Anshul Rana, CFP®

Your business took years to build. Your wealth strategy should be just as intentional. I'm Anshul Rana, CFP®, working with business owners, promoter families and senior executives who need more than investment management. I help clients navigate:• Deployment of business liquidity and surplus cash• Estate, succession and legacy planning• Family wealth governance• Tax-efficient investment structures• Portfolios across equity, debt and alternative investmentsMy role is simple:To help families preserve wealth, grow capital prudently and transition assets smoothly across generations. No market or product noise. Just thoughtful advice aligned with your family's long-term goals.📍 Pune | Pan-India