Nexus Wealth — Guiding You To Financial Freedom
Guiding You To Financial Freedom
★ AMFI Registered · ARN-332524
Create
Compound
Conquer

"Managing money isn't just about earning more — it's about using it right."

Prithviraj D. Patil
Prithviraj D. Patil AMFI ARN-332524

Being wealthy isn't accidental — we have to plan for it.

About Nexus Wealth

A Pune-based financial solutions firm.

We help individuals and families create a clear financial roadmap so their income supports their dreams, not just their expenses. Our approach centres on protection, discipline and long-term wealth creation — instead of chasing short-term money moves.

Our Values

To protect your interests and optimise your hard-earned money in the best way possible. Time plays a critical role in building wealth — unfortunately, many investors fall victim to mis-selling, wrong decisions, or chasing high returns without understanding the risks.

Once time is lost, it cannot be regained. We make informed choices to ensure what's right for you.
Why Financial Planning Matters

Many people earn well but still face money stress.

Without a Plan

  • ! Savings remain low
  • ! Wrong financial products get purchased
  • ! Goals remain delayed
  • ! Time is lost
  • ! Retirement becomes uncertain

With a Proper Plan

  • ✓ Handle emergencies with confidence
  • ✓ Beat inflation, year after year
  • ✓ Avoid financial mistakes
  • ✓ Retire with dignity
  • ✓ Achieve every goal on time
What We Offer
Our Services
Growth & Tax

Investment Planning

📈

Portfolios built for your goals, risk appetite, and tax efficiency.

Mutual FundsSIFPMSAIFBondsFDsTax Assessment
Destination

Goal Planning

🎯

Every rupee mapped to a real milestone, not left to chance.

Child EducationMarriageRetirementLong-Term Wealth
Protection

Insurance Planning

🛡

Cover that protects your plan, so one bad year won't undo it.

HealthTerm LifeMotorCommercial
Liquidity & Review

Loans

💰

Access liquidity without disturbing your long-term investments.

Loan Against Security

Portfolio Review

📊

A clear-eyed second look at what you already hold.

Existing Investment AnalysisAsset Allocation CorrectionUnderperformer ID
Wealth Calculator

Use our most precise and realistic Wealth Calculator.

Keep at default for a realistic outcome.
Retiring at age 55. Sets the horizon for the inflation projection below.
In today's ₹ value — we'll inflate it to your goal year.
Targeted Inflation Adjusted Value of ₹1 Cr ₹50,40,000
Invested ₹18,00,000
Gained ₹32,40,000
Total Wealth ₹50,40,000
Surplus ₹0
Invested Growth
To close the shortfall
₹0extra SIP / month
or
₹0lumpsum today

Illustrative only — assumes steady compounding, excludes taxes and fees. Talk to us for a plan built on your numbers.

🏁
Your Retirement Year
In 25 years, ₹1,00,00,000 today's value will need to be ₹4,29,187 in future ₹.
On track
2051at age 55
What Is Financial Freedom?

For us, financial freedom is financial security — that provides comfort to take breaks, choose work you enjoy, live the life you dreamed, and even plan for early retirement.

Build your security.
Live Free.
Contact Details
📞 Phone
+91 90226 17117
✉️ Email
nexuswealth01@gmail.com
👤 Advisor
Prithviraj D. Patil — ARN-332524

Start planning today.

Investments · Loans · Insurance — one call, one clear next step.

Call or WhatsApp to Start Planning →