Crescent Wealth Planners

‘Crescent’ is a unique and highly experienced financial advisory and wealth management firm founded in the year 1996 with collective experience of over 20 years. Based in Pune, we offer financial advisory services and personalized solutions for individuals, societies, charitable institutions, HNIs and small businesses to help our clients achieve financial security and wealth. We strive to utilise our extensive industry experience and strong research capabilities for the benefit of our clients. At ‘Crescent’ we believe that personal wealth planning can transform lives, families, and generations. Much more than just investment advice, personal wealth planning encompasses all parts of our clients’ lives. We are immensely proud of Crescent’s retention rate. Loyal clients – with whom we frequently enjoy multi-generation relationships – are ultimately our greatest satisfaction. Let our personal wealth planning experts assess your current financial situation and help you develop a disciplined, comprehensive plan to achieve your goals. Start Now Our Values Integrity: Our Most Important Value is Integrity. We strive to deserve our client’s trust in our character and competence. Objectivity: We offer comprehensive wealth management solutions by studying financial profile and expectations of the clients. Personalization: We believe in a client-centric investment process, focusing on personalized service and developing one-to-one relationships with our clients. Excellence: We strive to provide our clients with the highest level of service and encourage continual professional improvement for all of our advisors and employees. Our process includes the following stages: Discovering your unique goals and dreams — we will work with you to create a personalized wealth accumulation plan that considers your unique goals, cash flow, and financial risks. Collecting & Analyzing the Data — Financial planning is best delivered when supporting documentation is provided to support the facts. —we’ll give you a clear snapshot of where you stand, identify strengths that exist and examine potential points of vulnerability. Generate Financial Advice (IN WRITING) — based on the above we will device goal based plan for you. Present Findings Interactively. Implement-Implement the strategy and achieve goals. Reviewing it all — we will monitor your portfolio and also have personal meetings with you to discuss the progress and recommend any changes towards your goals.

Address: 9, Rama Madhav Apartment, Lane Number 9, Prabhat Road, Pune – 411004, India

Phone: +91 9764 002 596/7039099898/9766325380
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