When Wealth Is Aligned, Everything Else Follows.
22 years
Industry Experience
Two decades of experience across investment advisory, financial markets, and wealth management.
15 Clients
Happy Clients & Growing
Providing personalized, fee-only advice focused on long-term financial alignment.
5/5
Google Rating
Consistently rated highly by clients for transparency, clarity, and unbiased financial advice.
Why Investers Fail?
Most investors are not failing because of bad products.
They are failing because:
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They take more risk than they can actually handle
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They follow advice that isn't built for them
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They abandon strategies at the worst possible time
The result is a predictable cycle:
Structure Before Selection
In global institutions, portfolios are not built by chasing ideas. They are built by answering one question first: "What is the right structure for this investor?"
Only then comes product selection. In India, we often do the opposite. Wealth Aligned Financial Advisory brings that institutional discipline to your financial life.
Sleep Aligned Investing
Not all risk is visible on a statement. Some risk shows up at 2 AM.
When markets fall, what matters is not what your portfolio should do — but what you will do. A portfolio that forces you to panic is already broken, regardless of how it looks on paper.
Sleep Aligned Investing means your portfolio is aligned not just to math — but to your behaviour. Because discipline is only possible when the strategy feels right.
What We Actually Do
We don't predict markets. We don't recommend "top funds." We build:
A structure you understand
Goal-based allocation built around your life, not a model portfolio.
A strategy you can stay with
Aligned to your risk capacity and your behaviour under pressure.
A portfolio for your real life
Including real estate, gold, and fixed income — your full balance sheet.
Who This Is For
This is for you if you are done with noise and opinions. If you want clarity, not constant activity. If you value thinking over tips, and advice that stands independent of products.
Salaried professionals, doctors, NRIs requiring cross-country clarity, and HNIs seeking structured wealth planning.
"Good investing is not about doing more. It is about doing the right things — and staying with them."
— Harendra Zatakia, CFP · Wealth Aligned Financial AdvisoryHarendra Zatakia · SEBI Registered Investment Adviser (Individual)
Registration No: INA000021988 · Validity: Perpetual
Registered under SEBI (Investment Advisers) Regulations, 2013
Registration granted by SEBI and certification from NISM does not guarantee the performance of the adviser or provide any assurance of returns to investors.
Begin With a Conversation
No obligation. No products. Just clarity about where you stand and where you want to go.
📍 Pune, Maharashtra · 📩 harendrazatakiya@gmail.com · 📞 +91-9869009957
Our Happy Customers
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5.0 ★★★★★ (15 Google Reviews)
Earning wealth is important, but having the right financial planner to manage and grow it wisely is what truly makes a difference.
Harendra is one of the best SEBI-registered financial advisors. His professional acumen, extensive knowledge, and genuine commitment to helping clients achieve their financial goals set him apart. His advice is clear, practical, and
I had a great experience with Harendra's financial planning advice. His guidance was practical, easy to understand, and tailored to my financial goals. The strategies he suggested have helped me make better financial decisions. I truly
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Harendra CFP is one of the most trustworthy and principled SEBI-registered professionals I have come across in the industry. His strong focus on asset allocation, goal-based investing, and disciplined portfolio construction reflects a
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Had a great experience on overall holistic financial planning from Wealth Aligned Financial Advisory, SEBI registered investment adviser in Pune providing fixed-fee financial planning.
I was looking for someone who could help me sort my finances and at the same time give genuine advice regarding my investments, tax planning and managing my portfolio.
This is about my recent experience with Harendra. It was amazing how explicitly he guided me about my finances and helped me identify the gaps in my portfolio. He also identified areas like a missing emergency fund and helped me create one.
I had an excellent experience with Mr. Harendra Zatakia at Wealth Aligned Financial Advisory. He took the time to thoroughly understand my financial situation by asking all the right questions about my goals, current investments, and risk.
Harendra helped me understand the available investment options after carefully assessing my financial goals and risk profile. His financial planning approach was objective, well-structured and easy to understand.
I used to stress about my financial future constantly. Working with Harendra Zatakia from Wealth Aligned Financial Advisory completely replaced that anxiety with clarity and peace of mind. Highly recommend!
I had a great experience working with Harendra for my financial planning. He carefully reviewed my existing investment portfolio and identified overlapping mutual funds, helping me rebalance them for better diversification.
A registered SEBI advisor having a thorough knowledge of the financial markets, who was very patient, understanding and had insightful recommendations!
One of the best SEBI registered investment advisers in Pune, focusing on holistic financial planning and building long-term wealth strategies for clients.