ACORNIA INVESTMENT SERVICES · PUNE
Turn Money Values Into
Lasting Value
25+ years of disciplined financial services for individuals, families, and institutions.
Years of Excellence
Families Served
Team Members
Solutions For Every Life Stage
Portfolio management, goal-based investing, and family-office style coordination.
HNI & Family Investments
Mutual fund, PMS, AIF and SIF distribution for HNI and UHNI families, with consolidated reporting of investments made through us.
Portfolio Management
Curated portfolios across mutual funds & PMS with disciplined rebalancing and risk controls.
Goal-Based Investing
Mutual fund investments for education, retirement, and other life goals with SIP/SWP execution.
NRI & Cross-Border
India-US compliant portfolios, remittances, and FEMA/DTAA alignment in partnership with CAs.
Risk & Estate Coordination
Buffers, emergency corpus, and estate basics with professional partners; no assurance products sold.
Institutional Desk
Solutions for trusts, companies, and societies with board-ready reporting.
Investment Vehicles
Choose The Right Vehicle
For Your Goals
Mutual Funds
First-time to experienced investors looking for simplicity and diversification.
As low as Rs 100-500 for SIPs (varies by scheme).
Open-ended; redemption T+2/T+3 typically; ELSS has a 3-year lock-in.
Market risk, interest rate risk (debt), and liquidity can vary by scheme.
PMS (Portfolio Management Services)
HNIs seeking bespoke management and greater control.
Rs 50 lakh per client (as per SEBI PMS Regulations).
Not as liquid as mutual funds; depends on the underlying and mandate.
Concentration risk; higher dispersion of outcomes versus diversified MFs.
AIF (Alternative Investment Funds)
Sophisticated investors with long horizons seeking non-traditional exposures.
Typically Rs 1 crore (angel funds may be lower).
Often close-ended; lock-ins and capital calls are common.
Illiquidity, capital call risk, complex strategies, and potential leverage.
SIF (Specialized Investment Fund)
Wealthier investors aiming for a higher-risk sleeve within an overall plan.
Rs 10 lakh minimum investment.
Varies by structure; may carry lock-ins or reduced liquidity.
Strategy risk; suitability assessment required.
A Clean, Repeatable Process
Discover
Goals, cash flows, constraints, and risk profile.
Design
Asset mix, product selection, tax & cost filters.
Deploy
Paperless onboarding via KYC, SIP/SWP setup.
Review
Quarterly check-ins, rebalancing, & action tracking.
Why Families Trust Acornia
25+ Years of Excellence
A track record built on trust, consistency, and client-first values.
Qualified Professionals
CFP, QPFP, CFA, MBA-qualified team with deep domain expertise.
Process-Driven Approach
Systematic reviews, disciplined rebalancing, and transparent reporting.
How We're Different
Not all financial guidance is the same. Here's how Acornia compares.
Groww, Zerodha
What Our Clients Say
Rated 4.9 ★ from 176 reviews on Google · Trusted by investors across Pune and beyond.
“First of all, I must thank my schoolfriend Vinayak Sanas, who introduced me to Prasad Sangam Sir. Over the past ten years, I have been investing with the Acornia team. Personalized, goal-oriented investing is Team Acornia's area of expertise. Financial planning based on short-term, mid-term, and long-term needs is guided by Prasad Sir himself. He makes it clear in his initial meeting that we will support you if you wish to invest for a longer duration for wealth creation. Acornia team will never mislead you or promote trading strategies. Team acornia specializes in research-based recommendations and proactive communication. A trustworthy long-term client relationship. They are specialize in raising financial awareness among the entire family. I have recommended Acornia's excellent financial services to many of my friends, and they are pleased to join team Acornia.”
YOGESH CHAUDHARI
8 months ago
“Hello, Very happy with Acornia Investment. They keep Client data Confidential and help with various Financial goals. Special thanks to Prasad sir and Prachi mam for looking into my Financial goals and planning accordingly. They also conduct review calls regularly. Thanks again. Regards Kaustubh Thorat.”
kaustubh Thorat
7 months ago
“I have been interacting with Acornia for more than 10 years for my financial investments. I have been extremely happy with their investment suggestions and guidelines. What I like the most is that I can also choose how much I need to re-shape my portfolio. Acornia then helps me to streamline funds and investments. Prasad Sangam have always been prompt and attentive to our needs and have suggested appropriate options. Additionally, all of his colleagues, Manisha, Sanskruti and others have been very professional, knowledgeable and approachable. Last but not the least, I am also very satisfied that Acornia's support for investment options not only residents but also non-resident citizens (India investments). I would highly recommend Acornia to be considered for your financial needs.”
Prasad Phatak
11 months ago
“We have been availing financial advisory services from Acornia Investment Services under the guidance of Mr. Prasad Sangam since 2008. Over the years we have experienced consistent professionalism, integrity and well researched financial advice. Mr. Sangam’s expertise and personalised approach have greatly helped us in achieving our financial goals. We truly appreciate the long standing association and highly recommend Acornia Investment Services for reliable and trustworthy financial guidance.”
