Personalised financial planning and wealth management for individuals, families, and businesses — guided by a Certified Financial Planner you can trust.
Purusha Finserve is an Ahmedabad-based financial planning and wealth management firm, founded on the belief that every individual deserves professional, unbiased financial guidance.
Led by Pooja Thaker, a Certified Financial Planner (CFP), we combine rigorous financial expertise with a deeply personal approach — crafting strategies uniquely tailored to your life goals, risk appetite, and timeline.
From building a financial plan from scratch to managing a complex portfolio, we offer end-to-end advisory to help you grow, protect, and transfer wealth with confidence.
A comprehensive roadmap for your financial life — budgeting, goal-setting, cash flow management, and retirement planning that evolves with you.
EnquireHolistic management across equities, debt, real estate, and alternatives — aligned with your risk profile and long-term objectives.
EnquireExpert guidance on mutual funds, SIPs, equities, and bonds — with ongoing monitoring to keep your portfolio on track.
EnquireDisciplined construction, diversification strategy, and regular rebalancing to maximise returns for your risk tolerance.
EnquireWe are not just advisors — we are your long-term financial partners, committed to your success at every stage of life.
Led by a CFP-certified professional with deep knowledge of markets, tax laws, and estate planning.
We act solely in your best interest. No product push, no hidden commissions — transparent, independent advice only.
No templates. Every plan is built from scratch around your unique circumstances, goals, and life stage.
Life changes, and so should your plan. We stay by your side through market shifts and evolving priorities.
A local firm with deep roots in Gujarat's financial community — approachable and accessible.
From your first review to estate planning — a complete one-stop partner for your financial life.
From first conversation to a fully active financial plan — clear and straightforward.
We understand your situation, goals, and risk appetite — no forms, just a genuine conversation.
A personalised roadmap mapping clear strategy for every goal — short, medium, and long term.
We execute — selecting the right instruments and timelines to put your money to work.
We monitor, review regularly, and adapt your plan as life and markets change.
Whether you're just starting out or looking to optimise an existing portfolio, we'd love to hear from you.