Helping Families Build Wealth, Protect Dreams & Secure Their Future — Since 2002.
24+ years. 1,600+ families. One trusted name in financial planning across Nashik.
Bhaskar Vishnu Porje
Personally guiding families across Maharashtra for 24+ years.
Years of Experience
Families Served
Premium Managed
Risk Under Management
Member Team
Expertise to Secure Your Future
Institutional-grade financial planning tailored to your family's unique needs and goals.
Retirement Planning
Ensure your income never stops, even after your salary does. Comprehensive planning for your golden years, including pension planning.
Wealth Creation
Structured savings and mutual fund planning to build long-term wealth for your family.
Life Insurance
Protect your family's financial future against life's uncertainties with the right cover.
Health Insurance (Mediclaim)
Shield your family and savings from medical emergencies with the right mediclaim cover.
Children's Higher Education Planning
Secure funds for your child's higher education so their dreams are never compromised.
Kanyadan Yojana
A dedicated savings plan to fund your daughter's wedding, so the occasion is never a financial burden.
Estate Creation & Planning
Build and structure your assets so your family's wealth transfers smoothly to the next generation.
Tax Saving Planning
Make the most of available tax-saving opportunities while building long-term financial security.
Trusted by 1,600+ Families
Don't just take our word for it. Here is what families have to say about their experience partnering with us.
"Bhaskar and his team didn't just sell us a policy, they helped structure our entire family wealth plan. The level of professionalism is unmatched in Nashik."
Rajesh D.
Business Owner, Nashik
"As a doctor with little time to manage finances, their team's proactive approach to my retirement and estate planning has been a tremendous relief."
Dr. Anjali S.
Physician, Pune
"We've been clients since 2005. From my daughter's education planning to our health insurance, Balaji Corporate Wealth Management has been with us every step."
Suresh P.
Retired Gov. Officer
"What I value most is that they never push a product. Every recommendation came with a clear reason tied to our own goals — that's rare to find."
Meera K.
Schoolteacher, Nashik