Ajay Pradhan

Stellar Finserv Plus Prime Wealth

Wealth Advisory Firm

Service Location

Navi Mumbai

Professional Licenses

SEBI RIA

#INA000018160

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

Millennium Towers, Sector 9, Sanpada East, Navi Mumbai, Maharashtra.

Website

https://sfpw.in/

Client Focus & Services

Best suited for

High-net-worth individuals, families, and institutions requiring sophisticated wealth management services. Clients with investable assets typically exceeding ₹1 crore who need multi-disciplinary teams handling complex financial needs.

Problems solved

Complex wealth management, multi-generational planning, tax-efficient portfolio construction, alternative investment strategies, risk parity management, concentrated position diversification, family office services, sophisticated estate planning, international wealth management, philanthropic advisory.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Ajay Pradhan

Stellar Finserv Plus Prime Wealth comprises a passionate team, including a Chartered Wealth Manager®, an AMFI Registered Mutual Funds Distributor, and IRDA Certified Insurance Advisors based in Navi Mumbai. They take pleasure in understanding client requirements and create a road map for their clients to achieve their goals, accompanying them during their journey towards financial stability and freedom.

They add time to the lives of busy and successful professionals and senior management executives in India and across the globe, assisting them in achieving a panoramic view of their finances. Through personalized and unbiased analysis of their finances, resources, and life goals, they empower client families to rid themselves of financial worries, allowing them the time and freedom to pursue activities they enjoy.

The team is committed to making a difference in the financial lives of their valued clients. They believe in developing strong relationships with every client by understanding their life-stage requirements, future life goals, risk profile, and suggesting appropriate financial products. They maintain a unique position by not being obligated to any principal company, enabling them to provide unbiased and professional guidance in suggesting financial products such as Mutual Funds, Fixed Income Securities, Retirement Planning, Insurance Coverage, and Estate Planning.

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