About Us

About Us

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How We
Can Help

We are a trustworthy financial advisor. We recognize financial requirements of individuals and assist them with investments (such as stocks and bonds), tax laws, and insurance choices. We help our clients plan for short-term and long-term goals, such as education expenses and retirement. We are a financial advisory firm working in the investments to match the clients’ goals.

Financial Planning & Investment Planning

Invest n Rich is a financial advisory firm based in Pune and PCMC whose comprehensive and practical approach has built many trustworthy associations with  individual professionals, businesspeople,, Corporate bodies, Trusts and Institutions due to our skill to scrutinize and recognize the Investment Requirements of our clients.

We build, improve and preserve individual capital through independent, personalized financial plans. We identify the necessities of each client.

We are a trustworthy financial advisor. We recognize financial requirements of individuals and assist them with investments (such as stocks and bonds), tax laws, and insurance choices. We help our clients plan for short-term and long-term goals, such as education expenses and retirement. We are a financial advisory firm working in the investments to match the clients’ goals.

We stand as Dynamic professionals with strong work ethics, we offer innovative and unique proposals, we stand as a creator of cost effective, flexible, proactive Investment and wealth management solutions that are beneficial to our clients. We aim to support our clients to meet a lifestyle they want and achieve the financial targets.

We assist our clients to attain their financial goals and understand their visions for themselves, their families, and their businesses or professions.

Our mission is protecting our investor against any challenges arising in the investment markets that arise predominantly due to any negligence in evaluating market comportments.

We help our clients in providing our personalized, cost-effective, yet practicable investment plans which are framed by skilled financial professionals.  The important thing is taking the steps in the right direction and we assist you to choose direction

Financial Planners in Pune

Director, Invest N Rich LLP

Prashant Pawar started his Financial Analysis & Research at his 20 age when he had started his career in IT. In big recession of 2008, he has observed that many people lost their jobs, and got troubled due to Financial Crises. On the other hand, there were people in society who were earning very good profits even in the recession phase. At the same time, He himself invested money, which were almost doubled in next 5 years. This states the Power of Compounding & Time value of money. Prashant believes that discipline to manage finance is very important since Finance is a backbone to meet all Financial Goals.
Prashant assist clients to make personal Financial Architecture of their finances as like as, we make plan while building a house. Proper plan and its execution help us directionally to create & manage Wealth. Once the Financial Architecture / Plan is ready, Prashant helps clients to decide which investment tool is best suitable as per their Financial Goals and Current Situation. As we have a Family Doctor to take care of our Health, Financial Advisor is one who takes care of our Family’s Wealth. Prashant also loves to mentor clients on the Psychology of Money behind taking any major Financial Decision. As an Investment Advisor, He has strong analytical skill; he encourages his team to put their 100% in their work and makes sure that all the activities are carried out strategically & smoothly which results in increasing Happy Clients

“We have 7+ years experience in Investment consulting”

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