Wealth Management & Advisory
One plan for all your money, built around your goals and your family. We check in with you regularly and adjust the plan when life changes.
For: Anyone who wants a clear plan for the next 10 to 20 years
Profitise Asset Services · Pune
One stop for smarter financial decisions.
The expertise of a big firm, with personal attention. Whether you're saving your first ₹1,000 a month or running a business, we help you grow your money, protect your family and plan for what's ahead. Guided by partners with 30+ years of experience.
AMFI registered Mutual Fund Distributor Individuals · Businesses · NRIs
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500+ clientstrust us with their money
500+Clients served
30+ yrsCombined experience
6Services under one roof
2023Founded in Pune
Who we are
Advice that starts with your life, not a product.
Profitise Asset Services is a financial advisory firm based in Pune. We help people and businesses grow, protect and manage their money: investments, insurance, loans, tax and planning for the future, all in one place.
Every plan is made for one family or one business at a time. We explain things in plain language, and we only recommend what we would be comfortable doing with our own money.
More about usOur mission
To deliver personalised, goal-driven financial strategies that protect and grow wealth with integrity and trust.
Our vision
To bring the financial discipline of a big institution, with a personal touch, to every family and business we work with, creating value that lasts.
What we do
Everything your money needs, in one place.
Mutual Funds
Start with a small monthly amount or invest a lump sum. We pick funds that suit your goals and comfort with risk, not whatever topped last year's charts.
For: New investors as well as experienced ones
PMS, AIF & SIF
For larger investments there are options beyond mutual funds, run by professional managers. We explain the costs, lock-in periods and risks in plain words before you decide.
For: Investors with larger amounts who meet SEBI's minimums
Insurance & Risk Management
The right life, health and general insurance, so one bad event does not undo years of savings. We also review the policies you already have and tell you honestly which ones to keep.
For: Earning members, young families and business owners
Debt Restructuring
Too many loans, or EMIs that are too high? With 18 years of banking experience, we help combine loans, get better terms from lenders and bring your EMIs to a level you can manage.
For: Businesses and individuals with several or costly loans
Tax & Estate Planning
Pay less tax on your investment gains, legally, and make sure everything you have built goes smoothly to the people you choose.
For: Investors with gains to manage, and families planning for the next generation
Who we serve
Different clients, different questions. We answer each one.
Corporate
- Investing surplus business cash safely
- Restructuring business loans
- Business insurance, including cover for key people
- Financial wellness sessions for employees
HNI & Ultra-HNI
- One combined view of everything you own
- Access to PMS, AIF and SIF
- Planning tax on capital gains
- Succession and will planning
NRI
- Investing through NRE and NRO accounts (bank accounts for Indians living abroad)
- KYC and FATCA paperwork, done remotely
- Planning with moving money back abroad in mind
- Reviews over video call and WhatsApp
How we work
Four simple steps. No product pushing.
- 01
Discover
We sit with you to understand your goals, your family, your income and what you already own.
- 02
Risk profile
A short questionnaire that shows how much ups and downs you can handle, so we never push you beyond it.
- 03
Plan
Clear written recommendations, with costs, lock-ins and risks explained before you invest a rupee.
- 04
Review
Regular check-ins and adjustments, plus a call whenever your life or the market changes.
The people behind Profitise
You talk to the partners, not a call centre.
Vaibhav Mohan Deshmukh
Founder & Managing Director
13+ years with one of India's fastest-growing wealth management companies, managing a client portfolio of ₹300+ crore for HNI, Ultra-HNI and corporate clients. Founded Profitise in 2023.
Piyusha Shrikant Gore
Managing Director
18+ years in corporate banking, advising Ultra-HNI clients on credit and lending. Deep grounding in risk management, structured finance and relationship banking.
Client stories
In their own words.
We had five SIPs running, all started after some WhatsApp forward, and honestly no idea why. Vaibhav met both of us, twice actually, because Snehal had more questions than me. He brought it down to three funds, each tied to something real: our daughter's education and the Baner flat. First time we both know where our money is going.
Amit & Snehal K.
IT professionals, Wakad, Pune
Between OPD and emergency calls I never had time to look at my investments. Most of it was lying in FDs, plus one ULIP an agent sold me years back. Piyusha ma'am showed me what that ULIP was really costing me, and the team handled the switch end to end. Now I get one clear review every quarter. That's all I wanted.
Dr. Prashant J.
Orthopaedic surgeon, Kolhapur
After my husband passed away I had papers from three banks and a policy I didn't understand. I was scared to touch anything. They never rushed me. First they made sure my son and I had proper term and health cover, and only after that we talked about investing. That order meant a lot to me.
Meera D.
School teacher and mother, Nashik
Working with Profitise has been a game changer. Within a year I'm far more confident, I look at mutual funds and savings differently, and there's real discipline in my spending now. The constant worry about today's and tomorrow's expenses is gone. I can see the difference when I compare with friends who still don't invest.
Sagar Deshpande
Pune
Handling investments in India from Dubai was a headache. NRE, NRO, KYC, everything over email and nobody replying. Profitise set up the accounts properly, and now I get updates on WhatsApp and we meet whenever I'm home in Satara. My parents go to them for their FDs and insurance too.
Rohan P.
NRI, Dubai · from Satara
Over the years our business loans had piled up with three banks at three different rates. Piyusha ma'am's banking background showed in the first meeting itself. She restructured the whole thing and our monthly EMI load came down. Then Vaibhav set up a separate plan for the company's surplus. Practical people, no jargon.
Sunil P.
Auto components manufacturer, Chakan
Events & gallery
Investor sessions and meetups.
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How do I get started?
Fill the enquiry form, call us or send a WhatsApp message. We set up a free first meeting, in person in Pune or on a video call, to understand where you stand today. There is no obligation.
I know nothing about investing. Is that okay?
Completely. Many of our clients started with us. We explain everything in simple words, and no question is too basic.
How much money do I need to start?
You can start a mutual fund SIP with as little as ₹500 a month. There is no minimum amount to talk to us.
Do you only work with clients in Pune?
No. We meet clients in person in Pune and work with clients across India and abroad over phone and video calls.
Is my money safe? Do I give it to you?
Your money goes directly from your bank account to the fund house or insurance company, never to us. Every investment is held in your own name.
Start your smart investment journey today.
The first conversation is free and comes with no obligation.