About Us

Zenith Financial Services is an independent investment, wealth management and Insurance advisor practice. We are diverse and unique team of advisors comprising of CA, s, financial planners, Investment professionals, lawyers with varied multi generational experience. We believe each client is unique in nature and needs individual attention and customized planning. Our mission is to help clients to achieve their financial goals taking into consideration their risk appetite and implement prudent strategies to achieve their dreams.

Why Us

Goal based Planning
Unbiased financial advice
Strict adherence to risk profile
Assets allocation based strategy

We at Zenith Financial services are committed to you throughout your life journey guiding you on various aspects of finance right on wealth creation, protection and preservation.
Wealth creation is one aspect of investing and at same time protecting the profits that has one made is equally important aspect of investing.
We have developed in-house proprietary tools and we leverage the technology to make sure we do all this hasselfree at the convenience of the customer.
All are team members are certified financial professionals and our mentors are well renowned professionals in the industry, guiding and mentoring us in creating wealth for our customers.

Our Mission

We believe each client is unique in nature and needs individual attention and customized planning. Our mission is to help clients to achieve their financial goals taking into consideration their risk appetite and implement prudent strategies to achieve their dreams.

Our Vision

Our vision is to provide objective and unbiased financial planning to help you manage, grow and protect your assets through life’s transitions. We strive to continuously expand our individual and collective knowledge as we believe this provides a best-in-class experience for our clients.

Our Vision

Our vision is to provide objective and unbiased financial planning to help you manage, grow and protect your assets through life’s transitions. We strive to continuously expand our individual and collective knowledge as we believe this provides a best-in-class experience for our clients.

Our Values

01.
Clients First
We actively embrace the direct relationship between financial decision making and the greater good.
02.
Integrity Always
We place our clients' interests above our own. We acknowledge our fiduciary responsibility, adequately explain our compensation structure, and disclose potential conflicts of interest.
03.
Results Matter
We work to enhance our professional knowledge and competence. We share information and ideas; properly credit the contributions of others, and refer clients to appropriate professionals for issues beyond our knowledge and skills.
04.
Privacy and Confidentiality
We do not disclose or share confidential information with others, except as authorized or when otherwise legally obligated to do so.

Meet Our Team

Nitin Wasurkar

Nitin Wasurkar

Founder Director
Nitin is founder director of Zenith Financial Services and comes with 13 years of experience in IT and financial services domain. He has worked with diverse industries like IT, banking and insurance. Nitin holds B.E from VNIT Nagpur and MBA from MIT, Pune and is CFP (certified financial planner), CWM (Charted Wealth Manager). He is also MDRT (USA) member.
Vasant Padole

Vasant Padole

Founder Director
Vasant is founder director of Zenith Financial Services and comes with 35 years of experience in insurance and financial service domain. He is B.com from Nagpur University and MDRT member for consecutive 20 years and specializes in insurance planning.
Sonali Wasurkar

Sonali Wasurkar

Founder Director
Sonali is founder director of Zenith Financial Services and comes with 7 years of experience in Insurance and financial domain. She holds MBA from Symbiosis Pune.
Gitesh Maddiwar

Gitesh Maddiwar

Director : Tax Planning & Corporate Finance
Gitesh is CA by profession and comes with 12 years of experience in Tax planning and corporate finance.
Namita Goyal

Namita Goyal

Director: Portfolio Management
Namita comes with 8 years of experience in capital markets. She holds MBA in finance and diploma in portfolio management. She is also CFP ( Certified Financial Planner).
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