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Principal advisor at Be WealthSet, boutique wealth management firm in Pune

Dear Valued Client,

Welcome to Be WealthSet Financial Services.

In today's constantly changing financial world, individuals and families are faced with countless choices, opinions, and investment opportunities. My role as a Wealth Strategist is to simplify this journey and help you make informed decisions that are aligned with your goals, values, and aspirations.

At Be WealthSet, we believe that every client is unique. Your financial journey, priorities, responsibilities, and dreams are different from someone else's. That is why we focus on understanding you first, before recommending a financial strategy.

Whether your goal is to build wealth, protect your family, plan for your children's future, prepare for retirement, or create financial independence, we are here to help you navigate each stage with clarity and confidence.

Your wealth deserves a strategy. Your future deserves a plan.

Warm regards,

Abhishek Subhedar

Founder & Wealth Strategist

Be WealthSet Financial Services

A Boutique Wealth Management

Not just Well Set
Be Wealth Set

Dynamic markets demand clear principles over crowd-following tactics. We guide families and business leaders through complex financial landscapes with absolute clarity and conviction. Our boutique structure aligns our success entirely with the growth and preservation of your capital.

Quality First

"Our approach is built on meticulous execution and dedicated service, aligning every milestone with your long-term objectives."

Expert Care

"Driven by expertise and a disciplined approach, our team applies consistent precision and care to every client relationship, large or small."

Real Results

"Measurable outcomes that demonstrate our disciplined approach and create lasting value for our clients."

The Name

From Well Set. To WealthSet.

Most people we meet are Well Set, with a steady career, years of hard-won progress, real standing in their field. But being Well Set rarely means you've invested wisely. The two get mistaken for each other, and that's exactly where wealth quietly slips away.

Our endeavor is to close that gap: to help you move from merely Well Set to genuinely WealthSet, where the same discipline that built your career is applied to how that success is invested, protected, and passed on.

Being Well Set is a career achievement. Being WealthSet is a financial one. — The Idea Behind Our Name

What We Do

The expertise we bring to your wealth.

Headquartered in Pune, we serve individuals, families, and business owners across India and abroad with a disciplined, end-to-end approach to wealth.

Our Partnerships

Backed by 50+ of India's leading AMCs, PMS & AIF providers, and Insurers.

Being empanelled this widely isn't about having more to sell you — it's about having the breadth to genuinely recommend what's right for you, unconstrained by a narrow product shelf.

HDFC Mutual Fund ICICI Prudential Mutual Fund WhiteOak Capital Management Kotak Mutual Fund Helios Mutual Fund TATA Mutual Fund Motilal Oswal Alchemy Capital Management Bandhan Mutual Fund

Empanelled with 50+ Asset Management Companies, PMS & AIF providers, and leading insurance partners.

Our Commitment

The peace of mind that comes from precision and intent.

Be WealthSet operates as a boutique wealth management firm and investment management firm based in Kothrud, Mayur Colony, Pune. As your dedicated investment advisor, we differentiate ourselves from large financial institutions by delivering a truly personalized partnership, ensuring every client receives our full, undivided attention. Our commitment is rooted in providing continuous, unbiased guidance designed to not only manage your wealth but to grow and preserve it for generations to come.

We believe in cultivating long-term, sustainable growth by aligning our success with yours. Our independent advisory model allows us to provide financial solutions and product recommendations based on our proprietary house views and a rigorous assessment of your unique suitability.

Our Investment Approach

Strategic Selection. Strategic Elimination.

Wealth is not created by doing more. It is created by doing the right things — consistently, and without deviation.

You're bombarded with an unlimited number of investment options and funds. Most people respond by over-diversifying — and end up with very average returns.

Selection

We concentrate within the right themes — the ones with genuine, durable conviction behind them.

Elimination

We deliberately cut the noise — the funds and options that dilute a portfolio without adding to it.

What We Value

Four things we choose, every time.

Clarity over Complexity
Discipline over Reaction
Consistency over Intensity
Client Interest over Product Preference

Our Platform

A state-of-the-art application, built around your wealth.

