Building Wealth Doesn’t Have to be to tough and stressful

You are on this page and reading because you desire to create wealth.

You are stuck up How to save enough to Invest? Or Where to invest? Why Insurance is required and what type and how much insurance? You are worried about losing capital while investing. How to manage wealth in the ever-increasing inflation and reducing Interest rates?

You wanted to know ;

  1. How to create wealth that last for generation?
  2. How to Manage Wealth?
  3. How to Protect Wealth?
  4. How to transfer wealth to next generation?

Apart from above technical stuff, you are also required to work on right mindset to create wealth.  

Well this is very common and there is nothing wrong with you if you are struggling with with all these queries. Every common man and Investor family has been where you are now.

Now It is not tough to find the right help and support – especially when you need it the most – from someone who’s been there, done that.

I’ve been there and I know exactly how it feels. When I started my Wealth creation journey more than a two decade ago, I had the same questions. And I didn’t have any of the answers. I had to find the answers along the way. 

But you don’t have to. You don’t have to go searching for the answers. You can focus on starting the wealth Creation Journey instead.

How? I’ll get to that in just a minute.

Before that, let me answer something more important.

Who am I, and why should you listen to me?

I am Brijesh Parikh, an edupreneur now turned into wealth coach.  Founder of PlanetWealth Financial Advisor, a advisory firm helping families to create wealth, achieve financial freedom and leave a financially worry free life. I am qualified Chartered Wealth Manager and SEBI Registered Investment Advisor. Father of Two Children and Husband to lovely wife. I am on a mission to help 1,00,000 families to leave a financially worry free life and achieve financial freedom.

I am no different from you.

I am also an investor like you. I started my Wealth creation journey two decades ago.  During 2002, I had procured study material of PG Diploma in Financial Advising, a course launched by Indian Institute of Banking and Finance ( IIBF) in collaboration with Australian  Securities Institute to improve knowledge about personal finance. During Studying the material, I realised my keen interest into personal finance planning and advising, but time was not ripe for such initiative. It was time when agents earning hefty commissions ( also passing the same back to investor under the table) and I didn’t wanted to practice the same. But In 2013 SEBI came up with SEBI Investment Advisor Regulations 2013 and opened doors for Fees Based Advising Practice and I jumped into the same as I wanted to practice Fiduciary ( Conflict Free, Putting Client Interest Ahead of Self) advising and wealth coaching practice.

I had to learn everything on my own.

What if I could create a program that can help anyone who wants to start a Wealth Creation Journey ? 

A program that can 

  1. Walk you through the entire journey in a simple yet effective way,
  2. Be there to answer your questions,
  3. Be as a guide when you are at a crossroad, and 
  4. Be your secret Coach.

A program that captures everything I learned in my more than two decade-long wealth creation  journey and takes my learning to thousands of Investors  around the country.

A program that is short, practical, and useful, and can be your quick reference guide or blueprint, or plan of action.

Wouldn’t that be great? 

I thought it would.

Because there was no such program, I decided to create one. And I’ve spent the last six months building it from scratch.

I gathered all the best know-how, support, and resources I had and put them together into a single package to make your success inevitable.

So here I are Presenting  – the complete Wealth Creation program you need to start your Wealth Creation and make it successful.

This training program has pre-recorded sessions covering all the topics that you need to begin your wealth creation journey. Each session focuses on a single aspect of building and growing your Wealth. 

Here’s what you can expect:

Session-1 All About Wealth Creation : In this session you will learn Principles of wealth creation using Pyramid of Financial Planning

Session-2  Success Stories :  Learn from 3 success stories

Session-3  Study Current Investment Scenario and a peep into future scenario to help create wealth creation plan future proof

Session-4  Goals Settings : Set your Family Financial Mission , Goals and Objectives

Session-5 What Skills and Traits are Needed to be Successful :

Session-6  Understand, Appreciate and Use of Compounding to create wealth

Session-7 Design a System to Create Wealth

Session-8 What’s Stopping you from Creating Wealth ?

Session-9 Journey to Achieve your Wealth Success

Session-10  How to use Principle of Accountability for Wealth Success

Session-11  Action Bias- Putting System to Work – Planning Vs. Actions, Internal Fears/lies that Stops you from Taking Actions and how to overcome the same

Session-12 Result Tracking – Monitoring your Wealth System

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What Participants Said About ‘Wealth Success Blueprint’

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