Tushar Paturde - Certified Financial Planner in Pune
Tushar Paturde, CFP® Certified Financial Planner® in Pune
Mutual Funds - SIF - PMS - AIF - Bonds - NPS - Insurance

Certifications


NISM-Series-XIII: Common Derivatives Certification Examination
FPSB® CERTIFIED FINANCIAL PLANNER®
FPSB® Risk and Estate Planning Specialist
FPSB® Retirement and Tax Specialist
FPSB® Investment Planning Specialist
Award in International Wealth Management
Excel for MF Business Program
Certified Financial Goal Planner - Advanced Level
Financial Planning and Estate Planning
NISM-Series-XVII - Retirement Adviser Certification
NISM-Series-V-A - Mutual Fund Distributors Certification
NISM-Series-XXI-A - Portfolio Management Services (PMS) Distributors
PGCPF, IIM Indore

About


Tushar Paturde is the Founder of Meta Investment and a distinguished financial professional who bridges the gap between analytical precision and wealth management. With a unique background that spans a rewarding 20-year career in the IT sector before transitioning into finance, Tushar brings a structured, logic-driven approach to financial planning. He operates on the philosophy that managing wealth should be as systematic and error-free as writing high-quality code. This distinct perspective allows him to deconstruct complex market dynamics into clear, actionable strategies for his clients.

Based in Pune, Tushar is a CERTIFIED FINANCIAL PLANNER® (CFP), a designation that represents the gold standard in the financial planning profession. He further honed his expertise with a Post Graduate Certificate in Personal Finance (PGCPF) from the prestigious IIM Indore. His firm, Meta Investment, is built on the core values of transparency, data-driven decision-making, and personalized "financial fitness." Just as he once engineered robust software solutions, he now engineers robust financial futures for families and professionals, particularly those in the tech industry who appreciate his analytical methodology.

Tushar’s mission goes beyond mere investment distribution; he aims to be a trusted companion on his clients' financial journeys. He believes in empowering investors by helping them "code" a secure future, transforming vague aspirations—whether for retirement, wealth creation, or legacy planning—into disciplined realities. His commitment to continuous learning is evident in his extensive list of certifications, ensuring his advice is always current, compliant, and optimized for the evolving economic landscape.

Tushar’s expertise lies in Mutual Fund, SIF, and Portfolio Management Services (PMS) distribution, where he curate investments that align strictly with a client's risk profile and time horizon. Beyond standard investments, Tushar provides specialized access to Alternative Investment Funds (AIFs), Bonds, and National Pension System (NPS) accounts, ensuring a well-diversified asset mix. He also offer critical protection solutions through Life and General Insurance planning, viewing insurance not just as a product but as a necessary risk management tool to safeguard wealth.

When Tushar is not analyzing portfolios, you will likely find him training for his next marathon or on a long-distance cycling route. He believe that wealth creation, much like endurance sports, is not about speed—it’s about stamina. In running, as in investing, there are no shortcuts. It requires a solid plan, the discipline to stick to it when things get tough, and the vision to keep your eyes on the finish line. Tushar bring's this same 'marathon mindset' to managing your wealth: consistent, disciplined, and focused on the long run.

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