About us
Comprehensive financial solutions tailored to grow, protect, and manage your wealth.
We are dedicated to empowering individuals and businesses with smart, reliable financial solutions. Whether you’re planning for the future, protecting your family, or growing your business, our diverse portfolio of services-from equity investments and mutual funds to insurance and business loans-is designed to help you achieve your goals with confidence.
With a client-first approach, expert guidance, and a commitment to transparency, we make financial planning simple, secure, and effective. Partner with us to take control of your finances and turn aspirations into achievements.
At WealthSync Services, we align your financial goals with smart, customized solutions. Let’s build your future together.
“Your Partner in Financial Growth.”
A few things we’re great at
Invest, Protect, and Finance Your Future with Tailored Solutions
Explore a range of solutions to invest, protect, and finance your future. From smart investments to comprehensive protection and flexible financial options, we’re here to help you achieve your goals.
Invest
Expand your wealth by investing in a diverse range of options including equity, mutual funds, fixed deposits, and bonds. Whether you’re seeking growth, stability, or balanced returns, we offer tailored investment solutions to help you achieve your financial goals.
Protect
Protect your loved ones and secure your health with our comprehensive insurance solutions. Our Term Insurance plans ensure financial security for your family in your absence, while our Health Insurance covers medical expenses, giving you peace of mind when it matters most.
Finance
Kickstart your entrepreneurial journey with our tailored startup loans. Whether you’re in the ideation phase or looking to scale, our flexible financing options provide the capital you need to turn your vision into reality.
Boost your business operations with our machinery loans, designed to help you purchase or upgrade essential equipment. With easy terms and competitive rates, ensure your business runs smoothly and stays ahead of the competition.
Financial Freedom
“Financial freedom means having control over your money and your life. It’s about building enough wealth to live on your terms, pursue your passions, and create lasting security. Whether you’re just starting your journey or looking to take the next step, we’re here to guide and inspire you every step of the way.”
Measure your progress
“Measure your progress to stay on track, celebrate milestones, and move closer to financial freedom with confidence.”
“We support our clients with personalized strategies, expert guidance, and the tools they need to achieve lasting financial freedom — every step of the way.”
Blog & news
The 50/30/20 Rule
The 50/30/20 Rule: A Simple Guide to Budgeting When it comes to managing your finances, it’s easy to get[…]
The Rule of 72
Understanding the Rule of 72: A Simple Formula to Double Your Money When it comes to understanding investments and[…]
Value of Compounding
The Value of Compounding: Your Secret Weapon for Building Wealth When it comes to growing your money, few forces[…]
Our Services
Equity Investments
Unlock the potential for long-term wealth creation through strategic equity investments. We help you navigate the stock market with informed decisions tailored to your risk appetite and financial goals.
Mutual Funds
Diversify your portfolio with professionally managed mutual funds. Whether you’re seeking growth, income, or stability, we offer access to a wide range of fund options to match your investment strategy.
Fixed Deposits & Bonds
Secure your savings with fixed-income options like Fixed Deposits and bonds. Enjoy steady returns and capital safety — ideal for conservative investors seeking financial stability and predictable earnings.
Term Insurance
Secure your family’s future with affordable life coverage that provides financial protection against life’s uncertainties.
Health Insurance
Protect yourself and your loved ones from rising medical costs with comprehensive health coverage and peace of mind when it matters most.
Loan Against Securities
Get instant liquidity without selling your investments. Our Loan Against Securities service allows you to leverage your shares, mutual funds, or bonds while continuing to benefit from their growth potential.
Startup Loans
Fuel your entrepreneurial vision with customized startup financing. We help early-stage businesses access the capital they need to grow, innovate, and scale — backed by expert guidance and flexible terms.
Machinery Loans
Upgrade or expand your operations with our hassle-free machinery loans. Designed for businesses looking to boost productivity, these loans offer competitive rates and swift approvals.
Our Team
Meet the passionate minds driving our vision forward.
Prashant Girmal
Principal Partner
Certified Research Analyst, Certified in Portfolio Management Services (PMS), Certified Tax Return Preparer, MCA, B. Com
Suraj Chougule
Growth Partner
CA Final (Appearing), B. Com
Sunil Danwade
Growth Partner
Mutual Fund Distributor & Insurance Agent
Diploma In Pharmacy
Chetan Bhute
Growth Partner
M. Com in Accounting & Finance
Bajirao Patil
Growth Partner
Diploma in Industrial Electronics,
Diploma in Business Management
Sagar Katkar
Growth Partner
Diploma in Textile Technology,
Certification in Fabric Analysis
Parisa Bargale
Growth Partner
M.Sc. in Environmental Science
Rahul Kolekar
Growth Partner
Diploma In Pharmacy
Nitin Shambhushetti
Growth Partner
Diploma in Mechanical Engg.
Dilpoma in Digital Marketing
Vaibhav Lakade
Growth Partner
B. Com in Accounting & Finance
Insurance Agent
Investment Masterclass — Video Series
Unlock the secrets of wealth creation with our curated video series. Watch and learn how to make smarter investments and achieve your financial goals faster.
“Exciting content is on the way! Watch this space for videos packed with financial wisdom.”
“Exciting content is on the way! Watch this space for videos packed with financial wisdom.”
We are partnered with Mirae Asset Sharekhan for stock trading, commodities trading, portfolio management, and more.
Sharekhan, a full-service brokerage firm backed by the Mirae Asset, offers a comprehensive suite of trading and investment platforms designed to cater to both novice and experienced investors.
Key Services Offered by Mirae Asset Sharekhan: Equity and Derivatives Trading, Commodity and Currency Trading, Mutual Funds and IPO Investments, Portfolio Management Services (PMS), Margin Funding and Loan Against Securities, Research and Advisory, Investor Education, Insurance and Financial Planning, NRI Services
We are proud to collaborate with the following partners for Insurance Services.
We are partnered with leading AMC’s for Mutual Funds
Our Client Reviews
Dont’t take our word for it – here’s what our clients say:
“I have had an amazing experience with one of their team members over the past 7 years. Their team has guided me through the intricacies of equity investments and mutual fund investments through SIPs.”
Chakor Lokur
Pune
“They provided me with an amazing experience and great service across the financial services sector, guiding us to achieve financial freedom and reach our personal goals.“
Amol Shah
Ichalkaranji
“I started investing with them 1 year ago, and now I have a great portfolio with positive returns, even during the market correction phase.”
Yuvraj Kanire
Jaysingpur
What are you waiting for?
Big dreams start with a simple conversation. Get in touch and let’s build something extraordinary. Our team is ready to help you take the next step. Let’s connect and make it happen.
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