Not too long ago, I was also in your place – confused & stressed about money.

Towards the end of my career, I began wondering if I had enough for myself and my family. This led me to deeply analyze and work on my finances, which gave me a fresh perspective on how one should approach their money, both in terms of earning and spending or investing, throughout different stages of one’s life.

Thankfully, I took the right decisions before the time was up, so I could enjoy retirement with little stress. Do you dream of that, too? But don’t know how to get out of the rat race and work towards peace of mind? At Wealth Polyclinic, that is exactly our mission! Reach out to us today!

~ Bhooshan, Founding Director
Chartered Wealth Manager, AAFM

Bhooshan S. Rege

CO-FOUNDER & DIRECTOR OF POLYWEALTH CLINIC,
YOUR FRIENDLY NEIGHBORHOOD FINANCIAL EXPERT,
FINANCIAL & BANKING TRAINER

+ CHARTERED WEALTH MANAGER, AAFM
+ AMFI-CERTIFIED MUTUAL FUND DISTRIBUTOR

With over 30+ years in banking, Bhooshan has worked with leading BFSI institutions such as NKGSB, Saraswat and Axis Bank. He holds an MBA in Finance from Jamnalal Bajaj University and has certifications in stock market trading, financial consulting and leadership.

Apart from personal finance strategy for our clients, Bhooshan also provides insights or contacts to help in resolving grievance/issues related to your bank, legalities or personal/ small business accounting.

He also conducts trainings for young banking professionals, new stock market trading enthusiasts and finance students.

He loves to speak at seminars & events – teaching is something that has always come naturally to him. So he’s open to training students and young professionals in areas like banking operations, sales, financial management and accounting.

Bhooshan is happily retired now and in his free time, he loves to travel or just go out for fun with his wife and two kids. He is also an avid reader, a masala chai addict and a passionate fan of theater art/plays.

Catch him sharing daily tips & tricks on LinkedIn @bhooshan-rege.

“Our Wins” Gallery

We’ve already helped dozens of people achieve peace of mind & financial freedom…

“Financial independence is the need of the hour.”

I feel a lot of people in their 40s & 50s don’t realize that they still have time to plan their retirement more peacefully if they start thinking about investments strategically.

I thought I was out of time, too, but Bhooshan Sir helped me channelize my income in suitable directions, taking the time to explain how and when I can benefit from the returns.

He has a good command over the topic and can guide you with clarity, which was the best part about consulting him for my situation.

Now I’m confident that over the last decade of my service in the industry, I can do enough to retire happily ever after since my plan is already in motion, this time with the right guidance.

~ FALGUNI TALEKAR, THANE

“I got a whole new perspective early on in my life & I’m so grateful.”

I always thought that retirement planning was something you do when you reach 40s. But Bhooshan explained the importance of starting early on your career when you have more earning power & also a good risk appetite.

If I hadn’t met him, I would’ve always been care-free about my spending, so he really put me on a better path and after 3 years, I can already see my wealth fund growing – but I’ll be patient until the right time.

Will recommend Polywealth Clinic to both old and young people because financial literacy has no age!

~ DHANANJAY SHINDE, BORIVALI

“I’m glad that I just consulted Bhooshan at the exact right time.”

I thought I was under immense pressure to build funds for my growing son’s education & other needs of the future.

But Bhooshan helped me take stock of all my earnings & channelized them into the right funds, which has brought me peace of mind & also a lot of motivation to work.

Bhooshan is friendly & professional, he takes the time to understand your needs. He knows what he’s saying & takes the time to explain everything end-to-end.

I’d recommend him to all my colleagues any time, any day!

~ LEENA UPADHYAY, THANE

“Bhooshan has a good mix of theoretical & current knowledge.”

I have known Bhooshan since our university days and decided to brainstorm my financial plan for the family with him last summer.

We both share a joint interest in stock markets, investing and portfolio building so I had a really fun time deciding my moves and timings with him.

I feel Bhooshan is not only strong on his core fundamentals but he is very good at keeping up with the latest trends in the markets, which helps him in suggesting strategies that are timely and relevant to every partner he works with.

I wish him all the best for his venture and am confident that his vast experience in banking and finance will be happily absorbed by the next generation to come.

~ MADHAV PRABHU, MUMBAI