Building trust, one family's goals at a time
Manish Joshi Wealth Advisory is a Pune-based financial consultancy led by Manish Joshi. For over 17 years we've helped families invest with clarity, protect what matters and build lasting wealth.
Our Vision
To be the most trusted financial partner for families across Pune and beyond — known not for the products we sell, but for the goals we help people reach and the prosperity we help them create.
Our Mission
To deliver honest, goal-based financial advice that is simple to understand and easy to act on — combining disciplined planning, the right solutions and lifelong relationships built on transparency.
Manish Joshi
Certified Financial Goal Planner
Founder, MJ Wealth
Manish Joshi
Manish Joshi founded MJ Wealth in 2011 with a simple belief: that financial advice should start with a person's goals, not with a product brochure. As a Certified Financial Goal Planner, he has guided over 200 families through every kind of market.
His approach is personal and patient. Whether you're starting your first SIP, building a retirement corpus or planning how to pass on your wealth, Manish takes the time to understand your life before recommending a single rupee of investment.
Our approach to your money
A clear, repeatable process that keeps your goals at the centre.
Understand
We start by listening — your goals, your family, your comfort with risk and your current finances.
Plan
We build a written, goal-based plan that connects every investment to a milestone with a timeline.
Implement
We put the plan to work across the right mix of funds, insurance and structures — simply and transparently.
Review
We meet regularly to track progress, rebalance and adapt as markets and your life evolve.
What sets us apart
Goal-based, not product-based
We start from your goals and recommend what fits — never the other way around.
One advisor, every solution
Mutual funds, PMS, insurance, retirement and estate planning under a single, coordinated roof.
17+ years, 200+ families
Long-term relationships built on transparency, discipline and consistent reviews.
Always accessible
A real person who picks up the phone — on call, WhatsApp or in person at our Handewadi office.
Book your Free Financial Review
Spend 30 minutes with Manish Joshito understand where you stand and what your money could do for you. One click and your request reaches our team — we'll call you back within a working day.
- A clear picture of your current finances
- Goal-based recommendations you can act on
- Zero pressure — advice first, products later
Get started in 30 seconds
Tap below, share a few details, and Manish Joshi's team will call you back within one working day. No cost, no obligation.