Be WealthSet | Wealth Management Firm in Pune, Kothrud & Mayur Colony

Q: How do I get started?

Reach out through the contact form or book a consultation. We'll start with a conversation about where you are today and what you're working toward.

"Don't build a portfolio to impress.
Build it to perform."

Quality First

"Our approach is built on meticulous execution and dedicated service, aligning every milestone with your long term objectives."

Expert Care

"Driven by expertise and a disciplined approach, our team applies consistent precision and care to every client relationship, large or small."

Real Results

"Measurable outcomes that demonstrate our disciplined approach and create lasting value for our clients."

The Name

From Well Set. To WealthSet.

Most people we meet are Well Set, with a steady career, years of hard earned progress, real standing in their field. But being Well Set rarely means you've invested wisely. The two get mistaken for each other, and that's exactly where wealth quietly slips away.

Our endeavor is to close that gap: to help you move from merely Well Set to genuinely WealthSet, where the same discipline that built your career is applied to how that success is invested, protected, and passed on.

Being Well Set is a career achievement. Being WealthSet is a financial one. The Idea Behind Our Name

What We Do

The expertise we bring to your wealth.

Headquartered in Pune, we serve individuals, families, and business owners across India and abroad with a disciplined, complete approach to wealth.

Wealth Planning

Wealth Planning

A structured plan for your capital that accounts for your goals, timelines, and the life you're building toward. We're not just good listeners, we're great planners, turning your aspirations into reality through expert planning and execution.
Mutual Funds and SIFs

Mutual Funds and SIFs

Curated fund selection from 40+ empanelled AMCs, matched to your risk profile and objectives, not a house quota. Track your investments through our platform.

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Equity

Equity

Direct equity guidance built on independent research and our house view, weighed against your own suitability. Demat and trading accounts facilitated through our partnership with Motilal Oswal Financial Services Ltd.
PMS & AIF

PMS & AIF

Access to portfolio management services and alternative investment funds suited to more sophisticated portfolios.
General Insurance

General Insurance

Health, critical illness, personal accident, motor, travel, and corporate cover, sourced across our 5 empanelled insurance partners, the right product and the right protection for your family and assets.
Life Insurance

Life Insurance

Primarily term insurance from our empanelled insurance partners, built to protect against the loss that matters most, alongside ULIPs and traditional products where they genuinely fit.
Loan Syndication
Loan Syndication

Structured lending solutions, sourced and negotiated on your behalf across our lending relationships.
- Home Loan
- Loan Against Property
- Loan Against Shares and MF
- Car Loan
Succession Planning
Succession Planning

A clear plan for how your wealth, and the decisions behind it, pass to the next generation, structured well before it needs to be urgent.
- Will Creation
- Trust Formation
- Family Settlement Agreements
- Nomination Planning
- Power of Attorney
- Legacy Structuring

Our Partnerships

Backed by 50+ of India's leading AMCs, PMS & AIF providers, and Insurers.

Being empanelled this widely isn't about having more to sell you. It's about having the breadth to genuinely recommend what's right for you, unconstrained by a narrow product shelf.

Empanelled with 50+ Asset Management Companies, PMS & AIF providers, and leading insurance partners.

Our Commitment

The peace of mind that comes from precision and intent.

Be WealthSet operates as a boutique wealth management firm and investment management firm based in Kothrud, Mayur Colony, Pune. As your dedicated investment advisor, we differentiate ourselves from large financial institutions by delivering a truly personalized partnership, ensuring every client receives our full, undivided attention. Our commitment is rooted in providing continuous, unbiased guidance designed to not only manage your wealth but to grow and preserve it for generations to come.

We believe in cultivating long term, sustainable growth by aligning our success with yours. Our independent advisory model allows us to provide financial solutions and product recommendations based on our proprietary house views and a rigorous assessment of your unique suitability.

Our Investment Approach

Strategic Selection. Strategic Elimination.

Wealth is not created by doing more. It is created by doing the right things consistently, and without deviation.

You're bombarded with an unlimited number of investment options and funds. Most people respond by spreading their money too thin, and end up with very average returns.

