Our Story
About FreedomNest Wealth
As a firm ‘FreedomNest Wealth‘ incorporated in 24 January 2022, into financial products distribution, serving 200+ satisfied families across India. We help clients to achieve their financial goals through disciplined, goal-based investment planning and long-term wealth creation strategies.
The name FreedomNest Wealth reflects our core vision: Freedom represents financial independence and peace of mind, while Nest symbolizes every Indian family and home. “We believe every family deserves financial security, long-term wealth, and the confidence to build a better future — and that belief is the foundation of FreedomNest Wealth.”
FreedomNest Wealth is registered under GST (GSTIN: 27AZUPC1333M1Z3), and all our financial product distribution services are offered in compliance with the applicable SEBI regulatory framework.
2022
Founded
200+
Families
₹15 Cr+
AUM
Mr. Panchakshar Chougule, CFP®
Founder – FreedomNest Wealth
Certified Financial Planner
Mr. Panchakshar Chougule, CFP® is a CERTIFIED FINANCIAL PLANNER professional certified by FPSB India, the Indian affiliate of the global Financial Planning Standards Board (FPSB) by USA. The CFP® certification is internationally recognized across 28 countries and territories and is widely regarded as the Global Excellence & Gold Standard in Financial Planning, representing the highest standards of competence, ethics, and professionalism.
With over 10 years of experience in the Indian Financial Markets and Financial Services Industry, Mr. Chougule specializes in comprehensive Financial Planning, Investment Portfolio Management, Retirement Planning, Tax-Efficient Wealth Strategies, Risk Management, Insurance Planning, And Financial Education. He also holds multiple NISM certifications, reflecting his technical expertise and commitment to professional excellence.
He works closely with Individuals, Families, Corporate Professionals, Entrepreneurs, Women investor’s and NRIs, helping them make informed financial decisions and build long-term wealth through disciplined, goal-based investment planning.
As the Founder of FreedomNest Wealth, Mr. Chougule currently managing ₹15+ crore in Assets Under Management (AUM) and serves 200+ families across India, delivering transparent, research-driven financial planning and investment distribution services.
He is also a Financial Educator, Conducting Financial Literacy and Investment Awareness Programs for Corporate Professionals, Govt. Employees, Students. Also works as Guest Faculty in reputed educational institutions. As a Guest Faculty at reputed educational institutions, where he also teaches finance and investment-related subjects.
At FreedomNest Wealth, his vision is simple yet powerful: to help families achieve Financial Security, Financial Freedom, and lasting Wealth through expert financial planning and disciplined investing.
Founder’s Message:
“Everyone deserves a secure and prosperous future. I am committed to helping you achieve your financial goals with clarity, discipline, and confidence.”
About FreedomNest Wealth
As a firm ‘FreedomNest Wealth‘ incorporated in 24 January 2022, into financial products distribution, serving 200+ satisfied families across India. We help clients to achieve their financial goals through disciplined, goal-based investment planning and long-term wealth creation strategies.
The name FreedomNest Wealth reflects our core vision: Freedom represents financial independence and peace of mind, while Nest symbolizes every Indian family and home. “We believe every family deserves financial security, long-term wealth, and the confidence to build a better future — and that belief is the foundation of FreedomNest Wealth.”
FreedomNest Wealth is registered under GST (GSTIN: 27AZUPC1333M1Z3), and all our financial product distribution services are offered in compliance with the applicable SEBI regulatory framework.
2022
Founded
200+
Families
₹15 Cr+
AUM
Mr. Panchakshar Chougule, CFP®
Founder – FreedomNest Wealth
Certified Financial Planner
Founder’s Message:
“Everyone deserves a secure and prosperous future. I am helping you to achieve your financial goals with clarity, discipline, and confidence.”
Mr. Panchakshar Chougule, CFP® is a CERTIFIED FINANCIAL PLANNER professional certified by FPSB India, the Indian affiliate of the global Financial Planning Standards Board (FPSB) by USA. The CFP® certification is internationally recognized across 28 countries and territories and is widely regarded as the Global Excellence & Gold Standard in Financial Planning, representing the highest standards of competence, ethics, and professionalism.
With over 10 years of experience in the Indian Financial Markets and Financial Services Industry, Mr. Chougule specializes in comprehensive Financial Planning, Investment Portfolio Management, Retirement Planning, Tax-Efficient Wealth Strategies, Risk Management, Insurance Planning, And Financial Education. He also holds multiple NISM certifications, reflecting his technical expertise and commitment to professional excellence.
He works closely with Individuals, Families, Corporate Professionals, Entrepreneurs, Women investor’s and NRIs, helping them make informed financial decisions and build long-term wealth through disciplined, goal-based investment planning.
