Financial Advisor, Planner in Chakan, PCMC, Talegaon, MIDC, Akurdi, Bhosari, Pune
Build, Protect & Grow Your Wealth with Expert Financial Planning by Nilesh Borhade - SEBI, IRDAI & AMFI Certified
Managing money today isn’t just about saving – it’s about planning, growing, and protecting your future. Whether you’re a salaried professional, business owner, or nearing retirement, having the right financial advisor in Chakan or nearby areas like PCMC, Talegaon, MIDC, Akurdi, Bhosari, Ravet, Nigdi and Pune can make the difference between financial stress and financial freedom.
Nilesh Borhade is an 15+ Year experienced, authorized and certified financial advisor in Chakan, Talegaon, Akurdi, Bhosari, PCMC and Pune
Certified Financial Planner in Pune
Nilesh Borhade as a certified financial planner in Chakan, Talegaon, Akurdi, Bhosari, PCMC, Moshi can helps you in:
Nilesh Borhade can help you plan your expenses, manage investments.
✅ Organize your income, expenses, and savings smartly
✅ Protect your family through insurance and emergency planning
✅ Multiply wealth with structured investments
✅ Plan for big goals – buying a home, higher education, or early retirement
✅ Avoid costly financial mistakes by getting unbiased advice
Why You Need a Financial Advisor in Chakan
Most people earn well – but few know how to make their money work for them.
If you’ve ever thought:
- “How do I plan my retirement?”
- “What’s the safest way to invest in mutual funds?”
- “Should I buy term insurance or invest in SIPs?”
- “How do I start saving for my child’s education?”
Then you’re already on the right track – you’re looking for clarity, and that’s exactly what we provide as a financial planner.
About Nilesh Borhade (Your Financial Planner)
Nilesh Borhade is a SEBI-registered Financial Advisor, IRDAI-licensed Insurance Consultant, and AMFI-certified Mutual Fund Distributor with over 5 years of experience helping professionals, entrepreneurs, and retirees in Chakan, Talegaon, Bhosari, MIDC, Akurdi, PCMC, Nigdi and Pune.
His expertise covers retirement planning, stock market investments, insurance coverage, savings strategies, and wealth generation – all tailored to your personal or business goals.
Unlike typical agents, Nilesh focuses on educating clients – ensuring every recommendation is transparent, personalized, and aligned with your comfort level.
About Nilesh Borhade (Your Financial Planner)
Nilesh Borhade is a SEBI-registered Financial Advisor, IRDAI-licensed Insurance Consultant, and AMFI-certified Mutual Fund Distributor with over 5 years of experience helping professionals, entrepreneurs, and retirees in Chakan, Talegaon, Bhosari, MIDC, Akurdi, PCMC, Nigdi and Pune.
His expertise covers retirement planning, stock market investments, insurance coverage, savings strategies, and wealth generation – all tailored to your personal or business goals.
Unlike typical agents, Nilesh focuses on educating clients – ensuring every recommendation is transparent, personalized, and aligned with your comfort level.
Our Core Financial Services
1️⃣ Personal Financial Planning
We create a 360° financial roadmap for you covering budgeting, goal-based investing, emergency funds, and wealth creation.
2️⃣ Mutual Fund & Stock Market Advisory
Start your mutual fund SIPs, diversify across equity, debt, and hybrid funds, or take your first safe step into stock market investing – all with expert guidance and AMFI-certified support.
3️⃣ Life & Health Insurance Advisory
Protect your loved ones with carefully selected term, health, and group insurance plans — ensuring complete coverage for family or employees.
4️⃣ Retirement Planning Advisor in Chakan
Whether you’re 30 or 50, it’s never too early to plan your retirement. We help you build a secure post-retirement incomethrough systematic, inflation-proof investment strategies.
5️⃣ Tax & Investment Optimization
Maximize returns while minimizing taxes – from Section 80C planning to long-term capital gains management, we help you retain more of what you earn.
6️⃣ Corporate Financial Planning
For industrial clients in Chakan MIDC, Bhosari, and Talegaon, we offer tailored financial structuring, business insurance, and director-level wealth planning.
Client Reviews & Experiences
I was searching for a financial advisor in Chakan who could help me start SIPs safely. Nilesh explained everything so clearly that I finally understood mutual funds for the first time.
Rahul Kadam, Chakan MIDC
Nilesh is the best financial planner in Talegaon – helped me set up insurance, investments, and a solid retirement plan. His SEBI and IRDAI credentials gave me complete trust.
Meenal Deshmukh, Talegaon
As a small business owner in Bhosari, I was always confused about balancing investments and business cash flow. Nilesh’s financial advice helped me manage both efficiently.
Ravi Patil, Bhosari MIDC
I started working with Nilesh during the pandemic. His online consultation from Akurdi saved me time and gave me confidence to invest consistently
Pooja More, Akurdi, Pune
I consulted Nilesh for retirement planning in Pune. His personalized, easy-to-follow plan gave me peace of mind that my family’s future is secure.
Vinod Shah, PCMC
Being new to investments, I didn’t know where to begin. Nilesh’s approach made me comfortable and educated me about wealth generation. Best financial advisor in Chakan!
Sakshi Pawar, Chakan
How We Help You Plan Your Financial Future
We follow a transparent, step-by-step process:
1️⃣ Understand Your Goals – Family, business, retirement, or education
2️⃣ Assess Your Risk Profile – Conservative, moderate, or aggressive investor
3️⃣ Design a Tailored Investment Mix – SIPs, mutual funds, insurance, stocks
4️⃣ Implement Efficiently – Seamless setup with top fund houses and insurers
5️⃣ Monitor & Adjust Regularly – Quarterly reviews and long-term guidance
Our mission: to turn your financial anxiety into clarity and confidence.
✅ SEBI, IRDAI & AMFI Certified Advisor
✅ 5+ Years of Trusted Experience
✅ Transparent, Unbiased Financial Guidance
✅ Goal-Based Planning for Every Life Stage
✅ Dedicated Post-Investment Support
📍 Locations We Serve
Nilesh Borhade is an Investment Advisory, Financial Planner, Retirement Planner in Chakan, Talegaon, MIDC, Akurdi, Bhosari, Nigdi, PCMC, Moshi, Alandi, Pimpri-Chinchwad, Dehu Road, Moshi, Alandi, Pune
Common Questions from Clients
Q1. What’s the difference between a financial advisor and mutual fund agent?
A financial advisor looks at your entire life plan – income, risk, goals, and family – not just investments. Nilesh combines both roles with SEBI, IRDAI, and AMFI certifications.
Q2. Is financial planning only for the rich?
Not at all. Whether you earn ₹30,000 or ₹3,00,000 per month, financial planning is about discipline, not size. Even small SIPs can build big wealth over time.
Q3. How safe are mutual fund investments?
We select funds from top-rated AMCs, diversified across sectors, and monitor your portfolio regularly. Your money remains in your control – fully transparent.
Q4. What makes Nilesh Borhade different from others?
His client-first, education-based approach. No sales pressure, no commission bias – just pure advisory backed by SEBI & IRDAI standards.
Q5. Do you offer retirement planning for government employees or professionals?
Yes, we specialize in custom retirement plans for salaried employees, business owners, and self-employed professionals.
Q6. How do I start?
Simply book a free consultation or Text on WhatsApp. We’ll analyze your current finances, define goals, and show you a clear roadmap – step by step.