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About Sameer Nesarikar

Simplifying personal finance for people living in metro-cities
I provide the clarity and insight you need to prosper financially – so you can save, build and grow your wealth, all without the usual stress or complexity.

Impact That Speaks for Itself

We are thankful and humbled by the trust shown in our process and guidance during this journey. Your confidence in us is our greatest honour and our greatest responsibility.

families served
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Years in Financial Industry
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Years In Financial Distribution
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Values We Share With Our Clients

Planning Around Your Life

Before talking about investments, we first understand what truly matters to you — your goals, family priorities, and future plans. Based on this, we create a simple and practical financial plan that connects your money to your life goals. The idea is to ensure that every investment you make is working steadily towards the future you want to build.

Behavioral Discipline

Having a plan is important, but staying committed to it matters even more. Markets will always move between optimism and fear. Our role is to help you stay focused on your long-term goals and avoid reacting to short-term market noise. Over time, this discipline helps build lasting wealth.

No Shortcuts to Wealth

We do not believe in quick-profit ideas or overnight success stories. Sustainable wealth is built gradually through discipline and the power of compounding. Our focus is on steady, long-term growth rather than chasing fast gains.

Meet the people

Sameer Nesarikar

Founder

Poonam Kanade

Head - Operations

Utkarsh Muzumdar

Head - Legal

Real People. Real Growth.

Having spent decades in banking, I understand finance well. Yet, personal financial planning requires a different lens. Sameer helped bring structure, discipline, and clarity to my family’s long-term goals. His calm, evidence-based approach keeps emotions out of investment decisions. Today, our financial future feels far more organised and purposeful.

~ Nikhil Arekar
Managing Director & CEO, TJSB Sahakari Bank Ltd.

Sameer helped connect the dots — goals, timelines, and the right investment approach. Today my finances feel far more organised, and that brings real peace of mind.

~ Deepali Vaidya

Scrum Master, Tata Consultancy Services

As an artist, my life has always revolved around music, not markets. Sameer helped translate my irregular income into a clear financial plan. I can now focus on my art knowing my finances are being thoughtfully managed.

~ Gandhar Jog
Artist & Entrepreneur

The entertainment industry can be unpredictable, which makes financial planning essential. Sameer helped me think beyond short-term earnings and plan for long-term security. His advice has always been simple, practical, and reassuring. Today I feel much more confident about my financial future.

~ Dr. Deepa Rohit

Associate Professor – Marketing, WIMDR

आर्थिक शहाणपणाचा प्रवास

Arthasādhana

By Sameer Nesarikar

Learn how to grow, protect, and enjoy your wealth.

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तुमचं भविष्य, आमचं मार्गदर्शन

Let’s Talk About Your Goals

Our experts are here to understand your needs and design a wealth plan that works for you

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ARN : 332571

Registration Date : 23/03/2014

Validity till : 09/10/2026

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