Welcome To Routannce

Welcome to Routannce

We are Certified Financial Planner, AMFI Registered Mutual Fund Distributor & IRDAI Registered Insurance Advisor

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OUR VISION

To create, aware, educate, inspire & empower people, we help them to take control of their financial health & live a stress-free life

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Mutual Funds

Your dreams, come true with us!

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Life Insurance

Life is very unpredictable. We have plans for every situation.

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Health Insurance

Hospital expenses shouldn't be at the cost of your happiness.

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Tax Planning

Plan Early & Invest Wisely to Save Tax

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OUR MISSION

Our Mission is to Aware, Educate, Empower & Inspire people about Financial things to live their financial dreams at fullest.

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Welcome to Routannce, your trusted certified financial planning firm.

Routannce was found in 2019 by Jitendra Pol who is a Certified Financial Planner and Chartered Wealth Manager specialize in helping individuals and families achieve their financial goals through personalized and strategic wealth management solutions. His expertise spans across retirement planning, investment advisory, tax planning, and estate planning, ensuring a holistic approach to financial well-being.

He is dedicated to providing clear, practical advice that empowers his clients to make informed financial decisions. His commitment to continuous education and staying abreast of the latest market trends allows me to offer innovative and effective financial strategies.

Let's connect to discuss how we can work together to secure your financial future. learn more about my services and how I can help you achieve your financial goals.

Let's turn your financial aspirations into reality and ensure your wealth is in good hands!

Our Services & Products

Mutual Fund

Mutual Funds are investment vehicles which collect money from all the investors and invest in bonds, equities and/or money market instruments.

Education & Training

It is task that always comes on priority for parents. Parents often wonder if they can get some help to prepare their children

Estate Planning

We help people identify everything they have and then with the help of an advocate , help them draft a will for a dispute free transfer of wealth.

Life Insurance

Insurance planning is a critical component of a financial plan that includes evaluating risks and determining the proper insurance .

Health Insurance

Health Insurance covers potential expense of hospitalization due to illness or accident. that can protect you and your family from financial hardship.

Tax Planning

Create a legacy that provides supports the causes and charities you care about, and maintains your values across future generations

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

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