ABOUT US
Founded in 1998 by Mr. Prabhakar Nerkar and Mrs. Vandana Nerkar, Annapurna Investment & Financial Services began with a clear mission—to bring financial awareness to individuals from all walks of life and protect them from making irrational financial decisions. With dedication, ethics, and a client-first mindset, they laid the foundation of trust that still defines our organization today.
In 2015, their son Er. Yogesh Nerkar, a Mechanical Engineering graduate and a passionate Financial Planner, joined the family legacy to scale the business to new heights. With a strategic vision, modern approach, and technological edge, Yogesh expanded Annapurna’s reach not only across India but also into international markets —turning the dream of global financial empowerment into a reality.
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OUR SERVICES

Investment Portfolio
Whenever you think of making investment, three things should come on top of your mind

Insurance Policies
Insurance is an important risk management tool that can protect you and your family from financial hardship

Wealth Basket
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward.

Tax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets

Mutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes.

Targeted Investment
Making holistic investment choice is always preferred than making random investments. This can be achieved
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