Creating Wealth.
BuildingYour
Financial Future.
AMFI Registered Mutual Fund & SIF Distributor (ARN-244225)
APMI Registered PMS Distributor (APRN-08841)
Personalized financial planning and Wealth Creation solutions for Working professionals, business owners, NRIs, and Families who want to grow, protect, and transfer wealth with confidence.
Trusted by families across India for disciplined, goal-based investing and long-term wealth creation.
Certified Financial Planner
Trust & Credibility
Why Families Trust Us
CFP®- Certified Financial Planner Professional (FPSB India)
CERTIFIED FINANCIAL PLANNER® — the highest Globally recognised & Gold Standard qualification in financial planning, awarded by FPSB India. (under US Borad)
₹15+ Crore Assets Under Management
Managing Over ₹15 crore in Asset Under Management, reflecting deep client trust earned through disciplined management.
200+ Families Served
Serving 200+ satisfied families across India since January 2022 with personalised wealth strategies.
AMFI Registered MF & SIF
Association of Mutual Funds in India Registered Mutula Fund & SIF Distributor (ARN-244225) — compliant under SEBI Regulation.
APMI Registered PMS Distributor (APRN-08841)
Association of Portfolio Managers in India Registered PMS Distributor (APRN-08841) — offering curated Portfolio Management Services solutions.
NISM Certified
NISM Certified — upholding the highest standards of ethics, knowledge, and investor protection.
Serving Clients Across India
Proudly serving clients across India with commitment, transparency, and trust.
Our Philosophy
A Philosophy Built on Discipline, Transparency & Long-Term Wealth
At FreedomNest Wealth, we believe wealth is not created through market predictions—it is built through planning, discipline, and informed decisions. Every recommendation is designed around your financial goals, risk profile, and life stage.
- Goal-based financial planning
- Personalized investment strategies
- Transparent and ethical advice
- Regular portfolio reviews and rebalancing
- Tax-efficient wealth creation
- Long-term relationship-focused approach
“True wealth is built through discipline, patience, and informed financial decisions —not by chance.”
— Panchakshar Chougule, CFP®
Our Process
Our Financial Planning & Wealth Creation Process
A Structured Approach to Financial Success
01
Discover
Understand goals, family, business, and financial position
02
Design
Create a personalized wealth strategy Plan
03
Implement
Execute investments across curated platforms
04
Monitor
Continuous tracking, review, and rebalancing of investment Portfolio
Begin Your Wealth Journey
Schedule a complimentary discovery session with our CFP® certified Professional