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

🗣️ English  ·  हिंदी  ·  मराठी

Certifications


FPSB® CERTIFIED FINANCIAL PLANNER®
PGCPF, IIM Indore
NISM-Series-XIII: Common Derivatives Certification Examination
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
NISM-Series-XVII - Retirement Adviser Certification
NISM-Series-V-A - Mutual Fund Distributors Certification
NISM-Series-XXI-A - Portfolio Management Services (PMS) Distributors

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. Deeply rooted in the regional ecosystem, Tushar offers comprehensive financial planning and wealth mentorship services in Marathi, Hindi, and English. For professionals and families in Pune seeking a good wealth coach or financial mentor who can break down complex concepts in Marathi, Tushar acts as a trusted guide—mentoring clients through one-on-one strategic planning rather than traditional classroom teaching.

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 and financial mentor on his clients' 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 curates 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 offers 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. 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 brings this same 'marathon mindset' to managing your wealth: consistent, disciplined, and focused on the long run.

AMFI Registered Mutual Fund Distributor · AMFI Registered SIF Distributor · APMI Registered PMS Distributor

Meta Investment is an AMFI-registered Mutual Fund Distributor (ARN-129322) and is not a SEBI-registered Investment Adviser (RIA). · About page · Artha planning tool

Who I Help


  • IT professionals and software engineers in Pune with complex income — salary, ESOPs, and bonuses
  • Families planning for children's education and their own retirement simultaneously
  • First-time investors who want a structured, goal-based approach rather than ad-hoc product buying
  • NRIs and returnees navigating Indian investment options
  • Business owners seeking disciplined wealth separation from business income

My Planning Process


  1. Discovery call — 15 minutes to understand your goals and current situation
  2. Risk profiling — structured questionnaire to map your risk tolerance and time horizon
  3. Goal-based plan — each goal (retirement, education, home) gets its own allocation using Artha, our planning tool
  4. Ongoing review — portfolio and life-stage reviews to keep the plan on track

Products I Handle


Mutual Funds · Specialised Investment Funds (SIF) · Portfolio Management Services (PMS) · Alternative Investment Funds (AIFs) · Bonds & Fixed Income · National Pension System (NPS) · Life Insurance · General Insurance

Frequently Asked Questions


Is Tushar Paturde a certified financial planner?

Yes. Tushar holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation from FPSB India, which is the gold standard in financial planning. He also holds a Post Graduate Certificate in Personal Finance (PGCPF) from IIM Indore.

Is Tushar Paturde an AMFI-registered mutual fund distributor?

Yes. Tushar is an AMFI-registered Mutual Fund Distributor (ARN-129322) and is authorised to distribute mutual funds, SIF, and PMS products across India.

Does Tushar work with IT professionals in Pune?

Yes. A significant portion of Tushar's clients are software engineers, tech leads, and IT managers in Pune. His own 20-year IT background means he understands the income patterns, RSUs, ESOPs, and retirement timelines specific to the tech industry.

What services does Meta Investment offer?

Meta Investment offers mutual fund distribution, SIF distribution, PMS distribution, NPS planning, goal-based financial planning, insurance planning, and access to alternative investment funds (AIFs) and bonds.

Is Meta Investment a SEBI-registered Investment Adviser (RIA)?

No. Meta Investment is an AMFI-registered Mutual Fund Distributor (ARN-129322) and is not a SEBI-registered Investment Adviser. Tushar earns commissions from product manufacturers and does not charge advisory fees.

How can I start working with Tushar Paturde?

The easiest way is to book a free 15-minute discovery call via WhatsApp. You can also use the Artha financial planning tool at metainvestment.in/artha/plan to get a personalised goal-based plan before your first call.

Contact Me


📧 Emails responded within 24 hours  ·  📞 Calls returned within 1 business day