Er. Yogesh Nerkar ,Financial Planner
Annapurna Investment & Financial Services Founded in 1998 by Mr. Prabhakar Nerkar and Mrs. Vandana Nerkar, Annapurna Investment & Financial Services began with a clear mission—to bring financial awareness to individuals from all walks of life and protect them from making irrational financial decisions. With dedication, ethics, and a client-first mindset, they laid the foundation of trust that still defines our organization today.
In 2015, their son Er. Yogesh Nerkar, a Mechanical Engineering graduate and a passionate Financial Planner, joined the family legacy to scale the business to new heights. With a strategic vision, modern approach, and technological edge, Yogesh expanded Annapurna’s reach not only across India but also into international markets —turning the dream of global financial empowerment into a reality.
Today, Annapurna is recognized as a trusted financial partner across the world, known for its personalized service, strategic planning, and relationship-driven approach.
Who We Are -
We are not just financial advisors. We are your life-long partners in the journey toward financial freedom. With decades of experience, deep-rooted values, and next-generation thinking, we craft customized financial plans aligned with your goals—whether you’re planning for your child’s education, retirement, wealth creation, or international investments.
Our Core Values-
- Trust – Relationships built on honesty and reliability
- Transparency – Open communication with no hidden agendas
- Integrity – Always doing what’s right for our clients
Our Mission-
To improve and transform our clients' financial lives through thoughtful, personalized, and meaningful financial planning and guidance.
Our Vision-
To become the most trusted global partner in every client’s journey toward complete financial independence and security.
Our Journey & Experience-
We understand the challenges of today's financial landscape. Our expert team has the knowledge, insight, and empathy to:
- Recognize your unique needs and aspirations
- Navigate you through uncertain financial waters
- Deliver consistent, result-driven strategies that empower your future
With 25+ years of experience and a loyal client base, most of whom come through referrals, we believe in serving with care, commitment, and clarity.
Our Commitment to You
At Annapurna, you’re not just another client—you’re family.
We roll up our sleeves and walk with you through every step of your financial journey, managing your portfolio with as much care as we manage our own.
Your success is our mission. That’s why we dedicate every resource, every effort, and every moment to keep your financial life on the right track—now and for generations to come.
Our Tagline -
Create Your Wealth… Transform Your Life…