Wealth Built Today
Legacy That Lives Tomorrow

Our mission is to maximize your wealth while minimizing the time you spend worrying about it — through clear guidance, trusted expertise, and lasting impact.

Gold & Specialized
Strategies Now Available

Master the stock market, mutual funds, insurance & more — now at unbeatable prices.

Flat 30% Off
On All Financial Courses

Master the stock market, mutual funds, insurance & more — now at unbeatable prices.

Chairman & Managing Director

Mr. Shankaraa Babaso Karpe

Shaping Futures with Smart Planning, Strategic Management, and Trusted Guidance.

ABOUT CHAIRMAN AND MD

Mr. Shankaraa Babaso Karpe leads Girisha Wealth Pvt Ltd with over two decades of expertise in wealth management, stock market analysis, and investment strategies. A SEBI-registered Research Analyst, he is highly skilled in both fundamental and technical analysis. Recognized as an NSE Certified Investment Analyst Champion and Market Professional (2014), Mr. Karpe brings a wealth of knowledge and credibility to the financial sector. His professional journey—from Dealer to Branch Manager and Financial Trainer—has equipped him with a well-rounded perspective on market dynamics, enabling him to guide clients with trust and precision.

Professional Designations & Credentials
  • SEBI Registered Research Analyst
  • NSE Awarded Best Investment Analyst Champion
  • COT-MDRT (USA) Member
  • National Award Winner – Highest
  • Mutual Fund Distributor
  • Syllabus Committee Member – Shivaji University & KBP University
  • 20+ Years of Experience in Trading and Financial Training certifications

Our Services

Services we provide

From market analysis to trade execution, our expert advisors help you navigate every step of your wealth trading journey.

01   Child Future Planning
Secure your child’s future with smart investment plans designed to cover education, higher studies, and life milestones—so you’re always financially prepared.
02   Financial Goal Planning
Achieve your dreams with a clear roadmap. We help you set, prioritize, and invest wisely to reach short-term and long-term financial goals with confidence.
03   Portfolio Management
Maximize returns while minimizing risks with our expert portfolio management services. We create and manage a balanced investment mix tailored to your goals and risk profile.

Our Products

“Smart financial products designed to secure your future and grow your wealth.”

Mutual Fund

Share Market

Insurance

Awards

Success That’s Recognized Globally

Award 1 Award 2 Award 3 Award 4 Award 5 Award 6 Award 7 Award 8 Award 9 Award 10 Award 1 Award 2 Award 3 Award 4 Award 5 Award 6 Award 7 Award 8 Award 9 Award 10

OUR EVENTS

Previous Wealth Events & Experiences

Asha Sevika Event
01
Asha Sevika - Financial planning
Location - Hotel Pride Executive Satara
College Students Event
02
College Students - Financial literacy
Location - DG Commerce College Satara
01

Join us for an insightful session on Financial Planning with Asha Sevika, where you'll learn how to secure your future and make smarter money decisions.

Gramsevak Event
03
Gramsevak - Financial planning
Location - Hotel GreenField Sadarbazar Satara
Woman's Day Event
04
Woman's Day - Financial planning & literacy
Location - Hotel Pride Executive Satara
02

An engaging session on Financial Literacy for college students, empowering them with essential money management and investment skills.

03

Join us for an exclusive session on Financial Planning, where our experts will guide you on managing wealth, setting life goals, and building a secure financial future.

04

Celebrate Woman's Day with Girisha Wealth Pvt. Ltd. - an empowering session on Financial Planning & Literacy to help women take charge of their financial future.

Calculators

tools & calculators

From market analysis to trade execution, our expert advisors help you navigate every step of your wealth trading journey.

Retirement Calculator
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Plan Your Retirement

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Required Investment Amount

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One Time

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Child Education

Plan for your child's future education expenses.

Marriage for Child

Plan for your child's future marriage expenses.

Your Other Goal

Plan for any financial goal you have in mind.

SIP Growth

Estimate the future value of your monthly investments.

Your SIP Estimate

Estimated Future Value

₹22,40,359
Total Amount Invested ₹12,00,000
Wealth Gained (Returns) ₹10,40,359
Growth Multiple 1.87 times
SIP Need Calculator Plugin

SIP Need

Calculate the monthly investment needed to reach your goal.

