Adyanta Financial Consultancy is on its mission to transform financial life of individuals and families. This journey is from financial worries to financial freedom, from chaos to order, from average financial life to excellent financial life, from frown to smile, from dream to goal & from goal to reality. This journey is full of discovery, discipline and doings. Our beginning was modest, and now more than 350 families, in India and abroad, are with us, stepping in unison, with confidence, towards a brighter and happier tomorrow.
Every person is different and every life has different aspirations, needs and demands. The financial plan therefore is completely customised to suit your life situations, financial goals and challenges.
We put you in the centre and work sincerely towards providing you with an actionable roadmap that acts as a guide throughout your life.
We treat your money i.e. investments as means to achieve your financial goals thereby ensuring adequate safety, liquidity and growth for your invested money.
We are highly approachable i.e. just a phone call/ email away, whenever you need us to take the most informed decisions regarding your financial future.
When you face any transition in your life which is affecting your financial decisions, we are there to relook and update your financial plan to get you back on track on the journey towards financial freedom.
Our clients are like our family and therefore are treated with love, care and respect but follow a systematic, scientific and professional approach.
We believe in maintaining transparency with all our clients at the same time maintain client confidentiality.
“I have been your client since 2012. My wife & I are very impressed with the personalized professional service and advice given to us, specifically to suit our situation and future needs. Your structured approach from setting up goals to securing our financial future has made us feel comfortable andextremely happy. We have been gladly recommending your services to others.”
“The first Step in the journey towards financially free future.”
We are clients for Adyanta Financial Consultancy from last 6 months but seems like we know Mr Vipul Bane since years.
My late elder brother was a client with Adyanta Financial. On sudden demise of my elder brother I was worried as to his financial planning and that is when I was directed to his financial advisor Adyanta Financial/Vipul Bane and the biggest revelation that I had regarding my brother’s financial plan was that the plan was perfectly aligned to my brothers income, assets, liabilities and future needs.
There wasn't iota of mis-selling, no skewness of portfolio in favor of the advisor. I was surprised that of all things my brother was advised to take term insurance on priority, which eventually has turned to be a boon for my brother’s family, just months down the line.
I am deeply grateful to Vipul for tailoring a perfectly aligned financial plan that has helped my late brother and his family immensely. Even I may not have been able to devise such a perfect plan.
I have had no hesitation to advise my sister in law to continue being led by you on all aspects of financial planning and also all my friends & family to seek your valuable guidance in planning their financial future.
Thanks Vipul & the entire team of Adyanta Financial.
“Now I have understood the Meaning of Financial Planning & very happy to have Vipul as my Financial Planner.”
“Ever since I Post-graduated, I had been thinking about Investments. Adyanta Financial has been the financial advisorfor my parents for a while and I decided to talk to Vipul for my Finances as well. His passion & commitment towards his clients is what has impressed me most. Today I am extremely happy with the decision I made way back in 2012.”
I and my family have started to feel secured with ADYANTA.
Financial independence and future preparedness works in conjunction under their vision. Their working style is extremely flexible which gives their clients strength to sail smooth.
We strongly recommend all the young working couples to seek their advice and plan their financial future.
“My childhood friend is now my trusted Financial Planner.”
I had several friends and relatives in the Financial Services Industry & from whom I had bought financial products on several occasions but still I had nobody as Financial Coach
“What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your team’s professional, ethical and caring demeanor elicits my trust and respect.”
“My husband and I met Vipul Bane in 2013.We knew how to earn money & save adequately but when it came to financial planning we were novices. After meeting with Vipul, we took on their recommendations and today we are extremely pleased with the decision we made and so have sought his help in planning my parents and sisters finances too.”
“We would like to express our sincere thanks for the excellent work you have done for us over the past 2 years.You have brought discipline in our lives & we are now in control of our finances. Your professional acumen & astute advice has already led to significant savings for us. You are always approachable &I never feel uncomfortable asking any questions.”
“It is really refreshing to work with a firm which is truly interested in their client’s needs, circumstances and preferences. What really impressed me is Vipul Bane’s depth of knowledge, patience & sincerity. May you prosper, along with all your clients.”