Welcome To Atalfinwizz
A reputed name for comprehensive financial and product distribution services.
Based in Magarpatta City, Pune since inception, we bring over 12 years of experience in taxation services and investment solutions, currently serving 550 clients annually. In 2023, we partnered with NJ Wealth, and today we proudly support 100+ satisfied investment clients.
Our mission is to guide individuals towards their financial goals through smart, effective investment assessments. As a CA Final pass out, a Certified Financial Goal Planner and a Mutual Fund and Insurance Distributor governed by SEBI, AMFI and IRDAI. We offer a broad range of financial services rooted in deep expertise in insurance, tax laws, and mutual fund investments.
We specialize in providing customized solutions tailored to both short-term and long-term financial needs, carefully considering each client's risk appetite, investment horizon, and tax implications.
Ultimately, our core purpose is to empower individuals to build lasting wealth and financial confidence through informed investment choices.
Our Team
Mrs. Aarathi Abhay Atal is a seasoned finance professional with over 12 years of experience in taxation services and investment solutions. She holds a Commerce degree and is a CA Final pass-out from the Institute of Chartered Accountants of India (May 2006). She is also a Certified Financial Goal Planner (CFGP), a SEBI registered Mutual Fund distributor and an IRDAI governed Insurance broker.
Her career began with roles as a Branch Credit Manager at ICICI Home Loans and as a Financial Analyst at Mphasis (an EDS company), where she developed a solid foundation in finance. However, it was her passion for personal finance and taxation that led her to establish her own firm in Magarpatta City, Pune.
Since inception, she has guided hundreds of individuals and families in making informed financial decisions, currently serving 550 clients annually. In 2023, she partnered with NJ Wealth, further expanding her reach and proudly supporting over 100 satisfied investment clients and currently manages 1450 lakhs of Assets under Management.
With deep expertise in tax laws, insurance, and mutual fund investments, she helps clients build wealth, manage risk, and work confidently toward a secure financial future—always considering factors such as risk appetite, investment tenure, and tax impact.
Assisting clients in fulfilling their needs.
Why Us
Every offering we provide is thoughtfully crafted with your best interests at heart. Your long-term goals are the primary factor guiding our recommendations and decision-making process.
