CFP® CertifiedAMFI Registered

Your Wealth. Planned with Purpose.

25+ years guiding families and businesses toward financial freedom. From goal-based investments to retirement planning — your financial future starts with a conversation.

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As Seen On

Years of Experience

TV Appearances

Families Guided

About

Trusted by Families Globally

I'm Poonam Rungta, a CERTIFIED FINANCIAL PLANNER® professional with over 25 years of experience helping individuals, families, and business owners build and protect their wealth.

My approach is simple — understand your life goals first, then create a financial roadmap to get you there. Whether it's planning for your child's education, building a retirement corpus, or optimizing your tax strategy, every recommendation I make is rooted in deep research and your best interest.

As a regular Personal Finance expert on leading business channels including Zee Business, CNBC Awaz, ETnow, Money9, and Bonus, I am committed to making financial literacy accessible to everyone.

CFP® — Certified Financial PlannerAMFI Registered DistributorIRDA Licensed Insurance Advisor25+ Years of Practice

“Financial planning isn't about products — it's about people. Every family has a unique story, and my job is to help write the financial chapter that makes the rest possible.”

Services

Comprehensive Financial Guidance

Holistic planning that covers every aspect of your financial life — from wealth creation to legacy protection.

Strategic Financial Planning

Comprehensive financial blueprints aligned with your life goals — from wealth creation to legacy planning.

Investment Management

Research-driven portfolio construction across mutual funds, equities, and fixed income tailored to your risk profile.

Insurance & Risk Protection

Objective analysis of life, health, and general insurance to ensure your family is fully protected.

Retirement & Lifestyle Planning

Build a corpus that lets you retire on your terms — with the lifestyle you deserve.

Testimonials

What Our Clients Say

Trusted by families and professionals across Mumbai for over two decades.

“Being part of the world of Corporate Finance, Personal Finance almost always takes a backseat... Poonamji has been that friend/advisor to me, who with her vast knowledge and experience as a CFP/Personal Finance Coach advised me to revisit my Personal Finances. With her meticulous planning, I have been able to do Systematic Investments, Insurances and Goal based Investments.”

Naren Lath

Corporate Finance Executive

“I wanted to take a moment to sincerely thank you for the outstanding work you have done on guiding our investment strategy. Your expertise, careful planning, and disciplined approach have played a significant role in keeping us on track with our financial goals.”

Deven Raorane

NRI Professional

“I am truly grateful for the exceptional service provided by Poonam Rungta. Her ability to stay consistently up to date and keep me informed has given me complete peace of mind. With perfect planning skills, she ensures that every detail is carefully considered and tailored to my needs. Managing finances can often feel overwhelming, but with her guidance, I feel confident and secure.”

Tushita Agarwal

Student

“When it comes to solutions for a smarter future, Poonam Rungta stands out as a leader you can trust. Her passion for helping others, guiding clients, and continuously learning about finance sets her apart in the industry. Poonam is not only dedicated but also highly knowledgeable—qualities that make her a great certified financial planner.”

Neetu Agarwal

Home Maker

“Ever since you became our financial planner our life has changed. You have taken care of all our future commitments in a professional and safe manner. We have not felt any crunch whatsoever. Thank you Poonam.”

Yatin Dani

Retired

“I am so grateful to have you as not just my financial planner, but as a trusted friend! Your meticulous approach to our finances has given me and my family immense peace of mind. Your expertise, kindness, and generosity with your time are truly valued. Here's to many more years of smart investments and laughter together.”

Hemangi Dani

Qualified Yoga Therapist