Our Services
Auditing
We will audit your existing equity shares portfolio and after studying your portfolio we shall recommend changes in your portfolio.
Portfolio Management
We are distributors for several Portfolio Management Schemes (PMS), minimum investment is Rs 50 lakhs. You can give your existing stocks worth Rs 50 lakhs also for PMS
Trading
You can open demat and trading account with IIFL and give us power of attorney to do trading on your behalf. Minimum investment is Rs 2 lakhs. You can monitor your trading and demat account on daily basis since login id and password shall be available with you.
Trading platform
Those who wish to trade on their own. We shall give you IIFL trading platform with brokerage lowest in the industry and complimentary IIFL equity desk advisory.
ABOUT US
Who We Are
Moneywise WealIth Planners delivers services that entail comprehensive Financial Planning and Wealth Management Solutions.
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20 years of work experience in wealth management and financial planning and 11 years of teaching experience.
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Present Assets Under Management are approximately Rs. 250 crores in mutual funds and Rs 50 crores under other financial assets.
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Present client base: approximately 1,500 clients.
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Sandeep Sahasrabudhe is Author of the book “Demystifying Asset Classes”.
- Sandeep Sahasrabudhe won several accolades for being amongst the top performing Investment Advisors in India including winner of the prestigious Bancassurance trophy from the Chairman, Axis Bank twice in succession.
Products we deal
Financial planning & Wealth Management
Estate Planning.
Personal Details
Client Meeting Schedule
Client Feedback
Assumptions made while drafting the financial plan
Analysis of each Goal
Investment Plan
Mutual funds and equities
LIQUID : 4% to 6%
DEBT : 8% to 11%
BALANCED : 15% to 18%
EQUITY : 20% to 25%
20+
EXPERIENCE
1500+
HAPPY CLIENTS
90+
FINANCIAL PLANNINGS
I know Sandeep now for more than 8 years as a Financial Advisor and friend. He is very knowledgable in the Personal finance arena. I am amazed about he is continuously pivoting his career in Real estate, Hospitality etc. I would certainly recommend Sandeep as a Perseverant and Innovative associate.
Sandeep has been a great influencer and helped me take many of my investment and savings related decisions over the last 10 years. He is a trusted advisor who has grown from strength to strength with sheer hard work and excellent customer relationship management. He has aggressively built his foods and beverage business in addition and is a proud owner of a few restaurants, cloud kitchens and pubs in Pune city. Wishing Sandeep all the best in his future endeavours.
Sandeep is the most enterprising person I have ever met. The zeal and enthusiasm with which he works makes all his plane come true. Many say but this man actually practices work as worship. He has unlimited energy and still has patient ear for details. He is always open for ideas and feedback and would put it to constructive use. He is positivity incorporated within himself and truly a multi talented entrepreneur. No doubt we can see him running various fields of business successfully
I have worked under Sandeep sir guidance,he is a great mentor have learn't a lot from you sir,which actually helped me in my professional career,my gratitude to you for helping me in my journey of professional life. I would highly recommend you for your great investment knowledge and people management.
Sandeep Sir has been a great mentor to me. I interned with him while I graduated and it was an amazing experience working with him. He guided me through the work and also imparted good knowledge and understanding of a lot of concepts on wealth management. Since then, he has ventured into a lot of other opportunities and it is great to see him succeed.
Sndeep is well versed financial professional, who understands customer profile in totality to develop matter of fact financial strategy.
Sandeep is a very smart Financial Planner. His advises / recommendations on buying the financial products has helped me immensely. He is very hard working, intelligent and knows his subject very well. I wish him all the very best. M. G. Dixit.
Sandeep's journey from Axis Bank till today has been very inspirational. He is a perfect example of an ambitious and a hardworking individual. He has a keen eye for detail, wealth of industry experience and knowledge, which makes him a superior financial planner and a teacher/mentor. I wish him best of luck for all his endeavors.
Sandeep is a reliable person whom you can trust to manage your money. He understands the financial needs of his clients and plans appropriately for the achievement of financial goals. He is transparent in his dealings and will keep clients informed of all potential risks associated with the selected products.
Sandeep Sir is truly a stand-out teacher because of his sheer dedication to his students. He always made sure that all students understand the finance concepts properly. The main part on which Sandeep sir focused was making our financial base strong, which has been extremely beneficial for me now. Sandeep sir is an extremely sincere and humble person, that's what makes him so disciplined and successful.
Sandeep Sahasrabudhe is doing one of the genuine works in financial planning industry. giving each client utmost time and justice, working very dynamical in all the market conditions.
Sandeep is very hardworking a great Faculty.He assists to all his clients in a right manner and manages his team very well.I wish him great success in future.
Mr. Sandeep Sahasrabudhe (CFP) Sir, guided me in my career development. He taught me Entrepreneurship Development, Banking, Insurance and Finance courses. For me, he is my mentor. Regards, Jewel
I know Sandeep from last few years, he knows his work very well, He is a good wealth management consultant. A good person and a good friend. i wish him a RICH and HAPPY life.
It is my pleasure to recommend Sandeep to a prospective investor. I have been associated with him since last 10 years. I find him a customer friendly and sincere advisor. He has the investor interest as priority over any other interest and provides need based service as and when required. Being an NRI I do ask him specific questions and he will provide me the answers promptly.
Sandeep is very professional in his work, he advises always helps to make money. I am taking his advice for financial planning and his advice always helped. He never forces to buy any policies unless those are really good.
He is a person with great interpersonal skill, having domain knowledge and understanding of Equities & Private Banking, stock markets movements and Finance.
Sandeep is a sincere and mature professional, who puts customers first. He is someone you can count on 24X7. He has deep knowledge of the filed of personal finance, financial planning, insurance and investments, and he is always upgrading his skills. I have no hesitation in recommending him.
Sandeep sets very high goals for self and team and is able to achieve the same with sheer hard work and determination. He always comes up with new energy levels even in difficult and seemingly impossible circumstances.He has the ability to think from the shoes of the customer.He has good domain knowledge on the financial products and can recommend you the best which indeed would prove best for you !!
I have been interacting with Sandeep for more than 5 years now. I find him to be a Trustworthy, consistent and reliable person. Sathya Sai Baba used to say "World runs on Swash (Breathing) and "Vishwash (Trust)". You can certainly Trust Sandeep. He has a wide network of professionals whom he knows and he is always willing to go out of his way to solve your problem. I recommend Sandeep for any professional work.
FOUNDERS & DIRECTOR
Sandeep Sahasrabudhe
Managing Director
Doctorate in Wealth Management
Manoj Munot
Director