+91 9049992721
The
Strategic Wealth
Financial Services Pvt.Ltd.
Grow Your Wealth, Beyond Expectations
Grow Your Wealth,
Beyond Expectations.
Mutual funds allow investors to participate in professionally managed portfolios across different asset classes and investment strategies.
Retirement planning is about preparing financially for the lifestyle you want after your regular working income reduces or stops. 
Our AI agency delivers cutting-edge solutions designed to drive inovation and transform businesses.Our comprehensive approach ensures your financial resources are optimized, allowing your child to pursue educational opportunities without limitations.
SEBI describes Portfolio Management Services as a professional investment service in which portfolio managers manage an individual's investments according to financial goals, risk tolerance and preferences. Unlike mutual funds, PMS generally involves direct ownership of securities/assets by the investor.
Financial planning brings your income, savings, investments, protection and future goals together into a structured financial roadmap.
Health insurance spreads the risk of high medical costs across a larger pool of people, protecting individuals from the financial burden of catastrophic medical events. 
Term insurance can play a crucial role in estate planning by providing liquidity to cover estate taxes, debts, and other expenses without the need toliquidate assets or deplete savings. 
Car insurance can provide protection against covered vehicle-related risks and third-party liabilities, depending on the policy selected.
A loan against mutual funds is a form of secured borrowing where eligible mutual fund investments may be used as security, subject to the lender's rules, eligible schemes and applicable documentation. 
A home loan can help eligible borrowers finance the purchase, construction or other permitted housing-related requirements, subject to lender policies and eligibility. 
A Share and Demat Account provides individuals with access to the stock market and a convenient way to hold investments in electronic form. 
A Systematic Withdrawal Plan (SWP) is a facility offered by mutual fund schemes that allows an investor to withdraw a specified amount from an investment 
Estate planning is the process of organising how your assets, financial responsibilities and personal wishes should be managed and transferred during your lifetime and after your death. Explore our range of personalized financial and insurance solutions designed to help you plan confidently, grow your wealth, protect what matters, and achieve your financial goals.
Plan Better. Invest Smarter. Protect Your Future.
Your Financial Goals Deserve a Strategy.
Building wealth is not just about investing money. It is about making the right financial decisions at the right stages of life.
At Strategic Wealth, we help individuals and families plan, invest, and protect their finances through personalized financial and insurance solutions. Our financial planning services in Pune help you make informed financial decisions aligned with your goals, from starting your investment journey to preparing for retirement and protecting your family against unforeseen circumstances.
- Personalized planning
- Financial guidance
- Simplifying investment
- Holistic perspectives
- Informed decision-making
- Long-term financial goals
300+
Satisfied clients
40+
Team Members
125+
Awards Winning
20+
Years Of Experience
10K
Happy Customers
Empowering Your Financial Future With Clarity,
Expertise & Trust.
20+
Years of Corporate & Practical Experience
5+
Core Values That Guide Our Approach
Personalized Financial Guidance
We focus on understanding your individual financial requirements rather than offering a one-size-fits-all approach.
Goal-Oriented Planning
We connect financial decisions to meaningful life goals and future priorities.
Clear Guidance
We believe financial concepts should be explained simply, helping you make decisions with greater understanding.
Long-Term Perspective
We focus on building financial strategies that can evolve with your changing circumstances.
Client-Centric Relationships
We aim to build lasting relationships based on trust, transparency, and consistent guidance.
20K
More Then 20K Clinets Reviews
Building Trusted Relationships Across Financial Journeys.
At Strategic Wealth, we believe every financial journey is unique. We work closely with individuals and families, providing personalized guidance and solutions designed around their financial goals, aspirations, and changing needs.
We work with trusted financial institutions and industry partners to offer a diverse range of investment and insurance solutions.
Combined with personalized guidance and a commitment to transparency, our approach helps you make informed financial decisions with greater clarity and confidence.
Innovative Projects Delivering
Intelligent Solutions
Plan Today. Build a More Confident Tomorrow.
Invest With Purpose. Grow With a Plan.
Turn Consistent Investing Into Long-Term Wealth Creation
Build the Retirement You Picture
Plan Today for Your Child's Tomorrow
Protect Your Health. Protect Your Financial Future.
LiquiLoans — Peer-to-Peer Lending
Portfolio Management Designed Around Your Investment Objectives
Unlock Liquidity Without Automatically Exiting Your Investments
Life Insurance Solutions Through LIC of India
Awards &
Recognitions
See Why Clients Choose Strategic Wealth
Hello, I have visited to Strategic Wealth from Google reference by watching their review and services from their clients, Mr. Amol has given me his time without any fees and botheration and he has done my financial planning very well.
Amit has been my go-to person for financial advice, policy questions, and investment guidance for the past 9–10 years. His proactive approach, dedication, and consistent high-quality service—along with the support of his team—have impressed me time and again.
I had a truly enriching experience with Strategic Wealth Management, especially with Mr. Amit Sir. His humble nature and genuine loyalty towards his clients immediately stand out.
Mr. Amol Raut and Mr. Amit Raut of Strategic Wealth Management provide us advice to place our hard earned money in Strategic funds according to our age, present need and future goals .
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