Crescent Wealth Planners

‘Crescent’ is a unique and highly experienced financial advisory and wealth management firm founded in the year 1996 with collective experience of over 20 years. Based in Pune, we offer financial advisory services and personalized solutions for individuals, societies, charitable institutions, HNIs and small businesses to help our clients achieve financial security and wealth. We strive to utilize our extensive industry experience and strong research capabilities for the benefit of our clients. At ‘Crescent’ we believe that personal wealth planning can transform lives, families, and generations. Much more than just investment advice, personal wealth planning encompasses all parts of our clients’ lives. We are immensely proud of Crescent’s retention rate. Loyal clients – with whom we frequently enjoy multi-generation relationships – are ultimately our greatest satisfaction.