Balaji Wealth Management and Financial Services
Wealth Management And Financial Services
- Kanak Residency, Adarsh Nagar, Near St Joseph School, Ravet, Pimpri Chinchawad, Pune
- 9763424075
- May 2, 2026
Smita Sanjay Tari is a highly experienced Financial Planner and Wealth Manager with over 25+ years of expertise in financial services, dedicated to helping individuals and families achieve financial security and long-term wealth creation.
With a strong academic background (B.Sc Graduate) and deep industry knowledge, she provides personalized financial solutions tailored to each client’s goals, risk profile, and life stage.
Her approach focuses on ethical, transparent, and long-term advisory, ensuring clients build sustainable wealth while securing their future.
✔ 25+ years of financial industry experience
✔ Personalized and goal-based financial planning
✔ Ethical and transparent advisory approach
✔ Long-term relationship-focused service
✔ Complete financial solutions under one roof
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