Happy to have you, with us.

Personal Finance Management is back bone of life management. Failure to manage personal finance is as good as to manage for failure in life. Sooner or later, everybody has to achieve ultimate goal in financial life, which is so beautifully defined by WARREN BUFFET – the Richest Investor of World .

 “If you do not find a way to make money while you sleep; you will work till you die.”
 If you have passion and dreams to reach this goal; we offer guidance to enrich your financial life.

Introducing our selves

My father VINUBHAI PATEL is actively involved in financial product distribution and guidance in financial management for last 25 Years. He is AMFI certified in Sep-2002, NISM certification for distribution of mutual funds with ARN Number 1341 and he has been a witness to all ups and downs of Indian economy over last 25 years.

With all curiosity and intensity; I have learnt and practiced basics and intricacies of personal finance for last 11 years.I became AMFI certified in Dec-2005 with ARN number – 38095.

Based at Bharuch with developing industrial hubs in Dahej, Jhaghadia and Ankleshwar. We presently manage investment folios of 500+ families; extending our services to more than 2000 individuals.

Our Services

We extend our services to Resident Indian individuals aspiring to be High Net worth Individuals and obviously HNI.

We offer full range of services in investment products such as Mutual Funds, Fixed Deposits, Tax Free Bonds, NCDs, Capital Gain Tax Bonds, Pension Plans from reputed private, public and Government organizations.

For other financial products such as Direct Equity, Life insurance, General Insurance, we can guide you to right, reasonable and rational experts .
We endeavor to be at your side, to develop and provide individualized solutions to your all financial goals at all stages of your life, from cradle to grave yard.

Our vision

• To improve quality and value of your life by managing your financial aspects prudently
• To enrich you with lots of personal finance wisdom by various resources
• To remain honest, competent and well updated in personal finance to create WIN –WIN situation for both of us.
• To provide best in class client support services at all stages of investment
• To build relationship that last generations.
• We strive to under promise and over deliver. We adopt conservative approach for progressive performance.

Our Values

• Our Clients financial success is our top priority.
• Integrity and honesty.
• We treat our investor with respect and provide them with numerous  opportunities to learn and grow.
• Continuous innovation to improve our process and service quality.