SEBI Registered Fee-Only Investment Advisor in Nagpur
One of the few investment advisers to hold the CFA, FRM and CQF
Pranamya Financial Services is a SEBI registered investment adviser (Reg. No. INA000013800) based in Nagpur, working on a strictly fee-only basis. We earn only from the advice fee you pay us — never from commissions on the products you buy — so our guidance stays aligned with your interests. The firm is led by Hrushikesh Kale, one of the few advisers in Nagpur to hold the CFA, FRM and CQF qualifications together. We help families and professionals across Nagpur plan their investments, retirement and long-term wealth with clear, conflict-free advice.
You deserve better
- Generic Mutual Fund Recommendations
- Gut-Feel Investment Decisions
- Hidden Fees & Conflicts of Interest
- Quantitative Risk-Adjusted Portfolio Construction — Data-Driven Portfolios Built Around Your Risk
- Machine Learning Models & Advanced Analytics — Smarter Investment Decisions Backed by Data
- Transparent Fee-Only Advisory (SEBI RIA) — Your Fee-Only Financial Advisor in Nagpur
What Makes Pranamya Different?
Qualification Depth
Technology Edge
Client-First Approach
How We Help You Build Wealth
Wealth Management
Retirement Planning
Risk Profiling
Goal-Based Planning
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Discovery
Assessment
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Partnership
Pranamya took the time to understand my financial goals and risk tolerance before recommending investment plans. Their research-driven and client- centered approach demystified mutual funds, insurance, and long-term strategies. With clear explanations and ongoing review, I feel confident taking control of my financial future.
Manager Development Manager at
EXXONMOBIL
Achieving Financial Goals Together
4.9 +
Answers About Our Financial Planning & Investment Advisory Services
A fee-only financial advisor is paid directly by the client for advisory services and does not earn commissions from financial products. Pranamya Financial Services operates as a SEBI Registered Investment Adviser and follows a fee-only model, so our advice is not influenced by product commissions.
We help individuals and families create a personalized financial plan based on their goals, income, expenses, investments, liabilities, risk profile, and time horizon. The plan can cover areas such as investments, retirement planning, tax planning, insurance needs, and long-term wealth creation.
No. Pranamya Financial Services follows a fee-only advisory model and does not earn commissions or trail income from mutual funds, insurance companies, or other financial product providers. Our income comes from the advisory fees agreed with our clients.
We primarily work with individuals, families, professionals, and investors who want structured, personalized financial advice. Our recommendations are based on each client's financial goals, risk profile, existing investments, liabilities, and stage of life.
We begin by understanding your financial goals, risk tolerance, existing investments, liabilities, and investment horizon. We then develop a personalized investment strategy and provide documented advice based on your financial circumstances and objectives, with periodic reviews and rebalancing where appropriate.