Selection

Fewer themes. Deeper conviction. We invest where the evidence is strongest, not where the noise is loudest.

Elimination

Fewer funds. More focus. We cut anything that adds complexity without adding returns.

Our Platform

A modern application, built around your wealth.

The application tracks your investments in real time, giving you a clear, continuous view of your portfolio wherever you are. Review performance, access statements, and stay connected to your wealth with the same clarity and discipline that defines our advisory.

Download on theApp Store Get it onGoogle Play

PV-2026

Portfolio Valuation

₹42.6L +18.2%

PS-2026

Portfolio Summary

OI-2026

Online Investment

CG-2026

Capital Gains

₹6.1L +24.6%

AA-2026

Asset Allocation Analysis

SIP-2026

SIP Statement

TXN-2026

Transaction Statement

GP-2026

Goal Planning

Quick Access Menu

Swipe to explore the app, real screens from the Be WealthSet platform.

How We Work

A process built on four disciplines.

Every relationship follows the same rigor, not because it's convenient, but because discipline is the only thing that reliably compounds.

Discover

A genuine conversation, not a questionnaire: your goals, your obligations, and what a meaningful life actually looks like for your family. No templates, no assumptions.

Design

A strategy built around your real time horizon, tax situation, and risk tolerance, never a model portfolio pulled off a shelf. Every recommendation has to earn its place.

Implement

Executed with precision, coordinating directly with your custodians, tax advisors, and legal counsel, so nothing falls through the cracks between institutions.

Review

Reviewed quarterly, adjusted only when your life genuinely changes, never in reaction to short term market noise. Discipline is what separates a plan from a reaction.

Review leads back to Discover: the process never truly ends.

The People

Experience makes us humble.

Chartered Accountants, MBAs in Finance, and postgraduates in Economics, each with a minimum of 15 years in the markets, some over 45. That's why we don't panic when markets do.

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Abhishek Subhedar

Founder & Wealth Strategist

An MBA in Finance and a postgraduate degree in Economics, backed by more than 20 years of experience in wealth management.

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Mrunmayee Pandit

Co Founder

A postgraduate degree in Economics, backed by more than 15 years of experience in financial markets.

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Mukund Pandit

Chief Consultant

A postgraduate degree in Commerce and a LLB, backed by more than 45 years of experience in banking and financial markets.

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Ashish Subhedar

Strategic Advisor

A Chartered Accountant (CA) with DISA, CISA, and CISM certifications, backed by more than 25 years of experience in audit and financial markets.

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Anuya Deshmukh

Strategic Advisor

A Chartered Accountant (CA) with more than 20 years of experience in finance and financial markets.

Questions

Common questions about our advisory.

View the Questions

Who is Be WealthSet best suited for?

Individuals, families, and business owners who want a disciplined, goal focused approach to their wealth, not just a list of products to choose from.

Do you offer one time planning, or ongoing advisory?

Primarily ongoing. Markets and circumstances change, and a plan that's never revisited stops being useful. Our relationships are built around continuous review, not a single conversation.

How do you decide what's right for me?

Every recommendation is weighed against your specific goals, risk profile, and time horizon, through the same Discover, Design, Implement, and Review process we follow with every client.

How often will you review my portfolio?

Quarterly at minimum, and immediately whenever a major life change, a new goal, a change in income, an inheritance, calls for it.

Do you help if I need to file an insurance claim?

Yes. We stay involved through the claim itself, not just at the point of purchase, especially when it's a stressful health claim for your family.

Will you ever have custody of my money?

No. Your investments remain in your own name and folios at all times. We advise and execute on your instructions. We never hold your funds directly.

How do I get started?

Reach out through the contact form or book a consultation below. We'll start with a conversation about where you are today and what you're working toward, then move into onboarding through our platform.

Where is Be WealthSet located?

We're headquartered in Kothrud, Mayur Colony, Pune, and work as the dedicated investment advisor and wealth management firm for clients across India and globally. Nearly all of our relationships are conducted over calls and our platform, so your location is rarely a barrier to working with us.

Not just Well Set
Be Wealth Set