of trust is negligible. There are no fake commitments, only a process, a discipline that helps you to achieve your financial goals and stability.
Client's Growth

Often the growth of an individual is linked with the returns earned. But the fact is, it is not returns that gives the stability but the amount that is saved. Returns are earned on the amount which is saved effectively. If we fail to save enough money the returns over it won’t be able to help us achieve the desired financial goals. So the key factor towards financial stability is not high returns, but high savings along with the decent returns. “High Risk High Returns” may deceive, but “Moderate Risk and Decent Returns” always work. Our clients eventually appreciate and boast their growth through the measure of effective savings.
Our Approach

We believe in a lifetime association with our clients. To avoid any financial debacle, we try to understand each and every need and the risk appetite of our clients through counselling sessions. All the solutions are tailor-made and enough time and attention is given to individuals or corporates before executing any financial strategy. It is a continuous process of designing, executing and upgrading the strategies. Thus our approach is to create generational wealth.
Today people are stuck between “ I need to save money” and “ You only live once”.
Why our clients love us?
Anand Verma
“I thank Shrikant Mukte for his valuable advice .My view towards investment and wealth building have dramatically changed with his association, his approach towards goal is more rational, and this is what I like in him the most.”
Saumajit Bandopadhyay
Shrikant is a great professional and has helped me relook at my finances with a completely new perspective. He goes that extra mile to help which makes him stand apart. He is not trying to sell you anything like most of the other professional firms might be doing. That’s a USP I would say. He is more keen on having a long term relationship. In a nut shell, a great guy to work with. Keep doing the good job that you do.
Yamini Khurana
I am really happy with my financial stability. They made me realize it could be achieved with minor lifestyle adjustments.
Pankaj Waghmare
My life was a bit stressed when I tried to manage my debts. Gradually it became a vicious cycle of debt to debt, whenever I tried to clear out my loans. Planwise has greatly influenced my life by making me realize my misconceptions on debt management and educated me about the principle that helps you get out of the debt hole.
Binay Kumar
(Country Sales Head – Cloudaction Technology Services Pvt Ltd)
There was a time when I was worried on financial planning side and there was a time when I was looking for someone to take care of this planning. One fine day I met Shrikant a financial consultant from “Planwise Consultants And Wealth Managers”. They know what they are doing. They did not manage my finances but they made sure that I understands. They made me independent of relying on someone for my finances and that’s the thing that actually makes them a trustworthy advisors. I thank you Planwise team for taking care of everything.
Tushar Tendulkar
(Practicing Company Secretary Pune)
The best part about Planwise Financial Planners, is they not only design portfolio, but they give us targets for savings, they follow up with us for savings.
Automatically Moto of our life changes to:
Income – Savings = expenditure.
Pramod R Ingle
(General Manager – ITS Mahindra Sanyo Special Steel Pvt. Ltd.)
I have been a client of Planwise for last one year and would recommend their services. Prior I was not having clarity on my financial situation nor any long term plan with regards to my retirement. But after one year of services from Planwise I have better sense of savings clarity on Financial Goals & Retirement Plan.
Hitesh Parihar
(IT professional Pune)
We got associated with Planwise in 2018. Best thing about this company is, they make customized plans for each customer. We started investing with very small amounts but now we can see the savings because of it. And they managed to finish our HOME LOAN in just 3 years. They have an experienced and trustworthy team.