Balaji Ainule

AdviCrest

Financial Advisor

Service Location

Pune

Professional Licenses

None Listed

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

Ragunandan Apts., Baner Mahalunge Road, Balewadi Phata, Baner, Pune-45

Website

https://www.advicrest.com/index.html

Client Focus & Services

Best suited for

Individuals and families seeking comprehensive financial planning guidance. Clients looking for help with investment decisions, retirement planning, tax optimization, and wealth accumulation strategies. Ideal for those at any life stage who want professional advice managing their financial future.

Problems solved

Lack of clear financial direction, uncertain investment strategy, inadequate retirement savings, inefficient tax planning, uncoordinated financial decisions, difficulty setting and achieving financial goals, confusion about insurance needs, optimizing portfolio allocations.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation which may create potential conflicts of interest.

About Balaji Ainule

Certified Financial Planner specializing in Financial Planning, Investment, and Insurance, with a certification from MDI Delhi.

Meet Mr. Balaji Ainule, a Certified Financial Planner with MDI Delhi credentials in Financial Planning, Investment, and Insurance. Over the course of 13 years, he has accumulated extensive experience in insurance and financial planning, serving a diverse clientele of over 4500 individuals and corporates. For the past eight years, he has been imparting knowledge and nurturing aspiring minds at the Indian Institute of Organization Development.

Due to his wealth of experience and reputation in the insurance sector, he now serves as a visiting faculty member for various prestigious institutions, including State Government Class-One Officer Training, State Government Class-One Training, PCMC Police Training, MIDC Office Training, IT & Manufacturing Company Training, and LIC Zonal Training Center. He has been providing expert guidance in financial planning for over half a decade. His expertise spans operational finance, financial planning, insurance, and more.

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