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"Dedicated To Bringing the Power of Planning"
We have been providing Professional Financial Planning, Investment Advisory, and Wealth Management services to individuals, families and corporates since 2016.
We are based in Gujarat and our clients are all over India and many NRIs from around the world.
Our aim is to help you realize your financial goals by understanding your unique needs, identifying and educating you on all the options available so you can make fully informed decisions.
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Years of Experiences
Choosing a financial partner is a significant decision. We stand out through our dedication to your financial well-being, our unwavering commitment to ethical practices, and our track record of helping clients navigate complex financial landscapes successfully.
Brijesh Patel has been an eye-opener for us in terms of managing our finances. He showed us the real picture of where we are positioned currently in terms of managing our finances and what we need to do to secure our current and future financials.
Dear Brijesh Patel, Your keeping an eye on our finances gives us so much peace of mind, and it’s a treat working with you.
Thanks so much for your assistance Brijesh Patel. We really appreciate your help. If we can pass anyone on to you we will definitely send them on with high recommendations.
I appreciate his knowledge and great personality. I would highly recommend Brijesh Patel.
The customer service I received was top-notch. I felt they heard and understood my concerns. The speed with which they solved my issue was amazing.
Extremely informative and helpful and able to work around my schedule. Thanks again.
Brijesh Patel is a very relatable and trustworthy person and does put your interest first. He doesn’t push but does put things into perspective. I feel like I am at least on the road now to retirement and safety of our hard-earned money, thanks.
Many thanks again for your invaluable advice and assistance.
Thank you very much for all your help and Amazing guidance. I am very happy and feel secure about my future.
Thanks, Brijesh Patel very good service. Thank you very much for immediately responding and quickly resolving my problems.Good job! I am always satisfied.
We are very happy with the service we have received. We would recommend you to anyone else who wanted to change IFA or to start out down the pension/finance provision path and needed advice.
Thank you for providing professional, responsive, and value-added service that has exceeded our original expectations.
I would like to thank you "Brijesh Patel" for the wonderful and excellent service provided for selecting Term Plan.
I would like to thank you from the bottom of my soul for your valued guidance from the first day I registered my first SIP.
The suggestions and advice given by you are good and you have been very cooperative during the interactions we had on call.
Your are awesome! Being a wealth management firm, we really appreciate your fantastic support to secure our family wealth.
I am very happy with your service. The way you communicated was excellent. Thanks for suggesting a good product for investment.
Many thanks as always for your very clear and helpful advice. I entirely accept your logic and am very happy to follow your recommendation.
I appreciate your service and dedication towards the customer’s support.
Brijesh Patel has superb product knowledge and is considerate of my time and professionally manages to provide clarifications to all my investment plans. Thanks for the advice.
मैं Brijesh Patel को लगभग 2 वर्षों से जानता हूं और वह सबसे अच्छे वित्तीय योजनाकारों में से एक है जिनसे मैं मिला हूं। न केवल उनके पास अपने क्षेत्र में गहन ज्ञान और विशेषज्ञता है, बल्कि वह अत्यंत उच्च सत्यनिष्ठा के साथ सबसे नैतिक और प्रक्रिया उन्मुख पेशेवरों में से एक हैं।
Many thanks as always for your very clear and helpful advice. I entirely accept your logic and am very happy to follow your recommendation.
Many thanks, Brijesh Patel for your invaluable advice and assistance.
