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PlanetWealth Financial Advisor

SEBI Registered Fees Only Investment Advisor

A Decade of Experience sets us apart

About Us

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.

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Blogs

Why Protecting Wealth is more Important than Growing Wealth?

majority investors often fails to take measures to protect their wealth. In this article we are discussing Why Protecting Wealth…

What kind of mutual funds can be invested in at the level of the stock market at the moment?

Explore the latest trends in mutual fund investments at Planet Wealth. Discover the best mutual funds to invest in at…

How do I choose an ETF for my portfolio?

Explore how to choose the right ETF for your portfolio with Planet Wealth. Understand passive investing and how ETFs mirror…

What Services I'm Providing

Investment Planning

Having investment does not mean that you are ready for retirement or for solving business crises and for college funding. Keep in mind that the absence of investment planning would in no way turn out to be good for your financial career.

Retirement Planning

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.

Wealth Management

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.

Insurance Planning

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unplanned events. we work with you to identify your risks and implement a cost-effective risk management program

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

NRI Services

There are certainly attractive avenues in India, where NRIs obtain the freedom of investing into diversified asset allocation and significantly build up their investment portfolio. India is emerging as being fastest growing investment destinations for NRIs.

Estate Planning

Estate Planning or as we like to call it “After Life Planning” has two basic characteristics viz;

How Wealth coaching is better than financial advising

I am going to show you How to do goal-based investing and how you can create wealth with efficient wealth management, tax planning, retirement income planning as your trusted online Financial Advisor and Wealth Coach.

What My Clients Says

It’s quite helpful. And wealth Coach is too good to understand your fincial as well as current mental condition of users. And he always in mode of help anyone in their best way

Jatin Lakhani

This is a place where you find most effective solutions of all your financial problems. They help us to realize your financial mistakes that you have passed through and develop a plan to overcome those mistakes and how to do disciplined investment to build a wealth that fulfill your family’s present and future financial requirements.

Satish Mehta

Brijeshbhai is very knowledgeable financial planner and kind person. His positive participation of our every financial decision which helpful our financial growth. He meets at Ahmedabad and Bhavnagar. My financial journey with him is very safe and growing rapidly.

Bharat Vyas