About Pioneer Wealth Solutions
Building trust, delivering excellence, and empowering financial futures since 2009.
Who We Are
Pioneer Wealth Solutions isn’t just another financial firm — we’re a passionate team on a mission to simplify finance and help dreams come true. Since our inception in 2009, we’ve guided thousands toward financial freedom.
From smart investments to insurance and tax strategies, we tailor each plan with precision — blending innovation, ethics, and empathy. Our goal is simple: ensure your money works harder for you while you focus on living your best life.
With over 15 years of excellence, we empower our clients to build wealth that lasts for generations.
Our Mission
To empower individuals and families to achieve financial security and prosperity through expert guidance, innovative solutions, and unwavering commitment to their success.
Our Vision
To be India’s most trusted and respected financial advisory firm, recognized for transforming lives through wealth creation, protection, and sustainable financial planning.
Our Core Values
The principles that guide everything we do.
Integrity
We uphold the highest standards of honesty and transparency in all our dealings.
Trust
Building lasting relationships based on reliability and consistent performance.
Excellence
Delivering superior service quality and exceeding client expectations.
Growth
Committed to continuous improvement and helping clients achieve their financial goals.
Meet Our Team
Experienced professionals dedicated to your financial success.
Rajesh Mehta
Founder & CEO
Anjali Desai
Head of Investments
Vikram Singh
Insurance Specialist
Sneha Reddy
Tax Consultant