Amit Kulkarni
11 months ago
“First of all, I must thank my schoolfriend Vinayak Sanas, who introduced me to Prasad Sangam Sir. Over the past ten years, I have been investing with the Acornia team. Personalized, goal-oriented investing is Team Acornia's area of expertise. Financial planning based on short-term, mid-term, and long-term needs is guided by Prasad Sir himself. He makes it clear in his initial meeting that we will support you if you wish to invest for a longer duration for wealth creation. Acornia team will never mislead you or promote trading strategies. Team acornia specializes in research-based recommendations and proactive communication. A trustworthy long-term client relationship. They are specialize in raising financial awareness among the entire family. I have recommended Acornia's excellent financial services to many of my friends, and they are pleased to join team Acornia.”
YOGESH CHAUDHARI
8 months ago
“Hello, Very happy with Acornia Investment. They keep Client data Confidential and help with various Financial goals. Special thanks to Prasad sir and Prachi mam for looking into my Financial goals and planning accordingly. They also conduct review calls regularly. Thanks again. Regards Kaustubh Thorat.”
kaustubh Thorat
7 months ago
“I have been interacting with Acornia for more than 10 years for my financial investments. I have been extremely happy with their investment suggestions and guidelines. What I like the most is that I can also choose how much I need to re-shape my portfolio. Acornia then helps me to streamline funds and investments. Prasad Sangam have always been prompt and attentive to our needs and have suggested appropriate options. Additionally, all of his colleagues, Manisha, Sanskruti and others have been very professional, knowledgeable and approachable. Last but not the least, I am also very satisfied that Acornia's support for investment options not only residents but also non-resident citizens (India investments). I would highly recommend Acornia to be considered for your financial needs.”
Prasad Phatak
11 months ago
“We have been availing financial advisory services from Acornia Investment Services under the guidance of Mr. Prasad Sangam since 2008. Over the years we have experienced consistent professionalism, integrity and well researched financial advice. Mr. Sangam’s expertise and personalised approach have greatly helped us in achieving our financial goals. We truly appreciate the long standing association and highly recommend Acornia Investment Services for reliable and trustworthy financial guidance.”
Amit Kulkarni
11 months ago
“Our association with Mr.Sangam is for past many years...His grasping of individual's requirement, patient hearing, indepth knowledge & adoption of latest technology in his office is remarkable... His methodology of guiding the clients through imparting appropriate knowledge to them is appreciable...This has helped us in our journey...Acornia Financials Team Members are forthcoming, well equipped, techno savvy & prompt in taking timely actions on behalf of their clients....We are extremely happy to be associated with Acornia Financials and wish them all the best for their future endeavors..”
swapna kshirsagar
7 months ago
“I started investing with Prasad Sangam Acornia about 10 years ago after being introduced to mutual funds by Mr. Sangam. His detailed guidance gave me confidence to move beyond traditional FDs. I started gradually, and the results have been excellent, with returns of around 14–15%. What I value most is their patient guidance whenever my conservative thinking makes me anxious. They always explain things clearly and patiently, without ever getting tired. I truly value their service, guidance, and trust.”
Surekha Phadke
a month ago
“I am associated with Acornia Investments since last 16 years for my Financial Goals planning and Investments. Their professionalism and experience in dealing with diverse financial needs of clients is at next level. Their attention to detail, customization based on each client recruitment is exemplary. Their staff is well-trained under the guidance of Prasad Sangam Ji and are able to guide and resolve any type of queries swiftly. Due to their robust Acornia Website, mobile App and Dashboards, I am able to track and review my entire Portfolio at one glance along with.my Financial Goals tracking. The Reports shared through emails on a monthly/quarterly basis also help in giving insights on how the portfolio has performed in terms of Net Gains/Losses etc. I would highly recommend Acornia Investments to those who are looking for robust and risk-free financial planning for life-time.”
Rohit Sonalkar
a month ago
“Excellent Service & Support – Thank You Acronia! I would like to sincerely appreciate the entire team at Acronia (Manisha mam & entire team) for their excellent service and professional support. Your prompt responses, clear communication, and customer-focused approach have made the entire mutual fund process smooth and hassle-free. I truly appreciate the way the team handles queries and provides timely assistance whenever required. The service quality and professionalism are really commendable. Thank you, Acronia, for your consistent support and excellent service. Keep up the great work! 🌟”
Sushil
a month ago
“Our association with Mr.Sangam is for past many years...His grasping of individual's requirement, patient hearing, indepth knowledge & adoption of latest technology in his office is remarkable... His methodology of guiding the clients through imparting appropriate knowledge to them is appreciable...This has helped us in our journey...Acornia Financials Team Members are forthcoming, well equipped, techno savvy & prompt in taking timely actions on behalf of their clients....We are extremely happy to be associated with Acornia Financials and wish them all the best for their future endeavors..”
swapna kshirsagar
7 months ago
“I started investing with Prasad Sangam Acornia about 10 years ago after being introduced to mutual funds by Mr. Sangam. His detailed guidance gave me confidence to move beyond traditional FDs. I started gradually, and the results have been excellent, with returns of around 14–15%. What I value most is their patient guidance whenever my conservative thinking makes me anxious. They always explain things clearly and patiently, without ever getting tired. I truly value their service, guidance, and trust.”
