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.”
“Vipul is one of the Dynamic Personality with black and white clarity of his working methodologies. I attended an outstanding webinar on “Financial Freedom” which indeed got my thoughts to freely flow for my finances to grow in abundance. The ratios & workable solutions explained during the session made my concepts absolutely clear.”
“Vipul is a highly professional and talented financial advisor I have seen so far. His study and risk based investment recommendations are close to accuracy. His responsiveness to clients is admirable. Always accessible and helpful to his clients and friendly with them. I wish him all the best for his future endeavours."
"Around Nov 2018, we got in touch with Mr. Vipul Bane through a family friend. This was the first time we were stepping into the realm of investments, hence we were looking for someone, who had an in-depth understanding of the subject matter along with qualities such as integrity,honesty and transparency. Mr. Vipul Bane truly holds these qualities and is also a subject-matter expert in personal finances. He showcased a high degree of expertise during all our interactions with him. We are extremely satisfied with the guidance given by him for channelizing our personal investments and are certainly going to continue our association with Adyanta for a very long time.
“Financial Planning was just a concept for us. After starting a family we released the significance of financial planning. That's when Adyanta played a vital role. It's been a good 2 year journey and we look forward to achieving our financial goals in the years to come.
Thanks Vipul & his team for the continued assistance and guidance."
“Me and my husband were investing in MF casually without any scientific approach. We were however lucky to get ourselves introduced to Mr. Vipul Bane through my father.
We for the first time came to know through “Adyanta” about the setting of goals and making systematic investment to match the goals".
Mr. Vipul also tossed the idea of building a corpus fund for post retirement, as both of us are working in private sector, where there are no post retirement benefits. In just last two months we are experiencing benefit of investing with scientific approach and are extremely happy with timely guidance received from ‘Adyanta’ team. We look forward for long term associations with 'Adyanta' for mutual benefits.”
"I am happy to recommend Adyanta as a friendly financial advisor.
My friendship with Vipul goes for over 20 years . It was a natural choice for me to partner with Vipul to discuss I am happy to share that Vipul has been a constant companion during my highs and lows and also the random economic waves. He empowered me to take the right financial decisions . More importantly he advised me to be prudent in my spends !! He has a friendly demeanor and goes out of the way to share his pearls of wisdom.
I have seen him growing and empowering others to grow. He is genuinely happy for his happy customers. I wish him all the luck and glory to spread smiles and go further miles.”
"We had been saving for a long time but were not sure whether that would be adequate enough and whether the instruments selected were appropriate.
During the pandemic we realised that just saving is not enough but we need to invest smartly.
With both of us working long hours, it was really difficult to study and analyze the financial markets and make appropriate changes in our investment plan. That is when we started our engagement with Vipul and am glad we did.
Though we are just in the initial phase of our Financial Planning journey, the kind of support and understanding offered to us is truly awesome.
Thank you Vipul for your expert recommendations and your entire team for the timely support."
“I started my investment journey in 2011 but it was directionless i.e without keeping any financial goals in mind and was mainly based on advice from my friends and broker.
Though I was aware of the Financial planning concept since 2013, I never acted on it due to paucity of time. Recently during the lockdown when I google searched for a financial coach, I came to know about Adyanta FC.
I was highly impressed by Mr. Vipul Sir in my first meeting with him mainly for tworeasons. The first was his sound knowledge of financial markets as well as different investment avenues and the second was the remarkable qualities that he possessed.
Vipul is a good listener, empathetic towards his clients concerns and committed to provide the most unbiased solutions to his clients' as per their exact needs. His passion is unparalleled as he often works off the clock to ensure that his clients are happy.
I would like to thank the entire team of Adyanta for the personalized Financial Plan, accurate guidance and timely support provided to me since Jan 2021 and wish them Great Success and Happiness in Life !”
“Firstly, let me express my thanks for the work you have done with my finances. Tilldate my understanding of Finance was of bank FD savings and small chunks of MF investments. The expertise and attention to detail with which you have handled my finances are worth appreciating. I liked the absolute integrity, your passion and genuine interest for achieving only best for your clients.Vipul and team not only guide you towards your goal with different investments/preferences but also make us visit our risk-taking ability.
