About Us

About Planet Wealth

PlanetWealth – “Your wealth,our priority” has been in the field of Financial Planning and Wealth Management and hence brings with it a rich and diverse experience and knowledge that suits our client’s requirements.

We provide expert advice, professional objectivity, and dedicated client service with  solutions tailored to your specific needs. We strongly believe that there is no substitute for personal advice.

A Decade of Experience sets us apart

We are a Single Source Solution provider and handle all types of investments. We assimilate all investments of our clients to bring about a unified, 360 degree view to their finances and apply customized strategies to ensure fulfilment of their financial goals, in a manner that is tax friendly and provides liquidity.

We Provide the Following Layers of Services: –

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The Person

It pains me when I see how people deal with money. I am pained when I see how poor people try to make both ends meet on a daily basis. It greatly pains me when I see middle class people working harder and harder, struggling ever more, while paying huge taxes and interest, even as their money is constantly eaten by inflation and finally ending up in bigger and bigger debt. I believe that each and everyone has the right to ;

– Fulfilling dreams
– Education
– Proper medical facilities
– Peaceful retirement
– Be rich and wealthy
– Leave our wealth for future generations and charity.

I ,Brijesh Parikh, Founder & CEO of PlanetWealth Financial Advisors, a Venture with Focus on Comprehensive Financial Planning, Convenience & Client First Approach.

I am an MBA from Sikkim Manipal University; NISM certified Level-1 and Level-2 Financial Advisor and SEBI registered Investment Advisor, Financial Planner & Coach.

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Vision Mission

Mission Statement

We are NISM certified, SEBI registered (RIA) personal financial advisor, planner and coach, helping individuals and families to live a financially worry free life by offering Tailor-made and customized financial planning, fully personalized, unbiased and need based financial advise.

Vision Statement

We want to be preferred Financial Planner & Coach by helping individuals and Families achieve financial freedom by offering Unbiased and personalized financial planning and advising by certified and SEBI registered Financial Advisor.

Why Us

Authentic Financial Planning

PlanetWealth Investment Advisors Provides Authentic Financial Planning. PlanetWealth Investment Advisors Uses Scientific Methods and custom built Technology to arrive at a plan that will make your financial goals a reality. Today, with Changing Taxation Rules and Availability Of Wide range of Investment Options Like Equity Shares, Bonds, PPF, Insurance, commodities, Forex, Overseas Investments, Planning Needs To Be Scientific, Specific and Meticulously Done.

Unbiased & Independent

We Do Not Represent Any Financial Institution and hence are in a unique position to totally focus on our customer and provide them with expert and Unbiased Professional Advice.

Everything You Need

PlanetWealth is truly a one-stop-shop for all your financial needs.

TESTIMONIALS

PlanetWealth Financial Advisors
Email: care@planetwealth.in
Phone: +919328190022
Url:
First Floor, Modh Mahodaya Bhavan, Opp Chandreshwer Mahadev Temple, Nr. Meghani Circle
Bhavnagar, Gujarat 364001