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SIP Delay Cost Calculator Plugin

SIP Delay Cost

See the financial impact of delaying your investment.

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Professional SWP Calculator

SWP CALCULATOR

Period End Value

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Total Amount Withdrawn

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Full Instalments Withdrawn

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Estimated Full Life of SWP

Assuming Investment is done now and SWP will start after the stated years.

Single Amount Calculator Plugin

Get the future value of a present investment or the present value of a future amount

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Irregular Cash Flow Calculator Plugin

Calculate the **Future** and **Present Values** of irregular cash flows.

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Cash Flow Series

Weighted Average Returns Calculator Plugin

For a portfolio of different asset classes, calculate the weighted average returns on the entire portfolio.

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Asset Class Investments

testimonials

What our clients say

Discover how we’ve helped clients achieve their financial dreams with confidence and clarity.

"Each and every buddy from Girisha Wealth Pvt. Ltd. is really dedicated, sincere, hard working and ready to solve every query at the most early time. They all are leaded by Hon. Shankarrao Karpe such a humble person. My words are not compatible to admire them. All staff from Girisha helps like close friends who gives us right advice. I wish them all the heartfelt good wishes to them. They will reach to new heights."

Mr. Bharat Arvind Kadam

ERP Manager Arvind Gavali College of Engineering Varye Satara
Bharat Arvind Kadam

Before meeting Girisha Wealth Pvt. Ltd. investments felt complicated and risky. Today, because of their guidance, I invest with confidence and peace of mind. My financial future feels secure and that’s priceless.

Mrs. Nayana Pimpodkar

Principle
Nayana Pimpodkar

Committed to make you wealthy, Girisha Wealth Pvt Ltd through their expertise really manages and invest financial assets with assured returns; which I have been experiencing over the last 5/6 odd years I am associated with! Besides taking care of your investment portfolio, 'Girisha' enlightens you on better financial management ensuring secured future with financial stability! My greetings to Girisha team for their continued service to people!

Dr Bharat Bhosale

Principal of mudhoji college deur
Bharat Bhosale

"I am Chandrakant Kali from Satara. I was an active investor of Girisha wealth pvt ltd. As per advice given by the company I invested in shares and MF last 10 years. Now my investment is nearly doubled. Services given by the company are efficient, trustworthy, co-operative and many more"

Mr. CHANDRAKANT KALI

RETIRED PROFESSOR KBP COLLAGE
CHANDRAKANT KALI

When I started investing, I had no clear direction. Girisha Wealth Pvt. Ltd. guided me step by step and encouraged me to stay disciplined about investment. After 9 years, my investment has done in huge amount but more importantly, I feel secure and confident about my financial future. Their trust, follow-up, and support make them truly different.

Ganesh Lokhande

IT Engineer
Ganesh Lokhande

My association with Girisha Wealth Pvt. Ltd. has been over a decade. I followed their advice and invested regularly in Mutual Funds and Shares. Over the 8 years, I received excellent support, timely updates, and a well-planned investment strategy. Today, my investment value has nearly High, and I feel financially confident Their team is supportive, ethical, and truly committed to client interest.

RAGHUNATH ANNA MANE

SENIOR CITIZEN
Sarah

I have been associated with Girisha Wealth Pvt. Ltd. for many years now. What stands out is their consistency and genuine focus on financial discipline. With their guidance, I planned my insurance, SIPs, and future financial milestones. Today, I have clarity and confidence about my retirement and future responsibilities. Their services are reliable, timely, and truly professional.

