Mr. Pranav Gadgil
B.Com, MBA (Finance), CPFA
Founder – SAMYAK FINSERVE
“An industry veteran of 20 years known for his goal based investment strategies & client centric portfolio approach.”
Samyak Finserve is an advisory firm dedicated to the field of Investment & Financial planning since 2003.
It is promoted by Mr. Pranav Gadgil, who has gathered vast experience & is well versed with India’s securities market & investment enviornment. He is a CPFA, MBA (Fin) & B.com from University of Pune.
According to him, when it comes to investing one needs a holistic approach keeping in mind the surrounding factors, which the retail investors ignore most of the time. It is this need and his passion to educate people about financial planning that brought him into the industry.
An acute knowledge of financial opportunities & the potential risks involved, enables him to devolop, plan & execute strategies as per the financial need of clients.
Mr. Pranav Gadgil
B.Com, MBA (Finance), CPFA
Founder – SAMYAK FINSERVE
“An industry veteran of 20 years known for his goal based investment strategies & client centric portfolio approach.”
Samyak Finserve is an advisory firm dedicated to the field of Investment & Financial planning since 2003.
It is promoted by Mr. Pranav Gadgil, who has gathered vast experience & is well versed with India’s securities market & investment enviornment. He is a CPFA, MBA (Fin) & B.com from University of Pune.
According to him, when it comes to investing one needs a holistic approach keeping in mind the surrounding factors, which the retail investors ignore most of the time. It is this need and his passion to educate people about financial planning that brought him into the industry.
An acute knowledge of financial opportunities & the potential risks involved, enables him to devolop, plan & execute strategies as per the financial need of clients.
A trained workforce capable of handling some great work…
Vaibhav Bhagat
General Manager
Aloka Sharma
Head - Operations
Datta Bilpe
Insurance RM
Vaibhav Bhagat
General Manager
Aloka Sharma
Head - Operations
Datta Bilpe
Insurance RM
Some Milestones
A finance & investment advisory firm proudly managing assets of more than Rs. 300 Crores, helping financial dreams of more than 500 families come alive.
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