We are a proprietary concern head by Mr.Jayesh Gandhi. He is a qualified Chartered Accountant, having a decade-long experience in Capital Market, and is currently also Director at Harshad H Gandhi Sec. Pvt. Ltd. He started as a trader in equities and graduated to becoming a good investor & now a complete Financial Planner.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
What We Can Do For You
Why Us?
The biggest question to be answered now is why not Direct MF investment??
While one can surely save on commission & brokerages paid if they chose to go to Direct investing; one should not forget that intention is to Grow Wealth.
For wealth to grow one must have patience, discipline and correct temperament. These distributors for a small fee will see to it that these traits remain intact in you throughout your goal achieving journey mainly in turbulent times.
We have seen in the past that clients rush to put money in Equity Mutual Fund when markets are at peak and sell generally when its at the bottom. In such turbulent period investors who can continue to control their temperament & have a well-organized investment approach, tend to achieve their GOAL.
Now Why Us in Particular
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Right Experience & Skills:
We have over 10+ years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
