Sarva Nidhi Associates | Financial Planning & Tax Services in Pune
Financial Planning & Tax Services

Your Finances,
Expertly
Managed.

Invest your time and energy in running your business. Leave the financial planning, tax filing, and wealth management to us.

500+
Happy clients
12+
Years experience
7
Core services
📈 +27.4% YTD
🔒 Trusted
💼
Sarva Nidhi Associates
Certified Financial Planner
Portfolio Growth (YTD)
₹12.4L → ₹15.8L
+27.4%
Tax Saved This Year
₹1,46,000
Max
SIP Running
₹15,000 / month
On track
Mutual FundsHealth InsuranceFixed Deposits ITR FilingTax PlanningNRI Consulting Will WritingEstate PlanningSIP Investments Pension PlanningChild EducationHome Loans Mutual FundsHealth InsuranceFixed Deposits ITR FilingTax PlanningNRI Consulting Will WritingEstate PlanningSIP Investments Pension PlanningChild EducationHome Loans
What We Offer
Comprehensive Financial
Services
Everything you need to grow, protect, and plan your financial future — under one roof.
📈

Mutual Funds

Professionally managed, diversified portfolios aligned to your financial goals and risk appetite.

Learn more
EquityDebtSIPGoal-based
🏥

Health Insurance

Comprehensive medical coverage for individuals and families with cashless treatment options.

Learn more
IndividualFamilyCritical Illness
🏦

Fixed Deposits

Safe, guaranteed returns with flexible tenure options. Ideal for conservative investors.

Learn more
High RatesTax SavingFlexible
🛡️

Insurance

Life, motor, travel and home insurance solutions to keep your family and assets protected.

Learn more
Term LifeMotorTravel
📜

Will & Estate Planning

Secure your family’s legacy with professional will drafting, trust formation and succession planning.

Learn more
WillTrustSuccession
🌍

NRI Consulting

Tailored financial services for NRIs — from repatriation to India-based investing.

Learn more
InvestmentsRepatriationTax
📊

ITR & Tax Services

Fast, accurate income tax filing and year-round tax planning to maximise your savings legally.

Learn more
ITR FilingPlanningAudit
Why Choose Us
Accurate, Reliable
& Always There
We don’t just manage numbers. We build trust.

Always On Time

Deadlines are commitments. Every filing, report, and milestone is delivered on schedule — no exceptions.

💪

Hard Working

Your financial wellbeing is our priority. We go the extra mile for the best strategies for your situation.

📅

24/7 Availability

Questions don’t follow business hours. Reach us anytime and get answers when you need them most.

🔒

100% Confidential

Your financial data is handled with absolute discretion. Full compliance with data protection standards.

Client Stories
What Our Clients Say
★★★★★

Sarva Nidhi completely transformed my approach to financial planning. My SIP portfolio has grown by over 24% this year, and I finally understand where my money is going.

A
Amanda Lee
CEO & Founder, Crix
★★★★★

The ITR filing was seamless — done in one sitting. They identified deductions I had missed for years. I saved over ₹90,000 in tax this year alone.

A
Adam Cheise
Director, Dynamic Solutions
★★★★★

As an NRI, managing India finances was a nightmare. Sarva Nidhi handled everything — from investment accounts to repatriation. Responsive, knowledgeable, trustworthy.

R
Rajan Mehta
NRI Client, Dubai
Quick Answers
Frequently Asked Questions
We offer mutual funds, fixed deposits, health insurance, life insurance, ITR filing and tax services, will writing and estate planning, and NRI financial consulting — all from a single point of contact in Pune.
Call us on +91 93517 81706 or fill the form below. Our advisor will assess your risk profile and goals, then recommend suitable funds. SIP investments start from ₹500/month.
Yes. We handle ITR filing for salaried employees, self-employed professionals, business owners, and NRIs. We also identify deductions you may have missed to maximise your refund legally.
Yes, completely free. Call +91 93517 81706 or submit a request through our website and we will get back to you within one business day.
A Systematic Investment Plan (SIP) lets you invest a fixed amount in mutual funds every month automatically. It builds wealth through rupee cost averaging — reducing the impact of market volatility over time.
Ready to Secure Your
Financial Future?

Get personalised advice from our experts. First consultation is completely free.

Get In Touch

Request A
Free Quote

Fill in the form and we’ll get back to you within one business day with a personalised plan.

📞
📍
Location
Pune, Maharashtra, India