Meet the Founder

Mr. Pravin Bhalerao, founder of Pranitya Wealth, has 25+ years of experience in wealth and investment management.

He is a Chartered Accountant and holds an LLB degree from the University of Pune.

He has served as a Director at Kalyani Group, overseeing treasury, real estate, agro, and forging businesses.

He led the Board of Kalyani Forge Ltd. from 1988-2000 and chaired the Advisory Committee at the University of Pune.

He founded and managed Finest Wealth Management Pvt Ltd, with assets worth over ₹3500 crores in 1999.

Finest Wealth Management won the Wealth Forum of India’s Best Wealth Managers (West) award in 2009-10.

His firm was acquired by IIFL Wealth in October 2010, where he became the first managing partner.

He contributed to IIFL Wealth’s market share growth in Western India.

He later founded Pranitya Wealth in February 2020, pursuing his entrepreneurial vision.

Our Partners

Mr. Aniket Kulkarni

Experience of 18 years in wealth management

MBA (Finance)

Aniket is responsible for managing large & marquee client relations.

Mrs. Apoorva Bhalerao-Patil

Experience of 13 years in wealth management

MBA from Symbiosis International University

Apoorva is responsible for handling large marquee business families across region as well as HNI Investors.

Mrs. Aishwarya Bhalerao-Pathak

Experience of 5 years in finance and treasury management and 5 years in wealth management.

Chartered Accountant and MCom.

Aishwarya has a vast exposure in handling forex, investments and treasury of corporates at Cummins India Ltd.

Mr. Bramhanand Pujari

Experience of 23 years in wealth management

BA (Economics)

Bramhanand brings his expertise in handling key clients right from the time of Finest and through IIFL Wealth

Mrs. Aishwarya Deshpande-Bhalerao

Experience of 7 years in transaction advisory and transaction taxes (including legal and regulatory framework) with Ernst and Young LLP

Chartered Accountant and MCom.

Aishwarya has a significant experience in managing transaction advisory and succession planning along with ensuring efficacy from a regulatory and commercial perspective

About Pranitya Wealth LLP

Pranitya Wealth LLP is a new endeavour instituted by Mr. Pravin Bhalerao. The word ‘Pranitya’ defines ‘the state of well-being characterized by sentiments ranging from gratification to elation’.

Our mission is to have a client centric approach with relentless focus on managing risk and optimizing returns ethically.

We aim to create value for clients through our transparent framework, relentless focus on quality and market expertise

We combine expertise and empathy to understand our clients' investment goals. Our open platform offers tailored, unbiased mutual fund advice, fostering long-term relationships built on trust, integrity, and vigilance.

Our Guiding Principles

We avoid investments with lock-in periods as they limit investor liquidity.

Our portfolios are designed to minimize investor costs, both upfront and ongoing.

We prioritize Safety, Liquidity, and Returns: first protecting capital, then earning returns while maintaining liquidity.

We avoid investments with lock-in periods as they limit investor liquidity.

Our portfolios are designed to minimize investor costs, both upfront and ongoing.

We prioritize Safety, Liquidity, and Returns: first protecting capital, then earning returns while maintaining liquidity.

We avoid investments with lock-in periods as they limit investor liquidity.

Why choose Pranitya Wealth?

In-house Analysis

We have a qualified team of analysts to carefully research and map all possible opportunities for our clients in building their portfolios to maximize return while minimizing risk.

Open Architecture

With a wider product basket at our disposal and tie-ups with over 20 AMCs, we maintain an open architecture and avoid any lock-in and complex structured products.

Experienced Team

With a strong sales and service team with an average experience of more than a decade in this field, we provide quality service with a hands-on approach with respect to every client's bespoke strategies, reviews and execution concerning investments.

Long term relations

We aim at not only onboarding new clients, but also maintaining them from a long-term perspective. We work towards keeping the client well informed, satisfied and choose the apt investments from a plethora of alternatives available in the investments’ universe.