Smart Solutions for Your Financial Goals
Financial Planning
Plan. Protect. Prosper With Expert Guidance
Tailored financial strategies to grow wealth, secure your family, and achieve your goals confidently.
What We Do
We simplify personal finance by creating tailored strategies to help you plan, protect, and grow your wealth confidently.
Brief About Our Services
Mutual Fund Distribution:
At Poona Finance Club we help you invest smartly through carefully curated mutual fund strategies tailored to your financial goals. Our approach combines expert advice, in-depth research, and ongoing support to ensure your investments grow steadily and align with your long-term objectives.
1️⃣ Personalized Consultation with Our Experts
Our financial experts carefully understand your financial goals, risk appetite, and investment horizon. Based on this, we design a structured and personalized investment strategy aligned with your objectives.
2️⃣ Selection of Well-Researched Mutual Fund Schemes
From over 3,000+ mutual fund schemes available in the market, our research team carefully identifies and recommends funds that best suit your goals, risk profile, and time horizon.
3️⃣ Seamless Investment Execution
Once you’re aligned with the recommended plan, we assist you in executing your investments effortlessly — ensuring a smooth and transparent process every step of the way
4️⃣ Continuous Tracking and Periodic Review
We actively monitor your portfolio’s performance and keep you informed about your progress toward your financial goals. Regular reviews help us make timely adjustments to keep your investments on track.
5️⃣ Ongoing Support and Guidance
Our relationship grows beyond investment. We continue to provide personalized advice and insights to help you make confident, well-informed financial decisions throughout your wealth-building journey.
Insurance Planning
At Poona Finance Club we believe insurance is the foundation of a secure financial plan. Our Insurance Planning service helps you protect what matters most — your family, health, and future — through well-structured coverage that fits your goals and lifestyle.
1️⃣ Understanding Your Needs and Priorities
Our experts begin by assessing your financial goals, existing coverage, dependents, and future responsibilities. This helps us understand the level of protection you truly need — whether it’s for life, health, or assets.
2️⃣ Evaluating and Selecting the Right Insurance Plans
We analyse multiple insurance options across leading providers and identify the plans that best match your coverage needs, premium affordability, and long-term objectives.
3️⃣ Seamless Policy Implementation
Once you’ve finalized your preferred plan, we assist you with smooth documentation, policy issuance, and activation — ensuring complete clarity and transparency at every step.
4️⃣ Continuous Review and Support
Our commitment goes beyond policy purchase. We periodically review your coverage to ensure it stays relevant to your evolving life goals and continue to guide you through renewals, claims, and future adjustments.
Mutual fund Portfolio review
At Poona Finance Club our Mutual Fund Portfolio Review service helps you understand how well your current investments are performing. Our experts analyze your portfolio across key parameters such as returns, diversification, risk exposure, and fund consistency. We then provide a customized report highlighting areas of improvement — ensuring your investments stay aligned with your goals and current market realities.
1️⃣ Detailed Portfolio Assessment
We begin by collecting information about your existing mutual fund holdings and investment objectives. Each scheme is evaluated based on returns, expense ratio, fund manager performance, and category benchmarks.
2️⃣ Identifying Strengths and Gaps
Our experts identify which funds are performing well and which may be underperforming or misaligned with your current goals or risk profile. We highlight factors like stagnant or old funds, overlapping schemes, and unbalanced allocations.
3️⃣ Customized Action Report
You will receive a clear, easy-to-understand report with actionable insights — including recommendations to switch, hold, or rebalance your portfolio for improved performance and goal alignment.
Tax Planning
At Poona Finance Club our Tax Planning service helps you reduce your tax liability while building long-term wealth. We analyze your income pattern, sources of income, investments, and deductions to create a personalized tax-saving strategy that is simple, compliant, and aligns with your financial goals.
1️⃣ Understanding Your Income Structure & Financial Goals
Our experts start by analysing your sources of income, existing investments, available tax deductions, family structure, and long-term financial plans. This allows us to identify the most effective tax-saving opportunities tailored to your unique profile.
2️⃣ Identifying Eligible Deductions & Allowances
We evaluate all possible tax-saving sections — including 80C, 80D, 80CCD, 24(b), 10(10D), capital gain exemptions, and more — to ensure you can maximize every benefit available to you under the Income Tax Act.
3️⃣ Selecting the Right Tax-Saving Investments & Strategies
Based on your goals, risk appetite, and tax bracket, we help you choose the most suitable tax-saving instruments such as ELSS funds, NPS, Health Insurance, Term Insurance, PPF, SSY, tax-saver FDs, and more. Our aim is to create a balanced, high-benefit tax strategy aligned with wealth-building.
4️⃣ Creating a Personalized Annual Tax Plan
We prepare a structured tax plan that helps you save taxes efficiently throughout the year — not just at the last moment. This includes investment timelines, recommended contribution amounts, and guidance on optimizing salary structure wherever applicable.
Secure Your Future, Enhance Your Wealth
Request an Appointment
Schedule a personalized consultation and take the first step toward achieving your financial goals.