I wish Vipul and Adyanta Financial Consultancy to prosper more along with their
clients and achieve new milestones in their journey.”
“In spite of working in corporates for more than 15 years, I felt directionless when itcame to managing my own finances. I knew what I wanted my money to do - grow! That's what everyone wants isn't it!But I didn't know how to make it happen...Isought help from some professionals - they guided me towards certain specific instruments only largely secure. So after some time I started feeling stuck again. Then through some quirk of fate,I met Vipul through the Purpose Coach training program.
When I consulted him, for the first time I felt someone respected my wants.He showed me the mirror and gave me practical advise on how I can still achieve my mostimportant goals with prudence & planning!"
One of my friends introduced Mr. Vipul Bane when I was looking for professional help to invest my retirement funds. Till then, I wasn't in the favour of seeking professional help for my personal finances as I thought I was good at it since I was managing my company's surplus funds.
However in the first meeting itself with Vipul, I was convinced and asked him to go ahead. Considering my limited risk-taking ability and the falling interest rates, he smartly designed my portfolio to achieve my monthly income needs as well as generate a good return. I am thankful to him for his professional help and support.
I feel secured with ADYANTA.I would like to express my sincere thanks for the excellent work you have done for me over the past 2.5 years. I am very impressed with the personalised professional service & advice given to me, specially to suit my situations & future needs. You are always approachable and I fell very comfortable asking any queries anytime. Overall I am very happy and grateful to team Adyanta.
This is to acknowledge financial consultancy offered by Adyanta Financial Consultancy headed by Mr. Vipul Bane. I got introduced to Mr. Vipul through a very close relative of mine. At the beginning I was quite sceptical as anyone would be about the whole concept, as earlier I always thought that such services only sell you some policies, funds and seldom understand your actual financial goals or your risk appetite for that matter. But within few years of our professional engagement, we very well understood that Adyanta is much more than the standard practitioners.
He always tries to hunt for new investment tools, opportunities and promptly shares them with the clients. He always keeps himself updated with market movements / happenings. Whenever I need to take some financial decision I always seek his help which he promptly and patiently provides. Recently he has also done a life couch course which has made him equipped more to serve his clients, as I feel that the financial discipline and general well being go hand in hand. I am quite sure that his skills would help his clients to attain the financial freedom that they are targeting. I wish all the very best to Mr. Vipul and his team.
Last year, in 2021, we sought the services of Mr. Vipul Bane, the Founder of Adyanta Financial Consultancy, to advise us on planning and management of our mutual funds and equity portfolio. Since that time, we have had several meetings with him that have served many purposes, including our and longer-term financial planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. He and his company made us feel like we are the most important people you will see today, and the astute advice his company has provided has already led to significant and huge returns. Mr. Vipul has always been happy and engaging, and at the same time, we have never been in doubt of his professional acumen. He has always explained everything thoroughly and worked with sheer honesty and professionalism. We hope to continue our investment journey with him for the long term that will see our business relationship touch new heights.
I had been trading in equities and derivatives on my own for the last year and often making losses from my trades. That's when my nephew recommended me to Adyanta Financial Consultancy, a franchisee of Sharekhan.
From last 2 months (Feb-March 2022) I have been doing trading as per their recommendations and the results have been beyond my expectations i.e. an absolute return of 31% (Invested ₹5,00,000) in the last 2 months. I would highly recommend one and all to open their Demat and Trading account with Adyanta and simply follow their recommendations/calls which are highly accurate and effective.
"I and my husband-Rahul Mestry had been good savers but not so good investors. It was only a couple of months ago when our Financial coach - Mr. Vipul Bane advised us on various goal-based Equity Mutual Fund SIPs along with a Demat & Trading account in Sharekhan. That's how our investment journey began in March 2022.
I was pleasantly surprised to find that my trading account had generated an absolute return of 16.85 % through short term equity and derivatives trading that too in such a volatile market.
We both have found great value in the services of Adyanta Financial Consultancy in such a short span of time and will not have any hesitation in recommending their services to all our friends and family members."