PG Financials

PG Financials was formed in 2017 and is a registered partnership firm with more than 100 happy families involved with us. We believe in relationship management. Individuals you deal with in PG Financials are ex-bankers having expertise in the areas of domain of Banking, Insurance, Legal and have worked with renowned banks and institutions.


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

Akhilesh Dubey

Mr. Akhilesh Dubey has passed his MBA from School of Management Sciences and has been associated with banks including Axis Bank and ICICI Bank. He has been a successful Wealth Manager managing a diversified mutual funds portfolio. He has handled clients worth more than Rs.500 crores of AUM. Mr. Akhilesh Dubey also has an expertise on co-operative society matters, WILL drafting and Legal solutions on family succession planning.

Gayatri Pandit

Gayatri Pandit has been associated with PG Financials since inception and has been one of the pillars of the partnership firm. She completed her BSC in Chemistry and further has been certified from AMFI & IRDAI.  Her family is  from legal background. She has been managing relationships and nurturing portfolios

Adv. Lakshmikant Patil

Adv.Laxmikant  Patil, BLS LLB and LLM from Mumbai university has been associated with various courts including Bombay high court ,Belapur courts and Alibaug court handling matters of Indian succession Act, Hindu Family act, co-operative housing society matters and civil matters. He has also expertise in registration of residential dwellings, commercial spaces &registration of co-operative housing societies

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