UTTAM RAMCHANDRA BHOSALE

SENIOR CITIZEN

Gallery

COT AWARD CELEBRATION
schools social work and seminar
Batch Training sessions
Anniversary Celebrations
rotary club and social work
rotary club and social work
rotary club and social work
rotary club and social work
rotary club and social work
rotary club and social work
Girisha wealth Pvt Ltd Work appreciation and Grand meet up
Girisha wealth Pvt Ltd Work appreciation and Grand meet up
GRAM SEVAK KOLHAPUR SEMNIAR
GRAM SEVAK KOLHAPUR SEMNIAR
GRAM SEVAK KOLHAPUR SEMNIAR
GRAM SEVAK KOLHAPUR SEMNIAR
GRAM SEVAK KOLHAPUR SEMNIAR
Senior Citizens Seminar
Maandeshi Foundation Seminar
Maandeshi Foundation Seminar
Maandeshi Foundation Seminar
Seminar at Hotel greenfield and Hotel Pride
Seminar at Hotel greenfield and Hotel Pride
Seminar at Hotel greenfield and Hotel Pride
DG college (Training sessions)
DG college (Training sessions)
DG college (Training sessions)
KBP College (Training Session)
Family Meet Program
Family Meet Program
Girisha 8th anniversary
Girisha 8th anniversary
Ganpati Festival
Diwali Celebration
Dasara Celebration
Festival Celebrations Dasara
Family Meet Program
YASHODA TECHNICAL CAMPUS (YSPM SATARA) Training session
Girisha wealth Pvt Ltd Work appreciation and Grand meet up
celebrations
Batch Training sessions
Anniversary Celebrations
Senior Citizens Seminar
Hotel greenfield satara seminar
ASHA SEVIKA SEMINAR
DG college (Training sessions)

FAQ'S

Frequently

asked questions

1. What services does Girisha Wealth Pvt Ltd provide?
We offer a wide range of financial services including child future planning, family financial goal planning, life goal planning, comprehensive financial planning, portfolio management, tax planning, retirement planning, and share market advisory services.
We provide personalized financial solutions based on your income, risk profile, and life goals. Our expert team ensures your wealth is managed smartly with transparency, trust, and discipline.
We first understand your current financial position, lifestyle needs, and future goals. Based on this, we design a customized plan with the right mix of savings, investments, and insurance options.
Yes, we offer both online and offline consultations for our clients. You can book an appointment through our website or contact us directly.
Yes, we only recommend and guide you towards investments with trusted, regulated, and reputed financial institutions, ensuring your money is secure. We are registered with all government platform.
Absolutely! Our tax planning strategies are designed to minimize your tax liability legally while aligning with your long-term wealth creation goals.
Yes, along with advisory services, we provide educational sessions to help beginners understand the stock market and make informed decisions.
Simply contact us via phone, email, or by booking an appointment on our website. Our team will guide you step by step to start your financial journey.
Yes, we conduct share market training sessions for beginners as well as experienced investors. Our training covers stock market basics, technical analysis, trading strategies, and risk management.
Anyone interested in learning about the stock market can join—whether you are a student, working professional, or a full-time trader. No prior experience is required.
Yes, we provide regular updates and reviews of your portfolio so you are always aware of how your investments are performing. Transparency and trust are our priorities.
Yes, we offer professional advice on selecting the right mutual funds based on your financial goals, risk capacity, and investment horizon.
We recommend equity funds, debt funds, hybrid funds, or tax-saving ELSS funds depending on your objectives—whether it’s wealth creation, safety, or tax benefits.
Yes, with SIPs (Systematic Investment Plans), you can start investing with as little as ₹100 per month and gradually build wealth over time.
Absolutely! We regularly review and rebalance your mutual fund portfolio to ensure it stays aligned with your changing financial needs and market conditions.
Life Insurance provides financial security to your family in case of unforeseen events. It ensures that your loved ones are protected and your financial goals are not disrupted.
We provide guidance on Term Plans, Savings Plans, ULIPs, and Child Plans through trusted partners like Tata AIA, depending on your protection and investment needs.
Coverage depends on your income, liabilities, family expenses, and future goals. Our experts help you calculate the right sum assured to adequately secure your family.
Yes, certain plans like ULIPs and Endowment policies not only provide life cover but also help in long-term wealth creation through disciplined savings and investments.

Yes, premiums paid towards Life Insurance are eligible for tax deductions under Section 80C, and maturity benefits may also qualify for tax exemptions under Section 10(10D)

Health Insurance protects you and your family from unexpected medical expenses, ensuring quality treatment without financial stress.

We provide guidance on individual, family floater, senior citizen, and critical illness policies through trusted partners like Tata AIG.

Yes, but most policies have a waiting period (usually 2–4 years) before pre-existing conditions are covered. We help you choose the right plan based on your health needs.
Cashless hospitalization allows you to get treatment at network hospitals without paying upfront—the insurer directly settles the bill with the hospital.
Many policies offer free annual or periodic health check-ups as part of wellness benefits. We ensure you select a plan that provides maximum value.
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