As the Founder of FreedomNest Wealth, Mr. Chougule currently managing ₹15+ crore in Assets Under Management (AUM) and serves 200+ families across India, delivering transparent, research-driven financial planning and investment distribution services.
He is also a Financial Educator, Conducting Financial Literacy and Investment Awareness Programs for Corporate Professionals, Govt. Employees, Students. Also works as Guest Faculty in reputed educational institutions. As a Guest Faculty at reputed educational institutions, where he also teaches finance and investment-related subjects.
At FreedomNest Wealth, his vision is simple yet powerful: to help families achieve Financial Security, Financial Freedom, and lasting Wealth through expert financial planning and disciplined investing.
Founder Profile
Panchakshar Chougule, CFP®
Professional Credentials
- CERTIFIED FINANCIAL PLANNER (CFP®) – FPSB India (by US board)
- FPSB Specialist: Investment Planning Specialist | Retirement & Tax Planning Specialist | Risk & Estate Planning Specialist
- NISM Series XXII-A: Portfolio Management Services (APRN-08841)
- NISM Series V-A: Mutual Fund Distribution (ARN-244225)
- NISM Series XIII: Common Derivatives Certification
- NISM Series XII: Securities Markets Foundation Certification
- NISM Series VIII: Equity Derivatives Certification
- NSE Credentials: Multiple market-specific certifications in Technical Analysis and Fundamental Analysis.
Professional Background
Core Expertise
Financial Planning, Retirement & Tax Planning, Debt Management, Long Term Wealth Creation
Training Focus
Investment Awareness, Wealth Creation Strategy, Financial Literacy, and Career Guidance in Financial Markets.
Current Practice
Founder at ‘FreedomNest Wealth’; An independent Financial Planning Firm; managing Investment Portfolios for 200+ families.
Industry Experience
Former Associate with leading financial services companies and financial product distribution institutions, bringing over 10 years of experience in wealth management, financial planning, and investment advisory.
Education & Impact
Conducts workshops on Financial Literacy, Investment Awareness, and Wealth Creation, and serves as a Guest Faculty at reputed academic institutions, delivering sessions on Fundamental & Technical Analysis, Portfolio Management, Security Analysis, and Financial Behaviour.
Our Belief
We believe that wealth should be intentionally planned, carefully protected, and thoughtfully transferred across generations.
Our Mission
To build financial literacy & Financial Security in India and help individuals and families create long-term wealth through disciplined financial planning and informed investing.
Our Vision
To become one of India’s most trusted independent Financial Planning & Financial Products Distribution Services firm for families, professionals, entrepreneurs, and future generations.
What Our Clients Say
“My experience with FreedomNest Wealth has been excellent. Their investment guidance and financial literacy support have given me great confidence in my financial decisions. My mutual fund investment journey has been very positive under their guidance. The regular monthly updates and continuous portfolio monitoring have given me complete peace of mind since I started investing with FreedomNest Wealth.”
Mr. Mahantesh Mangsuli
General Manager Manufacturing Unit
“Being a medical professional with a busy schedule, it is difficult to find time to analyse all my investments on my own. Mr. Panchakshar Chougule helped me organize my long-term finances with clarity and discipline. His guidance has made my investment decisions much simpler and more confident.”
Dr. Basaveshwar Chougule
Doctor
“As a working couple, we wanted a structured financial plan for our retirement and our family’s future. FreedomNest Wealth helped us organize not only our mutual fund investments, but also our Term Insurance, Emergency Fund, and Retirement Planning through NPS and PF. Their comprehensive financial planning approach gave us a clear roadmap and the confidence to make informed long-term financial decisions.”
Prof. Swapnil & Prof Riya Raut
College Professors
“Working in the banking sector, I understand financial products, but I wanted an independent and goal-focused perspective for my personal investments. FreedomNest Wealth helped me optimize my mutual fund portfolio and align it with my family’s long-term financial goals.”
Mrs. Anjali Ghare
Bank Manager
“As an NRI living in Canada, I was confused about taxation, repatriation, and the right investment options. Mr. Panchakshar Chougule, being a CFP® Professional, guided me on tax-efficient investing, global investment strategies, and GIFT City global equity opportunities. His structured and transparent approach gave me confidence in managing my long-term wealth across both India and Canada.”
Mr. Umesh Magar
NRI Client
“The entire investment process was smooth, fully digital, and completely transparent. FreedomNest Wealth helped me understand the power of compounding through SIPs and guided me in building a well-diversified Mutual Fund and SIF portfolio. Their approach to tax-efficient investing and long-term financial planning has given me great confidence in achieving my future financial goals.”
Vishal Yadav
IT Professional
Associated With
