Anil Ganpat Salvi, QPFP® · Executive Director

Stop Guessing.
Start Making
Confident Money
Decisions.

Most people don't need more investment options — they need clarity of purpose in their investments. I help investors and working professionals build a financial roadmap that actually fits their life.

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AMFI Registered
15+ Years Experience
500+ Clients Guided
Who This Is For

You don't need to be
wealthy to start.

Whether you are just beginning or already investing — if you want proper structure without confusion in your finances, this is for you.

First-time Investors

You want to start investing but feel overwhelmed by the choices. SIP, mutual funds, FDs, stocks — what even makes sense for you?

Working Professionals

You have a salary, some savings, and maybe a policy or two — but no clear picture of whether your money is actually working for you.

Families with Long-term Goals

Children's education, buying a home, building a retirement corpus — you have goals but no structured plan to reach them.

Confused by Too Many Options

You've been pitched products, read articles, watched videos — and now you're more confused than when you started. Let's simplify it.

Problems We Solve

Sound familiar?
You're not alone.

Too many investment choices, too little clarity

Every advisor seems to have a different recommendation. You end up doing nothing — or the wrong thing.

No clear financial roadmap

You're earning and spending, but you don't know if you're on track for any of your life goals.

Wrong products for your needs

You may have insurance you don't need, or missing the kind of coverage that actually matters.

Lack of financial discipline

You start a SIP, then stop it. You plan to review your portfolio but never get around to it.

What changes after working with a structured advisor

Most clients gain a clear understanding of where they stand financially, what specific gaps exist in their planning, and receive a structured roadmap with concrete next steps — all delivered with complete transparency and zero product pressure.

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About Anil
Anil Ganpat Salvi, QPFP® - Executive Director, Angasa Financial Services Pvt Ltd
15+ Years Experience

A guide, not
a salesperson.


"I believe financial clarity is not a luxury — it's something every working person deserves."

My name is Anil Ganpat Salvi and I am the Executive Director of Angasa Financial Services Pvt Ltd. For more than 15 years, I have been helping individuals and families gain clarity and structure in their financial lives — not by selling them products, but by providing objective, structured financial guidance that puts their goals first.

I started my career in the financial services industry and spent years observing how people make costly financial decisions — not due to lack of intelligence, but due to lack of clear, unbiased, and structured advice. That realization shaped my entire approach: to be a guide who brings clarity, not a salesperson chasing commissions.

My role is to help you understand your own financial situation deeply, identify what truly matters to you, and build a roadmap that is realistic, structured, and aligned with your life goals. I work with you at your pace, in plain language, with complete transparency. Every recommendation I make is backed by a clear rationale that you will understand and own.

This is not about quick fixes or market-beating promises. It's about disciplined planning, long-term clarity, and making informed decisions that give you confidence — today and decades from now.

Structured, objective advice — not commission-driven product sales
Clear explanations in plain language, no financial jargon
QPFP® certified, AMFI registered, fully transparent and compliant
Long-term relationship built on trust — not one-time transactions
Services

How I can help
you specifically

Every service is built around a clear outcome for you — not a product sale.

01

Personal Financial Planning

A comprehensive look at your income, expenses, debts, savings, and goals. We build a personalised plan that shows where you are and where you need to go.

→ You leave with a real financial blueprint

02

Investment Guidance

Understand which investment types suit your risk appetite, time horizon, and goals. I help you choose wisely — without being swayed by market noise.

→ You invest with confidence, not confusion

03

Goal-based Planning

Whether it's your child's college, your home purchase, or retirement — we map each goal to a specific savings and investment strategy with timelines.

→ Every goal gets a dedicated plan

04

Portfolio Review

Already investing? I'll review your existing portfolio to identify overlaps, underperformers, and gaps — and suggest practical adjustments.

→ Your portfolio works harder, not harder to understand

05

One-to-One Financial Coaching

For those who want to build their financial knowledge alongside making decisions. Regular sessions that help you understand the why behind every move.

→ You become financially independent over time

Ready?

Not sure where to start?

Start with a free introductory call. We'll understand your situation and suggest the most relevant service for you — no obligations.

Book Free Intro Call →
How It Works

A simple, structured
consultation journey

No surprises. You'll always know where you are in the process and what comes next.

Understand

We start by listening. Your income, goals, concerns, and current financial situation — without judgment.

Analyse

We look at what you have, what you need, and what gaps exist. This is where most people get their first "aha moment."

Plan

A clear, actionable financial plan tailored to your specific goals — not a one-size-fits-all template.

Review

Financial plans need revisiting. We schedule periodic check-ins to stay on track as your life evolves.

Testimonials

What clients say
about working with Anil

Before talking to Anil, I had money in three different places with no idea of how they connected to any of my goals. One session changed everything — I finally understood what I was doing and why.

Rajesh M. IT Professional, Pune
★★★★★

I was very skeptical at first — I thought it would just be another product pitch. It wasn't. Anil genuinely listened and helped me identify that I was over-insured in some areas and completely exposed in others.

Sneha K. Working Professional, Mumbai
★★★★★

My wife and I had no structure to our finances at all. Anil helped us create a goal-based plan for our daughter's education and our own retirement — explained simply, with clear timelines we could actually follow.

Pramod & Anita T. Family, Nashik
★★★★★

* Testimonials above are representative. Actual names may have been changed for privacy.

Get in Touch

Start your journey to
financial clarity

Reach out via WhatsApp or book a consultation directly. Anil responds personally to all enquiries.

Prefer a direct conversation?

Reach out on WhatsApp — whichever is most comfortable for you.

WhatsApp: +91 92234 40013
Serving clients across India (in-person & online)
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Schedule a Consultation

Book a one-on-one session to discuss your financial goals and get clarity on your investments.

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