welcome to finmart

Integrated wealth, tax & risk solutions for your future

FinMart is a premier financial advisory and consulting firm dedicated to integrated wealth management, tax optimization, and risk mitigation strategies for individuals and businesses.

+91 96641 57451

12+

Years of financial expertise

Abhijit Chandrakant Gadagi, CFP, principal consultant at FinMart
FinMart financial advisory practice

about the founder

Abhijit Chandrakant Gadagi

Principal Consultant Certified Financial Planner

Abhijit Chandrakant Gadagi is a seasoned financial professional with over 12 years of specialized experience in wealth management, taxation, and financial planning. Holding a Bachelor of Commerce (B.Com) alongside prestigious Certified Financial Planner (CFP) and NISM AMFI certifications, Abhijit offers a uniquely holistic approach to personal finance.

Through FinMart, he bridges the gap between strategic investment management and tax optimization. His practice is built on the pillars of transparency, objective advisory, and bespoke financial structuring — empowering clients to achieve sustainable financial growth and long-term wealth security.

Education B.Com
Certifications CFP · NISM
AMFI Registration ARN 100431

our services

Core Practice Areas

Three distinct pillars designed to cover every aspect of your financial life — delivered with transparency and objective advisory.

CFP-led advisory AMFI registered
Wealth

Wealth Management & Financial Planning

Comprehensive goal-based financial planning, mutual fund advisory and portfolio management for long-term wealth creation.

  • Goal-based financial planning
  • Mutual fund & portfolio advisory
  • SIP structuring for wealth accumulation
  • SWP for regular income generation
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Tax

Taxation & Accounting Consulting

Strategic tax planning, compliance and end-to-end accounting support for individuals and enterprises.

  • Income tax planning & compliance
  • End-to-end tax return filing
  • Business accounting & consulting
  • Co-operative society accounting & AGM
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Protection

Risk Management & Insurance Solutions

Protecting your family and assets with comprehensive life and health insurance strategies.

  • Life insurance & legacy planning
  • Family protection strategies
  • Mediclaim & health insurance
  • Coverage against medical exigencies
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Not sure where to begin? Talk to a CFP and get a clear plan built around your goals.

why choose us

Built on trust & transparency

FinMart's practice is built on the pillars of transparency, objective advisory, and bespoke financial structuring — so every decision is aligned with your goals, not a product push.

CFP-led advisory AMFI registered 12+ years experience

Holistic Approach

Wealth management, taxation, and risk under one roof — one advisor, one plan, no gaps.

Objective Advisory

Unbiased recommendations aligned only with your goals, never a product push.

Bespoke Structuring

Customized financial plans for individuals and enterprises, built around your life.

Certified Expertise

CFP and NISM AMFI certified with 12+ years of hands-on advisory experience.

credentials

Professional Credentials & Compliance

Qualified, certified, and registered to deliver objective financial advice you can rely on.

Educational Qualification

Bachelor of Commerce (B.Com)

Professional Certification

Certified Financial Planner (CFP)

Professional Certification

NISM AMFI Certified

AMFI Registration Number

ARN 100431

LIC Agency Professional Code

LIC0289791P

Consultation Languages

English, Marathi, Hindi

Advisory services delivered in compliance with AMFI and LIC regulations.

how it works

Your journey to financial security

A clear, four-step process that turns your goals into a structured plan — reviewed and refined as life changes.

4 simple steps Reviewed quarterly CFP-led
Discover

Consultation

We understand your goals, risk profile, and current financial position in detail.

  • Goal & risk profiling
  • Cash-flow & net-worth review
Structure

Planning

A bespoke financial plan spanning wealth creation, taxation, and risk cover.

  • Goal-based asset allocation
  • Tax & risk-cover strategy
Act

Implementation

We execute your investments, insurance, and tax strategies with precision.

  • SIP / SWP structuring
  • Policy & compliance setup
Refine

Review

Ongoing monitoring and periodic portfolio reviews keep your plan on track.

  • Quarterly portfolio review
  • Rebalance as life changes
Ready to start your journey? Book a free consultation and get a clear, structured plan.
Client speaking with a FinMart advisor over the phone
Panvel, Maharashtra

contact us

Get in touch

Reach out for a consultation. We serve clients in English, Marathi, and Hindi.

Call Book Consultation