About Us

Though my interaction with Kamlesh started in the capacity of a client looking for expert Financial Guidance, to my utmost delight and satisfaction it evolved into a friendship based upon mutual trust. Kamlesh has the uncanny ability to understand your expectations and provide you with sound financial guidance in todays highly volatile market! Extremely prompt on delivery, high on integrity and with the expertise that Kamlesh has, every interaction gives you a feeling of professionalism at its best. Last but not the least, his team too demonstrates his fantastic attributes which makes the interactions more pleasant.

I have known Mr. & Mrs. Rode for the past six years. It has been a really good for me having him as my financial adviser. He has helped me channelize my accounts in a better way. Mr. Rode has a good knowledge and experience in the field of finance and has always helped invest in the right policies and investment plans for savings. His organized way of working and client report maintenance is commendable. Analyzing the pros and cons and then guiding the client to invest according to the clients’ needs and his client-oriented approach is what makes him different from other Financial planners. I look forward to further investments with him. “Your money combined with his investment ideas will workout wonders for a better future!” I wish him all success in his upcoming endeavors.

Mr Rode is result driven, service oriented, knowledgeable and an expert in financial markets. His timely advice has helped us understand the options available for investment. I will recommend his services to anyone who wants to avail benefits from the financial markets.

Ever since I moved to Pune in 2015, I have turned to Mr. Kamlesh Rode for assistance in all things related to finance. His integrity, expertise, and excellent service standards, drew me instantly to him and his company. As the years have passed, I have come to deeply rely on his keen insight and guidance. His advice has always been professional, accurate and without self interest. I would unflinchingly recommend him to anyone interested in finding financial solutions without an iota of hesitation

I always see Mrs. Rekha Rode as very highly organized, knowledgeable consultant who would recommend various innovative ideas to satisfy your insurance requirements. He ensures a very good handling of your insurance portfolio with a prompt service

Kamlesh understands the Financial requirements and planning for an individual or family. Plans the details with perfection including all the financial planning for family for the next 25-40 years. Proposes financial savings in equity, MFs, Insurance, SIPs and real estate with a proper mix. He keeps the track on all investments on regular basis, follows up and ensure timely updates. I would recommend Kamlesh as one of the BEST for financial planning and personal advisor.

He is personal, creative with good value on returns & investments with expert domain understanding of Finance resulting in great results in short and long term.

Mr. Rode understands your emotions and needs perfectly. With thorough knowledge of
financial world, he gives practical & implementable solutions . I got benefits of his expertise to a very large extent . His professional approach and unbiased suggestions are really appreciable.

I have been associated with Mr. Kamlesh Rode, who has been my financial adviser for the last few years. He and his wife Rekha who jointly run a private firm in Pune complementing each other. Mr. Kamlesh is suitably qualified and has an in depth knowledge on all aspects of financial planning, investments and taxation . He is very competent in his field and offers honest and unbiased advise which is tailored to individual needs. He also meticulously keeps track of the investments and updates the client regularly. I would strongly recommend Mr. Kamlesh and Mrs. Rekha Rode for all your financial planning and Investment. Your financial future is certainly in safe hands.