DAHow Deepak is paid
A flat planning fee, disclosed up front. No product commissions — fee-only, conflict-free.
About Deepak
With 1 years in the field, Deepak works with a focused set of clients in Pune and is known for a patient, no-pressure style.
Background & experience
Founder & Principal Adviser (SEBI RIA)✓ verified
Self · IQ Commune verified
2025 – present
VP, Private Wealthself-declared
Citibank
2021 – 2025
Wealth Managerself-declared
Kotak Mahindra Bank
2017 – 2021
Who Deepak works best with
High-earning professionalsDoctorsFamilies nearing retirement
Areas of focus
Goal & cash-flow planningComprehensive financial planning
Client testimonials
Client testimonials are intentionally not shown. SEBI's Investment Adviser advertising code treats every public client claim as an advertisement needing pre-approval — so ProfylPages keeps RIA profiles to verified facts only.
Trust at a glance
375+
clients served
22
verified recommendations
4.2 yrs
avg relationship
1
in your network recommended
✓ INA-266131 active · no regulatory flags on record
“No regulatory flags” is the compliant stand-in for the 1-star reviews you'd scan elsewhere — a factual record check, not an open complaints board.
SEBI-Registered Investment Adviser. Registration does not guarantee performance or returns. Investment in securities is subject to market risks. Public client testimonials are not displayed, in line with the SEBI Investment Adviser advertising code. ProfylPages verifies registration and regulatory standing; it does not provide investment advice.