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Ajeet Kumar Pandey
Investment Climb Advisory
Registered Investment Advisor
Bengaluru
SEBI RIA
#INA000018726
Fee Based Registered Financial Advisor
No commission-based products
This financial advisor operates on a fixed AUM or fee-only basis, ensuring their recommendations are aligned with your best interests.
Contact Information
Address
No. 43, 2nd floor, Wilson Garden Housing Society, J P Nagar 7th Phase, Bengaluru - 560 078, Karnataka.
Website
https://www.investmentclimb.com
About Ajeet Kumar Pandey
Ajeet Pandey is the Founder of Investment Climb Advisory, where he is dedicated to empowering High Net Worth Individuals (HNIs) to achieve financial independence and build multiple streams of passive income. His passion for wealth creation has been the driving force behind his career, shaping his approach to delivering personalized, strategic financial guidance.
Ajeet began his professional journey with HDFC, where he honed his expertise and developed a strong foundation in financial markets. He later joined 29k Investment Advisers Pvt. Ltd., where he spent over a decade advising HNI clients. During this period, he gained extensive experience in structuring financial portfolios, designing wealth strategies, and addressing the unique needs of affluent individuals and families.
Today, through Investment Climb Advisory, Ajeet serves clients across India and the UAE, offering comprehensive financial planning, wealth management, and portfolio advisory services. His expertise spans mutual funds, direct equity, and a wide range of sophisticated investment instruments in both domestic and international markets. With a client-first philosophy, Ajeet is committed to helping individuals organize their finances, achieve their goals, and secure long-term prosperity. He continues to guide clients on their journey toward financial success with trust, discipline, and a holistic perspective.
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