Have you covered your liabilities sufficiently?   In case of unfortunate event, will your family be financially the same as it is today?   Do you have the best tax benefits available as per your gross income?   Are you getting the best returns on your invested money?   Have you ever discussed your investment planning with any professionals?   Is your post retirement life secure?   Will you be able to afford the educational cost of your child ten years from now?   What comes on your mind when you hear the words insurance? Death? Premiums? Tax Savings? Retirement? Child Education?   Can your insurance/ investments be suitable to your needs and risk profile?
About Us

Who We Are

At Golden Mean Finserv, we believe managing money should be simple and stress-free. We aim to make investing in mutual funds accessible and easy, helping you focus on achieving your financial goals.

How We Began

Golden Mean Finserv was founded by Tejas Kajarekar, a finance professional with over 18 years of experience. After working with top companies like ICICI Prudential and Aviva Life Insurance, Tejas decided to create a platform that makes investing and financial services accessible and easy for everyone. The platform facilitates investments in mutual fund investment plans in Pune, aligned with each investor’s goals and risk tolerance.

What We Do

We at Golden Mean Finserv believe in giving the best of financial services to our esteemed clients. We deal in all investments & Life & Health / General insurance avenues available in India. We have a range of financial services that will make your life easier, including:

  • Product Information: We provide simple, clear information on mutual fund schemes to help you understand your investment options.
  • Transaction Support: We assist with investing, switching, or redeeming your mutual funds quickly and securely.
  • Portfolio Updates: We keep you updated regularly on the status and performance of your mutual fund investments.
  • Customer Support: Our friendly team is always ready to help with any questions or concerns about your investments.

Our Philosophy

Our mission is simple: to empower self-directed investors with the tools and services they need to make confident financial decisions. We understand that each person has unique financial goals and risk tolerance, which is why we provide a variety of unbiased investment options, including:

  • Mutual Funds
  • Life Insurance
  • Mediclaim
  • Health Insurance Service in Pune
  • NBFC Credit-rated Fixed Deposits
  • Government Bonds (like RBI Floating Rate Saving Bonds, NHAI-REC-PFC-IRFC Capital Gains Bonds)
  • And other Financial Products.

We've earned the trust of over 1000 active clients by providing transparent, straightforward financial services that truly benefit them.

Our Add-on Services

In addition to our core offerings, we provide a one-stop solution for all your financial needs, including:

  • Help with existing Mutual Funds, Pension Policies, Insurance Policies, Fixed Deposits, and more.
  • Bank-related documentation work

If you're looking to simplify your financial life and make it work better for you, get in touch with us to learn more.

Contact Us

My Profile

Tejas Kajarekar

Tejas Kajarekar is the founder of Golden Mean Financial Services (formerly Wealth Guru Advisory Services). With an MBA in Finance and 18 years of experience in the financial services industry, Tejas has worked with top companies like ICICI Prudential and Aviva Life Insurance. His role involved managing teams, growing the business, and training associates.

In 2013, Tejas decided to start Golden Mean Financial Services, with the goal of offering easy and transparent access to mutual fund investments and insurance products. Over 1000 clients have trusted his firm to manage their financial needs, and he is skilled in distributing mutual funds, life & health insurance, and general insurance products available in India.

Certifications:

  • AMFI Certified
  • NIA Certified
  • IRDA Certified
  • Qualified Personal Finance Professional (QPFP)