Wealth Coach Helping Working Executives and Investors Achieve Financial Freedom and Create Wealth.
I can Help You, If you ;
- Have assets and want to put to work·
- Have income and want to put that to work·
- Truly Understand Power of Preparing for Future
To Explore How we can work together to create a wealth plan for yourself, Book Consultation Here and get Free eBook - Top Personal Finance Mistakes of working Professionals.
If you wish to Improve personal Financial Literacy, read my blogs at www.planetwealth.in/blog , or youtube channel by clicking here, Subscribe to my Podcast here.
If You are Interested in DIY Financial Planning, My online coaching Programme would help you improve your DIY skills. Pls, Check my online coaching Programme Details by Clicking Here.
Get expert, unbiased guidance on your personal finances in a free strategy session with a Brijesh Parikh, SEBI-Registered Investment Advisor. This no-obligation call is designed to help you gain clarity on your financial goals, uncover hidden money leaks to build long-term wealth and peace of mind. No product sales. Just professional conversation tailored to your life.
This Powerful Exercise will help you to identify gaps, if any, in your present Personal Finance, which in turn helps you to fill those gaps so that you can achieve your Financial Well Being.
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Mr. Brijesh Parikh is a qualified financial
advisor.
I met him somewhere around March 2015 to
discuss and take his advice on the right investment options. He has taken
me through systematic financial assessment considering my short term
and long term financial goals, meeting my current and future
liabilities, and my desire to achieve financial freedom.
He has helped me to discover the wrong
decisions I made in my investments and provided me details
with an analysis of return on investment on various investment options. He
has also prepared a mutually agreed financial plan with the best
possible investment options considering my financial risk profile.
I was convinced by his presentation with analytical
details of various investment options and how to achieve financial goals by
following a disciplined investment approach. Within the span of one year
I experienced a very good return on my investments compare to my previous
investments.
He has not only suggested to me the competitive investment options but
also recommended the best life and mediclaim insurance plans to cover the risk
of health and life adequately. Experiencing personal satisfaction of his
services, I also conducted his workshop on “Financial Well Being” for
senior employees in my company. I strongly recommend him for his
advisory in financial well being. Wishing him all the best in his
professional journey to help others in achieving financial well-being.
Satish Mehta
Chief Human Resources Officer - Inarco Ltd
Very helpful to
streamline goal-based personal finance.. Perfectly professional... Fully
satisfied by the services...
Mangal Bhatt
Principal, Shantilal Shah Engineering College
ONCE I BOOK AN APPOINTMENT WHAT WILL BE THE NEXT STEPS?
WHAT WILL BE CALL AGENDA?
WHAT IF FOR SOME URGENT CIRCUMSTANCES, I CAN NOT ATTEND BOOKED CALL?
WHAT IF I BOOK A CALL AND DECIDE NOT TO WORK PROFESSIONALLY WITH YOU ?
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