WELCOME TO Taula Investment
We as Partner firm incorporated in the year 1991 and at present have 3000 satisfied clients. We will help clients to achieve their Financial goals with effective and innovative investment planning. We are certified Wealth Managers, Mutual Fund, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secured retirement.
Why Us
01
Vision
Our Vision is to provide you with the most ideal solutions in wealth building for your overall financial well-being.
02
Process
We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
03
Delivery
We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & needs in life.
Our Achievement
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Clients
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Crores of AUM
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Years of Experience
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Awards
Our Team
Mr.Arun G.Taula
Founder
Mr. Arun G. Taula is Certified Financial Planner and Founder Member of Taula Investment. He has over 32 years of rich experience in the financial services industry. A CFP by education, he is known for his deep understanding of people's economic behavior.
Mr. Arun G. Taula is Certified Financial Planner and Founder Member of Taula Investment. He has over 32 years of rich experience in the financial services industry. A CFP by education, he is known for his deep understanding of people's economic behavior.
Mrs.Jyothi A.Taula
Investment Distributor
Mrs.Jyothi A. Taula is an Investment Distributor, having an experience over 22 years in the financial services industry. She is responsible for investment and portfolio management.
Mrs.Jyothi A. Taula is an Investment Distributor, having an experience over 22 years in the financial services industry. She is responsible for investment and portfolio management.
Ram Jadhav
Relationship Manager
Ram Jadhav is the Relationship Manager, having an experience of over 18 years of in the financial services industry. He is responsible for after-sales services.
Ram Jadhav is the Relationship Manager, having an experience of over 18 years of in the financial services industry. He is responsible for after-sales services.
Ms. Hemangi Tolaye
Relationship Manager
Ms.Hemangi Tolaye is the Relationship Manager, having an experience of over 13 years in the financial services industry. She is responsible for after-sales services.
Ms.Hemangi Tolaye is the Relationship Manager, having an experience of over 13 years in the financial services industry. She is responsible for after-sales services.
Mr. Jayawant Tambe
Relationship Manager
Mr. Jayawant Tambe is serving Taula Investment for 15 yrs. as Service Executive.
Mr. Jayawant Tambe is serving Taula Investment for 15 yrs. as Service Executive.
Pranay Salvi
Office Assistant
Pranay Salvi as office assistant since 2001.
Pranay Salvi as office assistant since 2001.
