bg_img_blok_fjp3

About Us

Founded in 2017, PG Financials provides expert wealth management, legal and succession planning services by a team of ex-bankers and certified advisors.


Our expert team has more than 20 years’ experience in wealth management and expertise in Legal advice on the matters related to family wealth, family succession & transmission of wealth. Our multi domain skills, analytical views, predisposition to being a problem-solver, have necessarily helped us to accomplish results for our clients.


Our study of investor psychology and creating a nurturing decision-making ecosystem to live within, are the foundational seeds of growth as a Financial advisor and a Legal consultant. Since both the aspects go with each other, you are at the best hands while making your wealth grow We have certificated financial expertise, to guide you through mutual funds portfolio, real estate portfolio and other structured financial instruments.



Our Team

Adv. Swanand Jagdish Pandit

B.Com | B.L.S | LL.B | LL.M | CFP

Adv. Swanand Jagdish Pandit is a seasoned finance and legal professional with over 25 years of experience spanning banking, wealth management, investment advisory, insurance, litigation, and compliance. He brings strong expertise in relationship management, asset acquisition, portfolio growth, and the legal intricacies of real estate transactions. He is adept at drafting, pleading, and managing regulatory processes related to mutual funds, alternative investment products, and real estate matters. Core Competencies: Real Estate, Insurance, Legal & Financial Frauds and Litigations – Drafting contracts, compliance management, and dispute resolution.

Mr. Akhilesh Dubey

MBA – School of Management Sciences

Mr. Akhilesh Dubey is an accomplished wealth management professional with extensive experience in the banking and financial sector. He has been associated with leading institutions such as Axis Bank and ICICI Bank, where he excelled as a Wealth Manager, overseeing diversified mutual fund portfolios.


Over the years, he has successfully managed clients with assets exceeding Rs.500 crores (AUM). His expertise extends to co-operative society matters, Wills and Codicils, and providing legal solutions for family succession planning, making him a trusted advisor in both financial and legal domains.


Core Competencies :


Strategic Wealth Management and Portfolio Optimization, Retirement Planning and Long-Term Corpus Structuring, Alternative Investment products, and Holistic Financial Advisory and Asset Allocation Strategies.