The application tracks your investments in real time, giving you a clear, continuous view of your portfolio wherever you are. Review performance, access statements, and stay connected to your wealth with the same clarity and discipline that defines our advisory.

Real-Time Portfolio Tracking Self-Service Onboarding & KYC Online Transactions Financial Calculators Capital Gain Statements Transaction Statements
SIP Statements Reports on WhatsApp Biometric & Google Login Goal Planner Watchlist Investor Referrals
Download for iOS Download for Android
Quick-access menu screen
Investment journey chart screen
Live market update screen
Portfolio breakdown by category screen
Fund factsheet screen
Quick-Access Menu

Swipe to explore the app — real screens from the Be WealthSet platform.

Plan With Numbers, Not Guesses

Wealth Calculators

A full suite of tools, each answering both sides of the same question: what you'll have, and what it takes to get there. Pick one to try it live.

How We Work

A process built on four disciplines.

Every relationship follows the same rigor — not because it's convenient, but because discipline is the only thing that reliably compounds.

Discover

A genuine conversation, not a questionnaire — your goals, your obligations, and what a meaningful life actually looks like for your family. No templates, no assumptions.

Design

A strategy built around your real time horizon, tax situation, and risk tolerance — never a model portfolio pulled off a shelf. Every recommendation has to earn its place.

Implement

Executed with precision, coordinating directly with your custodians, tax advisors, and legal counsel — so nothing falls through the cracks between institutions.

Review

Reviewed quarterly, adjusted only when your life genuinely changes — never in reaction to short-term market noise. Discipline is what separates a plan from a reaction.

Review leads back to Discover — the process never truly ends.

The People

Experience makes us humble.

Our advisory team includes Chartered Accountants, MBAs in Finance, postgraduates in Economics, and legal experts, each bringing a different lens to your money. But credentials only tell part of the story. What matters more is time in the markets, and every member has it: a minimum of 15 years' experience each — and some on the team have over 45 — across cycles, corrections, and everything in between. That's the reason we don't panic when markets do.

BWS

Abhishek Subhedar

Founder

An MBA in Finance and a postgraduate degree in Economics, backed by more than 20 years of experience in wealth management.

BWS

Mrunmayee Pandit

Co-Founder

A postgraduate degree in Economics, backed by more than 15 years of experience in financial markets.

BWS

Mukund Pandit

Chief Consultant

A postgraduate degree in Commerce and an LLB, backed by more than 45 years of experience in banking and financial markets.

BWS

Ashish Subhedar

Chief Consultant

A Chartered Accountant (CA) with DISA, CISA, and CISM certifications, backed by more than 25 years of experience in audit and financial markets.

BWS

Anuya Deshmukh

Chief Consultant

A Chartered Accountant (CA) with more than 20 years of experience in finance and financial markets.

Questions

Common questions about our advisory.

Individuals, families, and business owners who want a disciplined, goal-based approach to their wealth — not just a list of products to choose from.

Primarily ongoing. Markets and circumstances change, and a plan that's never revisited stops being useful. Our relationships are built around continuous review, not a single conversation.

Every recommendation is weighed against your specific goals, risk profile, and time horizon — through the same Discover, Design, Implement, and Review process we follow with every client.

Quarterly at minimum, and immediately whenever a major life change — a new goal, a change in income, an inheritance — calls for it.

Yes. We stay involved through the claim itself, not just at the point of purchase — especially when it's a stressful health claim for your family.

No. Your investments remain in your own name and folios at all times. We advise and execute on your instructions — we never hold your funds directly.

Reach out through the contact form or book a consultation below. We'll start with a conversation about where you are today and what you're working toward, then move into onboarding through our platform.

We're headquartered in Kothrud, Mayur Colony, Pune, and work as the dedicated investment advisor and wealth management firm for clients across India and globally — nearly all of our relationships are conducted over calls and our platform, so your location is rarely a barrier to working with us.

Start a Conversation

Let's set your wealth in order.

The right decisions today shape the life you're building for tomorrow. Let's start that conversation.

backoffice@bewealthset.com Office-102, Mayur Colony, Above Balaji Medico, Kothrud, Pune 411038
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