About Us
We are among the first few CFP Certificants in India and the One and Only* CFP in the Kutch District in India.
Our aim is to provide individuals, families and business owners with Fee-only financial planning and advice tailored to fit their needs.
“Our mission is to build brighter futures for our clients. The first service we provide is the avenue to get them started. Because we have no minimum account size or income level requirement, we are a valuable resource for those who may be overwhelmed by the flood of financial information and options available today. Our strategy is to equip, educate and empower our clients to make confident informed financial decisions.”
One traditional drawback to many Fee-Only financial planning firms has been that often times these practices impose strict limits on prospective clients based on their net worth or the size of their investment portfolio. “While I still appreciate the opportunity of working with high-net worth individuals, I want to make my expertise available to people like myself that need high-quality objective investment advice but have traditionally slipped under the radar screen of most Fee-Only planners.” In order to remedy this situation, We provides services on an hourly, as-needed basis or per project depending on the client’s needs.
Our planning process reduces the client’s time in financial advisory meetings and concludes with a concise action plan for them to implement as they take charge of their financial future. The client has complete freedom in implementing their plan.
About Bhavesh Patel, CFP
Bhavesh Patel graduated from S G M English Medium College of Commerce and Management (SEMCOM) affiliated with Sardar Patel University with a degree in Bachelor in Commerce and concentration in Accountancy and Auditing. He got his international recognition in Financial Planning, The CFPCM Certification from the Financial Planning Standard Board India.
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