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Our Values
Honesty, Transparency, and Strong Protocols in Following Systems & Processes

The Importance of money management and Goal based financial Planning

Integrating Money Management with financial planning is essential for achieving long-term success and stability.

When these two aspects are aligned, individuals can make informed decisions, set achievable goals, and pave the way for a secure and fulfilling future.

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Benefits of Aligning Money and Financial Goals

Enhanced decision-making

Aligning Money and financial goals provides a clear framework for making strategic decisions regarding professional growth and financial stability.

Improved Satisfaction

It leads to a sense of fulfillment, as individuals can pursue careers that align with their passions while ensuring financial security.

Successful Life

Aligning goals reduces financial concerns, allowing individuals to focus on their career growth without compromising their financial well-being.

Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!

Life Insurance Solutions

Life insurance isn’t just about protection — it’s about peace of mind. Our customized Life Insurance Solutions help you safeguard your family’s financial future, achieve your life goals, and create lasting wealth. Let’s build a plan that ensures your loved ones are always protected, no matter what life brings.

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Health Insurance Solutions

Please don't leave your health to chance. Get comprehensive health coverage with our trusted Health and Mediclaim Plans

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Wealth Solutions

ULIP offer diversified investment options, professional management, and potential wealth growth. They provide flexibility, liquidity, and tax benefits, making investing easy for everyone. Start your journey towards financial success with a well-managed mutual fund today!

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Money Management + Goal-Based Planning = "Financial Planning."

अब करो, अपने Personal Finance को perfectly plan

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Meet Your Coach

Shhivaji Salunke

Certified Financial Advisor

Shhivaji Salunke, an experienced financial navigator with a deep passion for guiding individuals and businesses toward financial success, built our firm on the principles of trust, transparency, and financial literacy. With years of experience in the industry, we have helped clients across various financial situations—whether they are just starting their investment journey, preparing for retirement, or managing wealth across generations.

Our Vision

Through continuous efforts for technological upgradation and research, Shivaji Finserv become the trusted brand for fulfilling the financial needs of both individuals and corporate houses.

Our Mission

Shhivaji Salunke is a Qualified Financial Risk Advisor which helps Individuals and Businesses manage their Finances effectively. He focus on Wealth Enhancement, Protection, and Transfer. The firm's Mission is To assess the financial health of 3000+ people.

Our Values

Honesty, Transparency, and Strong Protocols in Following Systems & Processes

Talk with our Experts

Testimonials

Ramesh Kulkarni, Pune

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"Pallavi Salunke guided me in selecting the right life insurance cover and building a wealth solution plan tailored to my needs. Her approach is clear, professional, and client-focused. Thanks to her, I now feel secure about my family’s future and confident about my financial growth."

Anita & Suresh Desai, Pune

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"We were worried about planning for our child’s higher education. Pallavi Shivaji Salunke helped us design a step-by-step education and savings plan. The way she explained complex financial matters in simple words gave us the confidence to act immediately. She is a trustworthy and caring advisor."

संदीप पाटील, व्यवसायिक, पुणे

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"पल्लवी शिवाजी सालुंखे मॅडम यांनी माझ्या कुटुंबासाठी जीवन विमा, मुलांच्या शिक्षणाची योजना आणि संपत्ती निर्मिती याबाबत उत्कृष्ट मार्गदर्शन केले. त्यांच्या सल्ल्यामुळे माझे आर्थिक नियोजन मजबूत झाले आहे आणि मला भविष्यासंदर्भात आत्मविश्वास वाटतो.