About the Founder: Mr. Pravin Bhalerao
Commerce Graduate, LLB(Gen.), Chartered Accountant (F.C.A)
- Mr. Pravin Bhalerao, the founder and managing partner of Pranitya Wealth Advisors, has an experience of over 25 years in the field of wealth management
- He joined Kalyani Group as a director to look after their various business verticals like, Treasury, Real Estate, Agro and Forging. Besides being a director on the Board of the various Family-held companies of Kalyani Group, he also presided over the Board of listed company Kalyani Forge Ltd. from 1988-2000
- He was heading the Advisory Committee of University of Pune and brief stint on the Board of Rupee Co-operative Bank as a Finance Expert post the bank ran into trouble
- He ran a very successful investment advisory firm – Finest Wealth Management Pvt Ltd. which was one of the leading advisory firm in Pune with an asset base of over Rs. 3500 crores.
- Finest Wealth Managers was also awarded as the Best Wealth Managers (West) in 2009-10 by the Wealth Forum of India
- He merged his firm with India’s largest Financial conglomerate IIFL Group in Oct 2010. He was the first one to join the promoters in 2010 as Managing Partner.
- While Mr. Bhalerao was a part of the senior management team, IIFL Wealth saw a significant growth in the market share in the western region of the country.
- Mr. Bhalerao decided to move on from IIFL and decided to follow his entrepreneurial passion with Pranitya Wealth Advisors
Mr. Bramhanand Pujari, Partner
Bramhanand will be responsible for managing the large client relations. He has more than 23 years of experience in Financial Services industry across Private Wealth Management, and has extensively handled large Corporates, HNIs. He was part of the core team of Finest Wealth Management, & in his previous role was associated with IIFLW as Principal – Wealth Management.
Mr. Aniket Kulkarni, MBA Finance, Partner
Aniket will be responsible for managing the marquee client relations. He has more than 15 years of experience in Financial Services industry across Private & Institutional Wealth Management, and has extensively handled large Corporates, HNIs, & some Business Families.. He was part of the core team of Finest Wealth Management, & was also associated with IIFL Wealth, JM Financial Services & Standard Chartered Bank in his previous stints.
Apoorva Bhalerao-Patil, MBA Marketing, Partner
She worked with IIFL Wealth Management as a Vice President. She was responsible for handling large marquee business families across region as well as HNI Investors. She has a total experience of 6 years in this field.
Vedaa Kulkarni, Commerce Graduate, Partner
She was a part of core team of Finest Wealth Management as Head of Service team and Compliance. She worked as Vice President in IIFLW as well as handling the heading the Service Team and Compliance department for Western Region. She has a total experience of 25 years in this field.
Aishwarya Bhalerao, C.A, Partner
She worked in Cummins India Ltd as Senior Manager Finance. She was a part of the Central Treasury handling Forex transactions and related FEMA compliances. She has a total experience of 2.5 years.
Our Service Team