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Anil Bharti — Co-Founder · Pentagraph - Your Investment Partners · Pune, Maharashtra, India.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Anil Bharti is co-founder of Pentagraph - Your Investment Partners, where he leads wealth management and financial planning for HNI clients. His profile emphasizes a practical, client-centered approach aimed at helping investors make informed decisions and follow a structured financial path.
Before co-founding Pentagraph, Bharti spent more than a decade with major banks including ICICI Bank and HDFC Bank. The record says he worked across many areas of retail banking, including sales, operations, and team management, and later served as a branch manager at HDFC Bank. That banking foundation appears to inform his approach to wealth advice and planning. For family-office and private-wealth readers, the most relevant points are his long exposure to retail banking, his focus on reliability in advisory relationships, and his work with high-net-worth clients on wealth management and financial planning.
Experience
Co-FounderCurrent
Pentagraph - Your Investment Partners · Pune Area, India
2014 – Present
Truth speaks sensibly, whereas myths only speak louder. My aim is breaking down the myths, and revealing the truth behind the world of wealth management and financial planning. I live my purpose of being a simple medium between my clients and the world of financial freedom. There is an in-depth study of the clients' requirements (needs, wants and dreams), goals, their financial psychology, identifying bottlenecks and various other parameters that are very specific to a particular client. Every recommendation is built on a solid framework supporting these parameters. Its a holistic client-driven approach, rather than a product-driven approach. With a wide range of success stories that I have helped unveil, I encourage you to go through the services that we offer, and give yourself an opportunity to lead a responsible and a fulfilled life.
Branch Manager
HDFC Bank
2011 – 2014
Education
Skills
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