Wealth Management & Financial Solutions

Financial Solutions

It act as a guide as you go through life’s journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.

Specific Goal Creation

It’s the process of helping clients prioritize their financial goals and determine the optimal plan to fund them refers to the handling of financial assets and other investments—not only buying and selling them.

Single Element Solution

It includes risk profiling, creation of investment portfolio, assets allocation, creation of wealth, periodical review and re-balancing.

AIF / REIT

Alternative Investment Funds are an investment avenue to pool in funds for investing in private equity, real estate or to hedge funds.

Will Writing

A Will is a document written by a living person stating his / her wishes to be executed after his / her death.

Client Testimonials

[dica_divi_carousel show_items_desktop=”3″ show_items_tablet=”2″ loop=”on” autoplay=”on” hoverpause=”on” arrow_nav=”on” item_spacing=”45″ equal_height=”on” advanced_effect=”1″ arrow_nav_color=”#ffffff” arrow_bg_color=”#231e60″ image_sizing=”55%” arrow_position=”middle-outside” arrow_alignment=”center” innercontent_padding=”28px|23px|28px|23px|true|true” innercontent_padding_tablet=”” innercontent_padding_phone=”|20px||20px|false|true” innercontent_padding_last_edited=”on|phone” item_padding=”16px|25px|30px|25px|false|true” item_padding_tablet=”” item_padding_phone=”|10px||10px|true|true” item_padding_last_edited=”on|phone” image_container_margin=”||||false|false” image_container_margin_tablet=”||||false|false” image_container_margin_phone=”” image_container_margin_last_edited=”on|desktop” rating_container_margin=”14px||6px||false|false” arrow_position_tablet=”” arrow_position_phone=”” arrow_position_last_edited=”on|desktop” _builder_version=”4.13.1″ title_font=”Nunito|700|||||||” title_text_align=”center” title_font_size=”26px” body_font=”||||||||” body_text_align=”center” body_line_height=”2em” border_radii_item=”on|13px|13px|13px|13px” border_color_all_item=”#f2f2f2″ border_radii_image=”on|50%|50%|50%|50%” locked=”off” global_colors_info=”{}” innercontent_padding__hover_enabled=”off|hover”][dica_divi_carouselitem title=”Dr. Suresh V. Raghava” sub_title=”(Sr. Vice President-Operations) – Cadila Pharmaceuticals Ltd.” button_url_new_window=”1″ use_icon=”on” icon_color=”#231e60″ use_icon_font_size=”on” icon_font_size=”32px” use_rating=”on” image_position=”image_under_title” rating_alignment=”center” rating_position=”rating-top” custom_margin=”46px||55px||false|false” custom_padding=”0px|10px|22px|10px|false|true” _builder_version=”4.13.1″ subtitle_font=”||||||||” subtitle_text_align=”center” subtitle_line_height=”1.2em” body_font=”||||||||” body_font_size=”15px” body_line_height=”1.7em” background_color=”#ffffff” background_enable_color=”on” use_background_color_gradient=”on” background_color_gradient_start=”#ffffff” background_color_gradient_end=”#efefef” background_color_gradient_direction=”165deg” background_color_gradient_start_position=”51%” background_color_gradient_end_position=”48%” overflow-x=”visible” overflow-y=”visible” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.05)” global_colors_info=”{}”]

“I know Mr.Rajendra Dumbre is partner of Adiraaj Financial Plaanner for over a decade now and over this period I found him to be the most trusted financial planner I have ever come across so far. His proactive and timely advise on financial matters have been very useful not only when the economy was doing well but also during the time when economy was subdued.

His friendliness, objectivity, financial acumen and perseverance in making sure that his client takes the right decision is something commendable. I have been financially benefited by his advise and wish him the very best in all his endeavors.”

[/dica_divi_carouselitem][dica_divi_carouselitem title=”Capt Sanjiv Bhalla” sub_title=”(Fleet Captain(West)) – IndiGo” button_url_new_window=”1″ use_icon=”on” icon_color=”#231e60″ use_icon_font_size=”on” icon_font_size=”32px” use_rating=”on” image_position=”image_under_title” rating_alignment=”center” rating_position=”rating-top” custom_margin=”46px||55px||false|false” custom_padding=”0px|10px|22px|10px|false|true” _builder_version=”4.13.1″ subtitle_font=”||||||||” subtitle_text_align=”center” subtitle_line_height=”1.2em” body_font=”||||||||” body_font_size=”15px” body_line_height=”1.7em” background_color=”#ffffff” background_enable_color=”on” use_background_color_gradient=”on” background_color_gradient_start=”#ffffff” background_color_gradient_end=”#efefef” background_color_gradient_direction=”165deg” background_color_gradient_start_position=”51%” background_color_gradient_end_position=”48%” overflow-x=”visible” overflow-y=”visible” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.05)” global_colors_info=”{}”]

“I have known Mr.Rajendra Dumbre , key founder of Adiraaj Financial Plaanner for over 17 years. He is a very honest,hard working and trustworthy person. He has been advising me on financial investments and Insurance issues. The level of service rendered continues to be of a very high order. He is a self made man and has reached this level of competence , entirely on the strength of his dedication and hard work. Despite this he is a very humble and respectful person.

