Guidance that brings clarity to your wealth decisions
Because wealth should feel intentional, not accidental.
Why I chose to become
a financial guide?
I've always believed that understanding money should be a life skill.
After completing my MBA in Finance and working in the corporate world, I saw how even the most accomplished professionals — people managing teams, building companies, or earning across borders were unsure if their investments were truly working for them.
They were saving diligently, yet often:
Buying mutual funds because "someone recommended them", holding insurance they couldn't explain, hoping time would turn scattered investments into a plan.
That's when I realized, wealth isn't just about earning or investing more. It's about clarity, structure, and stewardship.
I started Pinefortune to bring that clarity to people who want to make confident, well-informed decisions about their wealth. Today, my role is part educator, and part strategist
The best part of what I do?
Watching my clients finally relax because they understand exactly what's happening with their money.
Nisha Patodia
Founder
Values
I share with my clients:
Your investments should make sense to you.
If you can't explain why you own something, you probably shouldn't own it.
Integrity builds trust.
I'd rather suggest you against a product that isn't right than earn from one that doesn't fit your needs.
Your situation is unique.
What works for your neighbor might not work for you, and that's perfectly fine.
Wealth management is ongoing, not one-time.
The right recommendation today deserves attention tomorrow. Life changes, your strategy should evolve with it.
See what our
clients have to say:
“With my busy schedule, I needed someone who could simplify things. Nisha walked me through different investment choices and helped me understand what suits my needs. Her support has brought a lot of clarity and structure to my investments.”
Dr Mitesh Shah
Pediatrician, DCH
“As a small business owner, my income goes through highs and lows, so I wanted more consistency on the personal side. Nisha showed me structured ways to channel my surplus and safeguard my future. Her guidance has brought balance and clarity to how I handle money.”
Preeti Anand
Business Owner, Thousand Folds
“I always felt my monthly income just came and went without direction. Nisha helped me break that cycle, and bring discipline and consistency to my investment habits. Thanks to her, instead of just saving, I'm confidently investing and building better habits for the future.”
Parikshit Deshpande
Tech Lead, Globant
“Superannuated at 60yrs, I wanted directions from a finance expert how to manage my 40yrs savings for Stable returns keeping my principal amount untouched. Nisha explained all options in a simple practical way. Her guidance for the last 10yrs made me feel confident about my financial decisions.”
Ajit Ghorpade
Retired, HPCL Employee