Our Services
Financial Planning
Want to plan for retirement or house-purchase down payment? We got you covered.
Create a plan âž”
Investment Advisory
By understanding you in the first step, we identify suitable investment products for you like mutual funds, fixed deposits, stocks, bonds etc. to put your money to work for you.
Get Advise âž”
Insurance Advisory
A lot of people can afford to not have a health insurance. By understanding your responsibilities and your aspirations, we recommend relevant insurance plans to you.
Know today âž”
Cashflow Management
Some of your goals will be short term and some will be long term. Cashflow management is mainly about planning for your short term goals(vacations, expenses, honeymoons etc.).
Analyze it âž”
Tax Advisory
Saving money with some intelligent tax planning is the only free lunch available. Our team of experienced and brilliant chartered accountants(CAs) will proactively come to you when there are such opportunities for you.
Plan Taxes âž”
And much more...
Financial planning with spouse investments, family portfolio analysis, tax loss harvesting, retirement planning, goal planning, succession planning and so on..
More Services ➔What Our Clients Are Saying
Mr. Sagar Bhaltilak
Software Developer
The good people at phronesia.tech created a full fledged financial plan for me for the coming 30 years. Doing this simple 1 hour exercise has brought so much clarity to my investments and other financial matters. Now that this important factor is taken care of, I can truly focus on my work without worrying about my financial plan.
Mr. Nayan Gaidhane
Crew Commander - ARFF
The one thing I liked these guys saying is "It is never too early to plan." At this young age, they have managed to combine all my short term goals for marriage and house purchase, with my long term goal for retirement planning. I loved their approach and how seamlessly they have clubbed it all together.
Mr. Avinash Kumar
Finance Professional
I am a finance professional and thought I had everything under control but after analysis by the folks at phronesia.tech, I realized that there are some changes to be done. They not only change dmy plan as per my needs but also brought in some additional perspectives in making it better. With them, I feel that I don't have to spend as much time as earlier on worrying or planing about my money.
About us
When our client pour their heart, mind and soul into doing what they love, our clients win!
When we pore our hearts, minds, and souls into doing what we love, our clients win!
We are about them...
We are here for our clients, as their supporters while they are busy pursuing excellence in their work and their life!
We are a team of alumni from reputed IIMs in India.
Before embarking on this journey, we have managed wealth for High Net-Worth Individuals (HNIs) in India for a long period of time. We intend to bring the best of their strategies to everyone, and in the process, create a few which are even better.
We are here with a mission to make the highest-quality financial planning and investment advisory accessible to everyone, preventing someones's income or net-worth from being a barrier to such access.
Ready to Embark on Your Financial Journey?
Start with our quick assessment or book a free consultation.