His dealings are honest, above board and he displays a very high level of competence and integrity.His organising and Management skills are of a high level and this is displayed in his and his office functioning.

I wish him the very best in all his future ventures and am confident that these will grow due to his dedication, involvement , expertise, hardwork and integrity that he displays in his dealings.”

[/dica_divi_carouselitem][dica_divi_carouselitem title=”Mrs. Dolly D’souza” sub_title=”(Asst Vice President) – Network 18″ button_url_new_window=”1″ use_icon=”on” icon_color=”#231e60″ use_icon_font_size=”on” icon_font_size=”35px” use_rating=”on” image_position=”image_under_title” rating_alignment=”center” rating_position=”rating-top” custom_margin=”46px||55px||false|false” custom_padding=”0px|10px|22px|10px|false|true” _builder_version=”4.13.1″ subtitle_font=”||||||||” subtitle_text_align=”center” subtitle_line_height=”1.2em” body_font=”||||||||” body_font_size=”15px” body_line_height=”1.7em” background_color=”#ffffff” background_enable_color=”on” use_background_color_gradient=”on” background_color_gradient_start=”#ffffff” background_color_gradient_end=”#efefef” background_color_gradient_direction=”165deg” background_color_gradient_start_position=”51%” background_color_gradient_end_position=”48%” overflow-x=”visible” overflow-y=”visible” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.05)” global_colors_info=”{}”]

“Me and My Husband really appreciate Mr.Rajendra Dumbre,partner of Adiraaj for his assisting us with his expertise on financial planning. It’s been an association for little over ten years, and across these years have been able to plan the future in terms of being independent i.e. children’s growth and aspirations, retirement plans, creating a pool of assets and many other things related to wealth management.

Most of our investments have a better ROI with secured with enhanced returns, which are better that what most then banks have to offer.

The equilibrium and spread out saving has made us present in all the genres of investment which is proof of his diversified acquaintance in financial industry.”

[/dica_divi_carouselitem][dica_divi_carouselitem title=”Mr. Sudhir Kantale” sub_title=”(Director – Solutions Delivery) – VACS Technology Pvt. Ltd.” button_url_new_window=”1″ use_icon=”on” icon_color=”#231e60″ use_icon_font_size=”on” icon_font_size=”35px” use_rating=”on” image_position=”image_under_title” rating_alignment=”center” rating_position=”rating-top” custom_margin=”46px||55px||false|false” custom_padding=”0px|10px|22px|10px|false|true” _builder_version=”4.13.1″ subtitle_font=”||||||||” subtitle_text_align=”center” subtitle_line_height=”1.2em” body_font=”||||||||” body_font_size=”15px” body_line_height=”1.7em” background_color=”#ffffff” background_enable_color=”on” use_background_color_gradient=”on” background_color_gradient_start=”#ffffff” background_color_gradient_end=”#efefef” background_color_gradient_direction=”165deg” background_color_gradient_start_position=”51%” background_color_gradient_end_position=”48%” overflow-x=”visible” overflow-y=”visible” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.05)” global_colors_info=”{}”]

“I was introduced to Mr.Rajendra the key founder of Adiraaj Financial Distribution Services by one of my friend in year 2006. We started our association with a very small investment; however over a period of last 13 years, Mr.Rajendra has become my financial advisor for anything related to Investment and Insurance.

The best thing about Rajendra is he does not sell any financial product without understanding the need and requirements of the customer. He is very proactive and takes the complete ownership in terms of guiding the customer.

I found Mr. Rajendra more as a trustworthy consultant cum advisor rather than a sales person. I wish him all the best in his endeavors and I am sure he will continue to fulfill the high expectations by way of his proactive approach and friendliness in providing quality financial services.”

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Financial Solutions

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Our Mission Is to Build the Foundation of a Secure Future

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As a working professional, there’s no better time to initiate your financial journey than today. Allow us to use our proficiency to guide and grow your portfolio while you continue being focused on building your skills and your career.

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B1/A4, Runwal Nagar B Plot HSG Society, Off Eastern Express Highway, Runwal Nagar, Kolbad, Thane (W) 400601 Maharashtra, India.

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