Skip to content
Pune · Since 2011

Insurance.
Investing.
Loans.

Insurance and mutual fund advisor in Pune. First call free.

SIP Calculator

Open

In 20 years you could have

₹1,49,87,219

Invested ₹36 LReturns ₹1.14 Cr

₹
₹1,000₹1,00,000
yrs
3 yrs35 yrs

At 12% a year. Market risks apply.

Our partners

Star Health Insurance
Axis Max Life Insurance
ICICI Bank
Nippon India Mutual Fund
CAMS
KFintech

How healthy are
your finances?

A score out of 100. Two minutes. Free.

Sample score

72/100

  • Emergency fund82
  • Life cover64
  • Health cover71
  • Debt90
  • Investing55

2011

Trusted since

2,500+

Families guided

15+

Partner institutions

6

Financial solutions

Families
trust us.

Sanjeev explained health insurance in a way I finally understood. When we needed a cashless claim, his team handled everything. Truly a family advisor.
RKRahul K.Pune
I started my very first SIP with KalpvrukshFinserv. They kept it simple, showed me the risk, and I've stayed invested for years now. Zero pressure, all guidance.
SPSneha P.Pimpri-Chinchwad
From the home loan documentation to the final sanction, the team guided me at every step. Got a great rate and saved so much time. Highly recommended.
AMAmit M.Pune

Insurance and mutual fund advisor in Pune

One advisor for health insurance, term insurance, SIPs, home loans and vehicle loans. Based in Dapodi, Pune. Serving all of Maharashtra.

Areas: Dapodi, Pimpri-Chinchwad, Kothrud, Aundh, Baner, Wakad, Hinjewadi, Shivajinagar, Hadapsar, Kharadi, Viman Nagar, Camp, Katraj, Bhosari. Advisor across Maharashtra

Common questions

KalpvrukshFinserv is a Pune advisor founded by Sanjeev Surana in 2011, based in Dapodi. We help families choose health insurance, term insurance, mutual fund SIPs, home loans and vehicle loans, and the first consultation is free.

Yes. We are based in Pune and advise customers across Maharashtra by phone, WhatsApp and video call.

Health insurance, term life insurance, mutual funds and SIP, home loans, vehicle loans and financial planning, plus 32 free financial calculators.

The first consultation is free. You pay the same premium or fees as buying directly, and we are paid by the insurer or fund house.
Sanjeev Surana, founder of KalpvrukshFinserv

Founder

Sanjeev Surana

Honest advice for Pune families since 2011.

Let’s talk.

Your first call is on us.

Chat on WhatsApp