Financial guidance for real life.
AMFI registered SIF & Mutual Fund Distributor · APMI registered PMS Distributor
FINANCIAL PLANNER IN PUNE AND MUMBAI
Whether you are building wealth, protecting your family, planning education, or preparing for retirement—we help you take the next step.
Rupali & Mohil Dharamshi
Founders, Visionary Finsultants
Our impact so far
Families Served
Cities
States
Countries
Learn before you invest
Our sessions and publications help families understand their choices before they act.
View HighlightsAbout us
A clear plan for the life you are building.
Looking for a financial advisor in Pune, Mumbai, or managing your money from abroad? Since 2018, we have helped families, professionals, and NRI clients worldwide make confident choices about saving, investing, and protecting their future.
Help you feel confident about every money decision.
What you can expect
Stay by your side as your goals and life change.
Clear conversations. No confusion.
Your goals guide every step.
Advice you can understand.
We stay involved as plans move forward.
Answers that fit real life.
The founders
Founder
With 16+ years across HDFC AMC and ICICI Prudential Life Insurance, Rupali brings deep experience in investments, client service, and financial planning. She is also a writer and poet who makes finance easier to understand.
Qualification
MBA (Finance)
Co-Founder
Mohil brings 18+ years across banking, insurance, investment research, and business finance. His experience helps individuals and business owners make practical, well-informed decisions.
Qualification
MBA (Finance & Marketing), International Wealth Management, Moody’s Analytics
Why choose us
We start with what you want to achieve—not with a product.
We explain your options clearly, so you can decide with confidence.
You know what you are investing in and how we earn.
We review your plan as your income, family, and priorities change.
Recognition
A few moments from our journey.
2018–19
2019
27 June 2022
July–August 2022
18 March 2023
Ongoing
Client stories
“This has made my life so much easier. My productivity and organisation have increased significantly, and I attribute this to Visionary Finsultants. When it comes to finance, they handle everything.”
Nimesh Rathod
Gandhidham
For individuals and businesses in Pune & Mumbai
Tell us what you are planning. We will help you find a clear next step.