Adyanta Financial Consultancy
Adyanta is a part of India’s modern breed of Financial Consultancy Firms, providing Comprehensive & Integrated Financial Solutions to Individuals & Families to help them achieve their financial goals and ultimately Financial Freedom. Ventured in the year 2011, Adyanta is a combination of two Sanskrit words – “Aadya” meaning Beginning and “Anta” meaning End. Thus, Adyanta denotes “from Beginning to End”.
With a vision to create a WOW experience, we extend unbiased, accurate, and independent professional advice along with complete assistance for hassle-free and swift execution. As a result, we arm you to achieve your ultimate destination – Financial Nirvana, where there is Zero Financial Stress in Life, Enough Time for things that Truly Matter, Peace of Mind and everlasting Happiness. In short its state of Mind where one experiences true Freedom and Abundance in Life.
We firmly believe that no two clients are alike & hence take into account their unique situation and risk tolerance to provide recommendations that are truly personalized. To provide World Class technology and the widest range of services to our clients, we have made strategic alliances with some of the Best Financial Service Providers in the Country.
Nestled in the capital economic hub of India – Mumbai, our reach spans nationwide. We also serve the NRIs & P.I.O’s residing across the globe, who still have a strong connect with India.
Our Prestigious Clientele include Business people, Professionals, and Executives of Public and Private Sector Companies as well as MNCs spread across Geographical boundaries and Industry Sectors.
Join us on this transformative journey towards Financial Nirvana.
Purpose
To Enhance happiness in the Lives of people by helping them fullfill their Dreams & realize Financial Freedom.
Mission
Mission 2025: To partner with 10,000 Indian families to help them achieve their financial goals in a way which suits their priorities and concerns.
Vision
To Be the Most Admired & the Most Preferred Financial Planning Firm in the Country with latest tools, features and expertise.
Values
Our Core values consists of Transparency & Empowerment, Trust & Credibility, Customer First, Commitment & Teamwork, Passion & Performance.
“Financial Planning is a Journey, Not a destination” - Alan Goldfarb
Founder: Mr. Vipul Bane
B.Sc, MBA, AFPCM, CPFA
Financial Planner & Wealth Advisor
16+ years Experience in BFSI
Unbiased Advice, Systematic Approach & Passionate Service keeping the customer at the centre…Is what defines “Adyanta Financial Consultancy”.
From an initiative to its expansion, a dream to its realization, we have come a long way today.
We are a part of India’s modern breed of Financial Consultancy Firms which provide Comprehensive & Integrated Financial Solutions to Individuals & Families starting from Financial Planning going upto Execution and Monitoring along with some value-added services such as Wealth Management & Real Estate Solutions.
Ventured in the year 2011, Adyanta is a combination of two Sanskrit words – “Aadya” meaning Beginning and “anta” meaning End. Thus, Adyanta denotes “from Beginning to End”.
With a vision to create a WOW experience, we extend unbiased, accurate, and independent professional advice along with complete assistance for hassle-free and swift execution. As a result of which, we arm you to achieve your ultimate destination – Financial Freedom, a stage where the Financial Future of the entire Family is fully secured & there is no Financial Stress in Life.
We firmly believe that no two clients are alike & hence take into account their unique situation and risk tolerance to provide recommendations that are truly personalized. In order to provide World Class technology, the widest range of services to our clients and to enhance our strength we have made strategic alliances with some of the Best Financial Service Providers in the Country.
Nestled in the capital economic hub of India – Mumbai our reach spans nationwide. We also serve the NRIs & P.I.O’s residing in the Gulf Region, U.S, Europe, Australia & other places across the globe, who still have a strong connect with India.
Our Prestigious Clientele include Business people, Professionals and Executives of Public and Private Sector Companies as well as MNCs spread across Geographical boundaries and Industry Sectors.