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About Us
Our firm is the online as well as the offline investment platform, were you can find all the investment option including Life Insurance, General Insurance, Mutual Fund, Fix Deposit and more. We have wide experience of 12 years for the same field and having pleasure of the serving more than 5000 satisfied clients with our up to the mark services.
OUR CLIENTS ARE OUR FIRST PRIORITY, and for that we are having the excellent backend team support to provide every kind of possible help in your financial journey. We truly understand that EVERYONE IS UNIQUE and so are their needs ,and that’s why we provide you the plan which is aligned with your future and your respective need perfectly or what we call at MEHUL RATHOD as the, NEED BASE FINANCIAL PLANNING.
We are also a proud member of COT-MDRT INTERNATIONAL CLUB USA and GALAXY CLUB. And as we promise to give best to our clients, we keep upgrading our selves on regular basis with the use of latest technologies and workshops.
We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalised financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected.
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
RETIREMENT-PLAN
It is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time & travelling.
Client's Reviews
Get In Touch
Contact No.
+91-9909929735
Address
414, SAHITYA ARCADE, NEAR SHALBY HOSPITAL, HARIDARSHAN TO 108 ROAD, NARODA,AHMEDABAD-382330. GUJARAT.
mehulrathod2712@gmail.com
Take Control of Your Financial Future Today
Start building wealth with confidence through expert financial planning, smart investments, and personalized advisory services aligned to your life goals.