Expert Financial Guidance for Your Wealth

Mutual Funds • Fixed Deposits • Insurance • Wealth Management

About Eagle Eye Wealth Services

Your Financial Partner in Pune

Eagle Eye Wealth Services is a trusted financial advisory firm dedicated to helping Indian investors build and manage their wealth. With expertise in mutual fund distribution, fixed deposits, insurance, and comprehensive wealth management, we empower our clients to achieve their financial goals.

Founded on principles of transparency, integrity, and expert guidance, we serve clients across Pune and beyond, providing personalized investment solutions tailored to individual needs.

500+

Happy Clients

₹100Cr+

Assets Under Advisory

15+

Years Experience

Our Services

💰

Mutual Fund Distribution

Expert selection and distribution of top-performing mutual funds across equity, debt, and hybrid categories for optimal portfolio construction.

🏦

Fixed Deposits

Secure fixed deposit options with competitive interest rates and expert guidance on laddering strategies for stable returns.

🛡️

Insurance Planning

Comprehensive life and health insurance solutions designed to protect your family's financial future and secure your wealth.

📊

Wealth Management

Holistic wealth management strategies including portfolio planning, tax optimization, and financial goal achievement.

📈

Investment Consulting

Personalized investment consulting based on your risk profile, goals, and time horizon for optimal wealth creation.

🎯

Retirement Planning

Strategic retirement planning to ensure financial independence and a comfortable post-retirement lifestyle.

Our Investment Process

1

Understanding Your Goals

We begin by understanding your financial objectives, time horizon, risk tolerance, and current financial situation through detailed consultation.

2

Analysis & Recommendation

Our experts analyze market conditions and recommend suitable investment products aligned with your goals and risk profile.

3

Implementation

We implement your investment strategy with complete transparency and ensure smooth onboarding with all necessary documentation.

4

Monitoring & Rebalancing

Continuous monitoring of your portfolio with regular reviews and rebalancing to ensure you stay on track to achieve your goals.

Latest Financial Insights

SIP Guide

SIP vs Lumpsum: Which is Better for You?

By Eagle Eye Team | Nov 30, 2025

Compare SIP and lumpsum investments with real examples for Nifty 50 returns over 10 years.

Read More →
Mutual Funds

Top 5 Equity Mutual Funds for 2025

By Eagle Eye Team | Nov 28, 2025

High-performing funds with 15-20% CAGR, low expense ratios, and Pune investor focus.

Read More →
Tax Savings

ELSS Funds: Save Tax & Build Wealth

By Eagle Eye Team | Nov 25, 2025

Section 80C benefits with equity growth—calculate your tax savings instantly.

Read More →
View All Articles

Get in Touch

Send us a Message

Contact Information

📍 Address

Pune, Maharashtra, India

📞 Phone

+91-XX-XXXX-XXXX

⏰ Hours

Monday - Saturday: 10:00 AM - 6:00 PM
Sunday: Closed