WellPlan Investments: Goal-Based Mutual Fund Distribution & Financial Planning in Pune & PCMC

Founded by Rajesh Bagmar with over 21 years of financial industry experience, WellPlan Investments provides personalized, goal-driven mutual fund distribution and disciplined financial planning. We offer physical consultations across Pune, Pimpri-Chinchwad (PCMC), Nigdi, Akurdi, Ravet, Wakad, Hinjawadi, and virtual consultations pan-India.

Core Financial Services

  • Mutual Funds & SIP Planning: Systematic Investment Plans (SIP), Step-up SIPs, and lumpsum investments tailored to your time horizon and risk profile across Equity, Debt, Hybrid, and Index funds.
  • Life Insurance & Health Insurance Planning: Comprehensive gap analysis to ensure adequate pure term life insurance protection and health insurance cover, safeguarding your wealth against unforeseen emergencies.
  • Retirement Planning: Finite-horizon corpus calculations accounting for inflation, post-retirement cash flows, and systematic withdrawal plans (SWP).
  • Children's Education & Milestone Goals: Dedicated asset allocation strategies designed around exact future milestone timelines.
  • Portfolio Review: Objective assessment of existing mutual fund portfolios to eliminate underperforming schemes and align with target asset allocation.

Interactive Investment Calculators

Explore our educational planning tools: SIP Future Value Calculator, Step-Up SIP Calculator, Lumpsum Growth Calculator, Goal Planner, Retirement Corpus & Drawdown Planner, Inflation Estimator, and Emergency Reserve Calculator.

Local PCMC & Pune Presence

Visit our office at Shop No 3, Nisarg Raj Society, Pune, Maharashtra. Call us at +91 9370327333 or email rajeshbagmar@gmail.com. Physical consultations available throughout Pune and PCMC (Pimpri, Chinchwad, Nigdi, Pradhikaran, Akurdi, Ravet, Wakad, Punawale, Tathawade, Hinjawadi, Baner, Kothrud).

Regulatory Disclosures: WellPlan Investments is an AMFI-Registered Mutual Fund Distributor (ARN-80643, EUIN E080488). Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.