Plans · Progress · Prosperity
Financial Planning for a Brighter Tomorrow
Helping individuals & families achieve financial confidence.
Your Goals. Our Guidance.
- Pune-based
- Goal-first planning
- Transparent process
Chaos to clarity
Most people don't lack money. They lack a plan.
One structured plan. Everything in its place.
Random SIPs
Every SIP linked to a goalToo many policies
Cover sized to your familyNo emergency fund
Emergency fund set aside firstUnclear retirement number
A clear retirement numberChild education worries
Education costs planned year by yearNo regular review
A review every year
How we work
Four calm steps, then a plan you understand.
No jargon and no rush. Each step is explained before we take it.
- 01
Understand your goals
We listen first: your income, family, plans and worries.
- 02
Profile your risk
We find how much up and down you are truly comfortable with.
- 03
Build your plan
A written plan that links every rupee to a goal.
- 04
Review every year
We meet each year to check progress and adjust as life changes.
Services
Everything your money needs, in one plan.
Start with one service or bring us the whole picture. Either way, it all connects back to your goals.
Financial Planning
A complete plan for your income, spending, goals and protection. Clear steps, written down, reviewed with you.
Talk to us about this: Financial Planning- A written plan covering every goal
- Cash flow, protection and investments in one view
- A yearly review to keep it on track
Investment Planning & Advisory
Investments chosen for your goals and comfort with risk, not for what is trending.
Talk to us about this: Investment Planning & Advisory- Investments matched to each goal
- A mix that suits your comfort with risk
- A clear reason for every recommendation
Wealth Management
Ongoing care for a growing portfolio, with tax and family needs in view.
Talk to us about this: Wealth Management- Ongoing care for your whole portfolio
- Tax and family needs kept in view
- Regular check-ins as your wealth grows
Portfolio Management
Regular checks on what you hold, and rebalancing when your mix drifts.
Talk to us about this: Portfolio Management- A clear look at everything you hold
- Rebalancing when your mix drifts
- Fewer overlapping, forgotten investments
Retirement Planning
Work out your retirement number, then a steady path to reach it.
Talk to us about this: Retirement Planning- Your retirement number, worked out
- A steady monthly path to reach it
- A plan for income after you stop working
Child Education Planning
Plan for school, college and higher studies, adjusted for rising fees.
Talk to us about this: Child Education Planning- Today's fees grown for future inflation
- A separate fund for each child's goal
- Checkpoints as the date gets closer
Mutual Funds & SIP
Start or tidy up your SIPs, with each one linked to a clear goal.
Talk to us about this: Mutual Funds & SIP- Each SIP linked to a goal
- A tidy-up of old and overlapping SIPs
- Simple tracking of how they are doing
Insurance Planning
Life and health cover sized to your family's real needs.
Talk to us about this: Insurance Planning- How much life cover your family needs
- Health cover that fits your household
- A review of the policies you already have
Home Loan & Loan Planning
An EMI that fits, and prepayments planned without hurting other goals.
Talk to us about this: Home Loan & Loan Planning- An EMI that fits your monthly budget
- Prepayments planned around other goals
- Clarity before you sign anything
Long-Term Wealth Planning
Patient, disciplined investing for wealth that grows over decades and passes on smoothly to the next generation.
Talk to us about this: Long-Term Wealth Planning- Patient, disciplined investing for decades
- A plan to pass wealth on smoothly
- Steady reviews through market ups and downs
Start with one service or bring us the whole picture. Either way, it all connects back to your goals.
Services
Everything your money needs, in one plan.
Plan | Invest | Grow | Secure
Financial Planning
- A written plan covering every goal
- Cash flow, protection and investments in one view
- A yearly review to keep it on track
Investment Planning & Advisory
- Investments matched to each goal
- A mix that suits your comfort with risk
- A clear reason for every recommendation
Wealth Management
- Ongoing care for your whole portfolio
- Tax and family needs kept in view
- Regular check-ins as your wealth grows
Portfolio Management
- A clear look at everything you hold
- Rebalancing when your mix drifts
- Fewer overlapping, forgotten investments
Retirement Planning
- Your retirement number, worked out
- A steady monthly path to reach it
- A plan for income after you stop working
Child Education Planning
- Today's fees grown for future inflation
- A separate fund for each child's goal
- Checkpoints as the date gets closer
Mutual Funds & SIP
- Each SIP linked to a goal
- A tidy-up of old and overlapping SIPs
- Simple tracking of how they are doing
Insurance Planning
- How much life cover your family needs
- Health cover that fits your household
- A review of the policies you already have
Home Loan & Loan Planning
- An EMI that fits your monthly budget
- Prepayments planned around other goals
- Clarity before you sign anything
Long-Term Wealth Planning
- Patient, disciplined investing for decades
- A plan to pass wealth on smoothly
- Steady reviews through market ups and downs
Your life, stage by stage
Every stage of life asks a different money question.
A good plan answers today's question and quietly prepares for the next one.
Why Fleabane
A planner on your side of the table.
Founded in Pune in 2022, Fleabane Finance exists to make financial planning simpler, more structured and easier to understand.
Goals first
Goal-first, not product-first
We start with what you want your money to do. Products come last, and only if they fit.
4clear steps
Transparent process and costs
You see every step, and every cost, in writing before you decide anything.
12months between reviews, at most
Regular reviews
Your plan is reviewed every year, and sooner when life changes.
Pune based
Local team in Pune
Real people you can meet in person, who understand local life and costs.
Pune, Maharashtra · meet in person or on a video call
Pune · Since 2022
Meet the Director
“I started Fleabane because most people I met were saving hard, but without a plan. My job is to make your money simple: clear goals, clear numbers, clear next steps. No jargon and no pressure, just a plan you understand and can stick to.”
Chinmay Sahu
Director, Fleabane Finance Private Limited
Client stories
Real stories, shared with permission.
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FAQ
Plain answers to common questions.
Still unsure about something? Ask us directly. There are no silly questions about your own money.
Salaried professionals, business owners and families who want a clear plan for their money. Whether you are just starting out or close to retirement.
No. Many people begin with a small monthly SIP. Having a plan, and sticking to it, matters far more than the starting amount.
A relaxed conversation, in person in Pune or over a video call. We ask about your goals, income and current investments, and answer your questions. There is no obligation to go ahead.
The first consultation is free. Fees for ongoing planning depend on the work involved, and are shared with you in writing before you begin. [to confirm with Fleabane]
Advice comes first: your plan is built before any product is discussed. How we are paid for any product is always shared openly. [to confirm with Fleabane]
At least once a year, and whenever something big changes, such as a new job, a child, or buying a home.
Yes. We work out how much life and health cover your family needs, and review the policies you already have. [to confirm with Fleabane]
Your details are used only to prepare and review your plan. We do not sell your data or share it for marketing. [to confirm with Fleabane]
Your Goals. Our Guidance.
Still have questions? Talk to us