WHO WE ARE

Home / Who We Are

Hi, I'm Jigish, a Qualified Personal Finance Professional (QPFP),
and AMFI reg. Mutual Fund Distributor.

I help Senior Corporate Executives achieve Financial Freedom.

In my 22+ years, I've helped 100s of clients reach their financial goals.

Let me help you too:

• Invest wisely & grow your wealth with smart investments.
• Retire comfortably. Plan for retirement and live your best life.
• Cover unexpected expenses. Save for a rainy day and avoid financial stress.
• Get out of debt. Pay off debt and start saving money.
• Save on taxes. Reduce your tax burden with tax-deductible investments.
• Get peace of mind. Let me take care of the details, so you can relax.

I specialize in helping corporate executives with retirement funds, regular cash flow,

& post-retirement income stability.

I provide tailored solutions and address your unique challenges.

Financial planning isn't just numbers – it's about your goals & best life!

Connect on LinkedIn

Together, let's create a plan for you to invest smartly, build wealth, retire early & live free.

Don't let financial stress hold you back – let's leap towards financial freedom!
#financialplanning #retirementplanning #investment #wealthbuilding #financialfreedom #personalfinance

Our Goals are to

Our Goals are to

Service a limited number of clients very well

Provide superb, responsive services

Deliver well thought-out, reasoned and accurate advice on financial matters

Create and maintain a workplace that fosters intellectual and physical health