We are located at Law College Road, Pune 411 004 and have been in the financial planning business since 1996. We are 'fee only' financial planners. This means that we work  for the client and not for the Mutual Fund Company. Since we charge the client for our time and get nothing from the mutual fund, insurance or other agencies, you can be rest assured that the plan is made with your interests in mind and not based on third party incentives  


At Sardesai Finance you will find a wealth of knowledge and international expertise in the field of finance & investments. We pride ourselves in being able to provide simplified, uncomplicated advice without being swayed by commissions or brokerage concerns.

Our Chief Executive, Veer Sardesai, has an MBA from The Kelley’s School Of Business, Bloomington, USA with a specialization in Finance and a focus on Investment Management. The Kelley School is one of the top ranked MBA programs in the world. He brings to the table expertise in diverse fields of finance from asset allocation, diversification and risk management to income tax & wealth tax optimization.  

In recognition of our work in the field of  financial planning services, the Board of Standards, Denver, USA through its indian subsidiary, The Association Of Financial Planners, has conferred Mr. Veer Sardesai with the title of CFPCM . The ceremony was held at The Oberoi, Mumbai and presided over by the then SEBI Chairman, Mr. G N Bajpai. 

 

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