Where experience
meets clarity.
Pingale Financial Services began in 1993 in a small office above a chemist in Pune. Vasant Pingale, then a recently-retired bank manager, decided his neighbours deserved better financial advice than the city offered. Over three decades it has grown slowly, deliberately into a 42-person practice serving 8,400 families across Pune, Mumbai and Bengaluru, with sister advisors in Dubai and Singapore for NRI clients. The first principle hasn't changed: advise the family, not the product. We still won't take on a family we cannot meet in person at least once a year.
1993
42+
8,400
2
From clarity to confidence.
A simple process designed around your life — not around selling financial products.
We listen
45-min call to understand your goals, family, and concerns.
We audit
Review insurance, investments & taxes to find gaps.
We plan
Create a written plan with clear goals and timelines.
We execute
Handle forms, KYC, and paperwork while you approve.
We stay
Quarterly reviews and ongoing support through life changes.
We listen
45-min call to understand your goals, family, and concerns.
Free · No obligationWe audit
Review insurance, investments & taxes to find gaps.
Eye-openingWe plan
Create a written plan with clear goals and timelines.
Written. Yours.We execute
Handle forms, KYC, and paperwork while you approve.
Handled end-to-endWe stay
Quarterly reviews and ongoing support through life changes.
Lifetime relationshipBuilding Your
Financial Future
We're guided by a clear purpose and a vision for your financial wellbeing
Our Vision
To be the trusted partner that empowers individuals and families to achieve financial freedom and live life on their own terms.
Our Mission
To provide transparent, personalized financial guidance that simplifies complex decisions and creates lasting wealth for every client we serve.
Our Core Principles
Trust & Integrity
We act with honesty and transparency in every decision we make.
Client-First Approach
Your goals and wellbeing are at the center of everything we do.
Excellence
We strive for the highest standards in service and expertise.
Long-Term Partnership
We're committed to your success for life, not just today.
The people behind
your financial future.
A team of experienced professionals committed to providing thoughtful guidance, trusted advice, and long-term financial partnerships.
Michael Anderson
Founder & Managing Director
Sarah Williams
Senior Wealth Advisor
David Mitchell
Investment Strategist
Emily Carter
Financial Planning Advisor
Results matter.
People remember results.
Every story below is a real outcome from a real client. No composite examples. No hypothetical returns.
When my husband passed, I didn't know where to start. Pingale's team handled every document, every call, every follow-up. I didn't have to fight the insurer. They fought for me. The claim was settled in nine days. Nine days. I have never forgotten that.
Get A Free Estimate
Get an insurance quote to
get started!
New to Mutual Funds? Drop your details here and our experts will get in touch with you.