Manage All Your Finances
at A Single Place

Services

Investment Advisory

Goal Based Investment Planning

Mutual Fund Advisory
Investment & Tax Planning
Retirement Planning
Children Future Planning

Insurance

We provide solutions on best possible risk cover and the least possible price for individuals.

Real Estate

To enhance portfolio diversification, we also provides services related to the investment of funds in property with an aim to generate income through rents or via long term capital appreciation.

Timely Updates & Reminders

Periodic updates about the market position, investment standing as well as reminders about the due premiums

Customers reviews

I contacted Bhushan after seeing ads on social media and when I had meetings and phone conversations with him I found him professional and client-focused adviser. I'm happy with the strategies he has developed for me and I've followed some of the strategies already and I'm planning to follow the rest of them. Bhushan is a pleasure to deal with. He takes the time to understand my needs and provides thorough, tailored advice. Thanks to Genesis for the time you spent advising and explaining how our investments should be handled.
Anup Kurhekar
IT Professional
The financial consultant of Genesis is quite knowledgeable in wealth generation domain. He has knack of explaining the investment tools not only to novices; but also to experienced investors. He understands the needs, financial goals, risk taking ability and financial profile of investor before suggesting investment instruments. This makes sure that the investment is done in the right basket. I have invested through Genesis not only for me but also for my family members.
Sachin Joshi
IT Professional
I am attached with Genesis for 2 years. I found this very helpful in term of information, assistance on investment. Genesis is very prompt on providing correct and timely updates. Best wishes from me and my family.
Rajorshi Payne
Software Professional

Our experts

Bhushan Deshpande- Founder of Genesis Wealth Planners has affluent experience in the field of Investment Advisory, Wealth Management & Asset Management, Having worked extensively in MNC’s and with market leaders in Financial Services.
He has been instrumental in creating unique investment ideas for clients across asset classes and has successfully delivered structuring & execution of it for clients with unbiased investment approach.
His philosophy is to help clients to understand their current financial situation, create and prioritise their financial goals and develop a sensible plan to reach or exceed those goals.

Bhushan Deshpande

Our partners

About us

Genesis Wealth Planners provides consulting & services in the field of financial services predominantly providing advisory for Investment Planning, Wealth Management Products, Tax Planning and Real Estate.

Our mission

We help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service.  We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.

Our vision

  • The Vision of Genesis Wealth Planners is to assist people to “build wealth systematically and prudently”.