Malwade Wealth

Trusted Excellence in Financial Planning and Wealth Management Malwade Wealth, a well-established entity, specializes in a wide range of financial services, including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Insurance, Wealth Planning, Retirement Planning, and Goal Planning. The firm has built a reputation as one of the most trusted names in the industry, serving clients across the spectrum—from retail investors to High Net-Worth Individuals (HNIs), Ultra HNIs, and institutional investors. Mr. Rahul Malwade - Founder & Proprietor With over 40 years of extensive experience in Financial Planning, Mr. Malwade is a seasoned expert in managing wealth for a diverse clientele. His insights and dedication have shaped the firm into a trusted brand that prioritizes client goals and personalized financial solutions. His longstanding relationships with clients are a testament to his commitment and expertise. Ms. Devshree Malwade - Proprietor & Digital Transformation Leader A Qualified Financial Planning Professional, Ms. Devshree brings approximately 8 years of industry experience to the firm. She is instrumental in spearheading the digital transformation of the firm, ensuring that all assets are digitized for enhanced accessibility and efficiency. Her initiatives in digitalization have streamlined operations and provided clients with seamless access to their investments, reinforcing the firm’s commitment to modern, client-centric solutions. Why Choose us? Malwade Wealth combines traditional values with modern financial planning tools, making it a unique and reliable partner for investors. With a focus on personalized service, deep industry expertise, and forward-thinking digital solutions, we are dedicated to helping clients achieve financial security and growth. Our Mission: To provide trusted and innovative financial plan solutions, combining expertise & technology to empower clients in achieving their financial aspirations