Annapurna Investment

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

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Investment Portfolio

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

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Insurance Policies

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

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Wealth Basket

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

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Tax Optimization

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

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Mutual Fund

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

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Targeted Investment

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

FINANCIAL PLANNING TOOLS

Child's Education

Child's Wedding

Dream Home

Dream Car

Dream Vacation

Retirement Planning

Custom Goal

SIP Calculator

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