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- May 28, 2026
Shantanu Wealth
We Care... We Protect...
About Business
Shantanu Wealth is a trusted financial advisory firm based in Khopoli, Maharashtra, dedicated to helping individuals and families build long-term financial security through disciplined investing and goal-based financial planning. Established in 1997, the firm has been guiding clients for decades with a simple philosophy — making investing easy to understand, transparent, and aligned with life’s most important financial goals.
Led by Mr. Vinay Janardan Kulkarni, Shantanu Wealth specializes in mutual fund investment planning, retirement planning, tax planning, higher education planning, and goal-based wealth creation strategies designed to help clients grow wealth while managing risk wisely.
Successful investing is not about chasing short-term market trends — it is about building a disciplined financial strategy that aligns with your future goals. At Shantanu Wealth, every financial plan is designed according to individual priorities such as children’s education, buying a home, retirement security, wealth creation, and legacy planning.
The advisory approach combines careful mutual fund research, portfolio diversification, risk management, and regular portfolio reviews, ensuring that investment strategies evolve with changing market conditions and life circumstances.
The focus remains on clarity, disciplined investing, evidence-based decisions, and long-term financial protection.
Why Choose Shantanu Wealth?
25+ Years of Financial Experience
Serving investors since 1997 with trusted financial advisory services.
Personalized Investment Planning
Every investment strategy is customized according to your life goals and risk profile.
Retirement Planning Expertise
Specialized guidance focused on helping clients build financially secure retirement years.
Disciplined Wealth Creation
Long-term investment discipline rather than short-term speculation.
Transparent Advisory Process
Simple explanations and clear financial recommendations without unnecessary complexity.
Continuous Portfolio Monitoring
Regular reviews ensure your investment plan adapts to changing markets and life situations.
Evidence-Based Investment Decisions
Investment recommendations backed by research, data, and financial discipline.
Vision
My vision is a community of informed investors who achieve financial independence through disciplined, goal-oriented portfolios
Mission
My mission is to help you invest with confidence and stay invested with purpose. I aim to be your long-term partner—educating, guiding, and planning with you through every market cycle
Company Information
Establishment Year
1997
Legal Formation
Sole Proprietorship
Owner / Managing Director / Managing Partner
Owner
No of Employees
3
Products or Services
Products or Services
Mutual Fund Investment Planning
Professional guidance to help investors create wealth through carefully selected mutual fund portfolios based on financial goals and investment timelines.
Services include:
- SIP (Systematic Investment Plans)
- Lump Sum Investment Planning
- Equity Mutual Funds
- Debt Mutual Funds
- Hybrid Funds
- Portfolio Diversification
- Long-Term Wealth Creation Strategies
- Retirement Planning (Core Expertise)
Retirement planning is one of the strongest specialties of Shantanu Wealth.
We help clients create structured financial plans that ensure financial independence after retirement.
Services include:
- Retirement Corpus Planning
- Monthly Income Planning After Retirement
- Pension Planning Strategies
- Long-Term Wealth Preservation
- Inflation-Adjusted Retirement Planning
- Post-Retirement Financial Security Planning
- Tax Planning
Helping individuals legally reduce tax liability while creating long-term financial benefits.
Services include:
- Tax Saving Mutual Funds (ELSS)
- Section-Based Tax Planning
- Year-End Tax Saving Strategies
- Financial Planning for Tax Efficiency
- Goal-Based Investment Planning
Investments designed around specific life goals instead of random investing decisions.
Planning areas include:
- Home Purchase Planning
- Wealth Creation Planning
- Family Financial Security Planning
- Future Lifestyle Planning
- Legacy Planning
- Higher Education Planning
Dedicated financial planning solutions for children’s future education requirements.
Planning includes:
- Child Education Fund Planning
- Long-Term Education Investment Plans
- Future Cost Estimation
- Structured Education Savings Strategies
Professional guidance to help investors create wealth through carefully selected mutual fund portfolios based on financial goals and investment timelines.
Services include:
- SIP (Systematic Investment Plans)
- Lump Sum Investment Planning
- Equity Mutual Funds
- Debt Mutual Funds
- Hybrid Funds
- Portfolio Diversification
- Long-Term Wealth Creation Strategies
- Retirement Planning (Core Expertise)
Retirement planning is one of the strongest specialties of Shantanu Wealth.
We help clients create structured financial plans that ensure financial independence after retirement.
Services include:
- Retirement Corpus Planning
- Monthly Income Planning After Retirement
- Pension Planning Strategies
- Long-Term Wealth Preservation
- Inflation-Adjusted Retirement Planning
- Post-Retirement Financial Security Planning
- Tax Planning
Helping individuals legally reduce tax liability while creating long-term financial benefits.
Services include:
- Tax Saving Mutual Funds (ELSS)
- Section-Based Tax Planning
- Year-End Tax Saving Strategies
- Financial Planning for Tax Efficiency
- Goal-Based Investment Planning
Investments designed around specific life goals instead of random investing decisions.
Planning areas include:
- Home Purchase Planning
- Wealth Creation Planning
- Family Financial Security Planning
- Future Lifestyle Planning
- Legacy Planning
- Higher Education Planning
Dedicated financial planning solutions for children’s future education requirements.
Planning includes:
- Child Education Fund Planning
- Long-Term Education Investment Plans
- Future Cost Estimation
- Structured Education Savings Strategies
Your USP / Specialties
Retirement Planning
Service area / Delivery area
Pan India
Looking for:
Retail customer
Contact
Contact Person
Vinay Janardan Kulkarni
Phone
Address
Sudnyaneel Apartment,Office 101, First Floor, Opp Nikhil Khanawal, LBS Nagar,Khopoli
Pin Code
410203
Facebook Page
Instagram URL
Location
Sudnyaneel Apartment,Office 101, First Floor, Opp Nikhil Khanawal, LBS Nagar,Khopoli
Review
Write a ReviewLeave a Review
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Smita Tari – Financial Planner & Wealth Manager
- Shop No 11, Shubhsarita CHS., Shrikrishna Nagar, Beside Dhobi ghat, Borivali East, Mumbai
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Arvind Talange
Mr. Vinay Kulkarni is very much supportive and helping hand for financial planning and execution plans. He is a trustworthy source
Sanjeev Godse
I have been associated with Shantanu Consultancy for atleast last 27 years. Mr.Vinay has been my friend before that. One day, he explained his idea to form a start-up. This word was not familiar at that time. That was “Shantanu Consultancy.” Since then Shantanu Consultancy has been continuously expanding, basically due to imbibed virtues like honesty, transparency, courage to take bold decisions, dedication, always thoughtful about better options for the clients and person associated with. This has resulted in short and long term benefits for the clients and hence their association. It’s also a reason of the continuous growth with respect to turnover and number of persons connected with.
Now, there are many new areas where Shantanu Consultancy has been working like MF, insurances (personal, transport, health), Stocks etc. Here the products are always competitive to the market and one should easily believe. I am also beneficiary of some of the products.
I wish a good, healthy and continuous success to Shantanu Consultancy for all their future endeavours and myself be one of the beneficiaries among many others.
Keep it up!