Surekha Phadke
a month ago
“I am associated with Acornia Investments since last 16 years for my Financial Goals planning and Investments. Their professionalism and experience in dealing with diverse financial needs of clients is at next level. Their attention to detail, customization based on each client recruitment is exemplary. Their staff is well-trained under the guidance of Prasad Sangam Ji and are able to guide and resolve any type of queries swiftly. Due to their robust Acornia Website, mobile App and Dashboards, I am able to track and review my entire Portfolio at one glance along with.my Financial Goals tracking. The Reports shared through emails on a monthly/quarterly basis also help in giving insights on how the portfolio has performed in terms of Net Gains/Losses etc. I would highly recommend Acornia Investments to those who are looking for robust and risk-free financial planning for life-time.”
Rohit Sonalkar
a month ago
“Excellent Service & Support – Thank You Acronia! I would like to sincerely appreciate the entire team at Acronia (Manisha mam & entire team) for their excellent service and professional support. Your prompt responses, clear communication, and customer-focused approach have made the entire mutual fund process smooth and hassle-free. I truly appreciate the way the team handles queries and provides timely assistance whenever required. The service quality and professionalism are really commendable. Thank you, Acronia, for your consistent support and excellent service. Keep up the great work! 🌟”
Sushil
a month ago
“Testimonial for Prasad Ji Sangam I would like to sincerely appreciate Prasad Ji Sangam for his excellent guidance and expertise in financial planning. His approach is not just about financial investments, but about understanding the client’s goals, planning wisely, and creating a secure and prosperous financial future. His valuable guidance and well-thought-out financial planning have made a significant difference in the lives of his clients. One of the best examples is a client who followed Prasad Ji’s guidance and is now financially strong, wealthy, and confident about the future. The client is extremely happy and satisfied with the results. Prasad Ji Sangam is truly a trusted financial guide who turns financial planning into financial prosperity. I highly recommend his expertise and guidance to anyone looking to build and secure their wealth. 🙏”
AVINASH TARAWADE
a month ago
“I had a positive experience with the team. The staff was professional, courteous, and always willing to assist whenever required. I particularly appreciate the valuable suggestions and guidance provided on prompt improvements, which helped enhance my understanding and overall experience. Additionally, the quarterly review meetings were very informative and provided useful insights for future investment planning and decision-making. These sessions helped me better understand market trends and investment opportunities. Overall, I am satisfied with the service and support provided and would recommend it to others.”
ketan birajdar
3 months ago
“Testimonial for Prasad Ji Sangam I would like to sincerely appreciate Prasad Ji Sangam for his excellent guidance and expertise in financial planning. His approach is not just about financial investments, but about understanding the client’s goals, planning wisely, and creating a secure and prosperous financial future. His valuable guidance and well-thought-out financial planning have made a significant difference in the lives of his clients. One of the best examples is a client who followed Prasad Ji’s guidance and is now financially strong, wealthy, and confident about the future. The client is extremely happy and satisfied with the results. Prasad Ji Sangam is truly a trusted financial guide who turns financial planning into financial prosperity. I highly recommend his expertise and guidance to anyone looking to build and secure their wealth. 🙏”
AVINASH TARAWADE
a month ago
“I had a positive experience with the team. The staff was professional, courteous, and always willing to assist whenever required. I particularly appreciate the valuable suggestions and guidance provided on prompt improvements, which helped enhance my understanding and overall experience. Additionally, the quarterly review meetings were very informative and provided useful insights for future investment planning and decision-making. These sessions helped me better understand market trends and investment opportunities. Overall, I am satisfied with the service and support provided and would recommend it to others.”
ketan birajdar
3 months ago
Your Investments, One Dashboard
Track your portfolio, monitor performance, and manage your wealth — all in one place.
Good morning, Rohit
Portfolio Overview
₹1.2 Cr
Total Portfolio
+18.4%
Returns (XIRR)
12
Active SIPs
Portfolio Growth
12 monthsNow on Mobile
Your Portfolio,
In Your Pocket
Track investments, view real-time performance, and connect with your relationship manager — all from one app.
My Portfolio
Total Value
₹1.24 Cr
12
Active SIPs
₹15K
Monthly SIP
Ready to Start Building Wealth?
Book a free consultation or reach out directly.