About Us
We always believed that investment is an art of managing money. It is an art to provide something special: clear, empathetic financial guidance that’s actually effective. This led the then Adiraaj Financial Planners to be launched with a new brand name Adiraaj Art Of Finance. Our company strongly believes that there is a lot that goes into an investment management, but the plan itself isn’t the only benefit of our joint effort. It’s the ease of knowing that a team is seeking for your best monetary interests. It’s the peace of mind that comes from knowing your financial life is under your control. AAF (Adiraaj Art Of Finance) was thus born with a sole objective, of aiding sound future for our clients and their families through quality and conflict-free investment management. Today, AAF has a diversified presence in Unlisted Shares, Portfolio Management Services (PMS), Mutual Fund, Insurance, Fixed Deposit, Bonds, Real Estate Investment Trust (REIT), Alternate Investment Fund (AIF), Loans Against Securities and a wide array of financial products and services.
We deliver optimum and ethical solutions across domains of Investment, Tax, Retirement, Child Future Security and Estate Planning. Over the past 30 years, we have skillfully done asset management under INR 500 Crore for 3000 + clientele. At AAF, we take care of unforeseen eventualities to build a sound insurance solution for our clientele. Our investment solutions take into consideration the prospects of the client, the current income and the expected income band, the several responsibilities, current as well as the expected ones. We keep our focus simple: we do what’s ideal for you, each and every day. In return, clients like you have rewarded us with more than three decades of trust, loyalty and respect. Our commitment and professionalism, together with our uncompromising customer centric approach has set us as a trusted investment expert to both high-net-worth individuals and leading companies, family businesses, financial institutions and bureaucrats.
Why Us
- 30+ Years of Experience
- Professional investment management and financial planning
- Asset Under Management ₹ 500 Cr for 3000+ clients
- A rigorous financial planning and investment management process with regular reviews of each client’s needs, goals, and investments.
Our Story
AAF grew out of need we saw from our clients. Our founder, Rajendra Dumbre, started the firm as an insurance consult focusing on life and non-life insurance policies for professionals and families. He quickly learned that his clients had needs well beyond drafting policies that secure risks of finanancial losses. They were looking for someone who would also help them make sense of their financial situation and make smart decisions that could help them live the lives of their dreams.
The journey started in the year 2000 with the launch of Adiraaj Insurance & Investme that was later re-branded to Adiraaj Financial Planner in 2012. Today, we have revamp company into ‘Adiraaj Art Of Finance’ which is now one of the Mumbai’s leading, independently registered financial solution firms, and is set out on a mission to support clients in achieving ‘Financial Freedom.’
Our Team
We believe that everything that our team does will challenge people’s expectations concerning to financial solutions and will have the power to enhance the quality of life. We have a fantastically competent, experienced and dedicated team, with access to all the best sources to ply our job. Our team is on hand to help when you need it, too.
Mr. Rajendra Dumbre
Partner
Rajendra has hands on experience of over 27 years in the areas of Financial Planning, Insurance, Mutual Fund, and CorporateServices. In the initial years, he was closely associated with LIC as Insurance advisor. Now he advises various corporate and Educational institutes/colleges for various statutory solutions and advanced benefits services. His core competency is to handle the portfolios of individual and corporate keeping in mind their future needs and demands, time horizon and risk appetite. He is a Certified Financial Planner (CFPCM) and Register Financial Consultant (RFC)
E-mail – rajendra@adiraaj.com
Ms. Deepali Pawar
Partner
Deepali has started her career as Mutual fund advisor. She has extensive knowledge of Mutual fund and various investment products. She is Certified Financial Planner . Her proficiency lies in the areas of customer relationship management.
E-mail – deepali@adiraaj.com
Our Mission
At AAF, our consistent and sincere effort is to provide well-tailored financial solutions to all range of our respected clients, to bring them a peace of mind in their financial lives, by providing financial education and making them aware of their best-available financial choices.
Our Vision
We envision to measure our company growth in tune with the client’s growth.
100%
Client Satisfaction
Address
B1/A4, Runwal Nagar B Plot HSG Society, Off Eastern Express Highway, Runwal Nagar, Kolbad, Thane (W) 400601 Maharashtra, India.
Contact
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