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Kiran Deshmukh

Verified

Deshmukh Wealth Partners

Mutual Fund AdvisorSIP Advisor
4.7 (76)Pune, Maharashtra8+ yrs
Current offer

Free 60-min financial planning session for new clients

Overview

Experience
8+ years
Location
Pune, Maharashtra
Timing
Mon–Sat · 10:00 AM – 7:00 PM
Category
Mutual Fund Advisor, SIP Advisor

About us

AMFI registered mutual fund distributor helping young families build wealth through goal-based SIPs. Manages portfolios for 350+ households across Pune.

Services offered

  • Goal-based SIP planning
  • Lumpsum & SWP planning
  • Tax-saving ELSS funds
  • Portfolio review & rebalancing

Why choose us

  • AMFI ARN registered
  • Transparent direct + regular plan comparison
  • Quarterly portfolio review included

Reviews & ratings

Saurabh T.1 month ago

Helped me set up SIPs aligned to my retirement goal. Very systematic.

Frequently asked questions

Contact info

Service coverage

Pune · PCMC · PAN India remote

Free within Pune municipal limits

Consultation modes

  • In-person
  • Phone
  • WhatsApp
  • Video call

Payment modes

  • UPI
  • Bank transfer