We have a specialist team of members across gujarat, comprising Chartered Accountants, MBAs, Certified Financial Planners and Lawyers.
We have built a state-of-the-art technology and operations infrastructure so that we can serve you better. You can use our services both online and offline. We at Thefinancialplanners believe that understanding a client need is the first step to financial freedom. In this quest we hope to educate and provide research to our partners so that they can service there and our client jointly providing them with apt and up to date market information.
Our Mission
"We help for insurance and investment need to crate wealth & financial indipendence"
In this word of multiple choices and selection a product best tailored made for you is our end ever. To provide you understanding of your finances so that a goal based financial planning can be done.
Understanding your current finances Accessing your future financial goals Advice Buy products Manage finances
Education Service
Provide financial literacy amongst People Research support to fellow financial product distributors Help people take informed discussion
Our Vision
We see our- self as facilitators and providers of financial literacy and a one stop shop where people find financial freedom, with the confidence that there is a team of Planners which will ensure providence of solution best suited to his need. Tailoring the product to the need and not the need to the Product.
We will follow the highest standard of service set by Financial Planning Standard board India for their CFPCM certificates
1. Integrity
2. Objectivity
3. Confidentiality
4. Diligence
5. Competence
6. Fairness
7. Professionalism
We The People
The Financial planners have come in existence after the massive regulatory changes happed in the industry. We appreciate these changes and strongly recommend the NEED BASED FINANCIAL PLANNING AND FEE BASED FINANCIAL PLANNING. We welcome these changes because these changes will not only helps the end investor a lot but also will place our financial product advisors as a professional. There is no doubt that this is the move which should take place many year before but the big question is Indian investor is mature enough to understand these changes, because after so many years insurance is a product for tax saving. Through The Financial Planners we are trying to give a platform to Clients and Independent Financial Advisor to build a base for Need based Financial Planning.
Mr. Mehul R Trivedi has 22 years of rich experience in the Financial Markets, Wealth Management and Advisory services and has a proven track record of managing multiple assets class. Client of The Financial Planners enjoy services by well trained 4 staff members. Skill set of group include 360 degrees Tax, financial planning and Wealth Management to add to this, he is an ardent finance professional who is well versed in Life Insurance planning, Postal Scheme- FD Management, Mutual fund management, IPO Advisory which can thus help in providing a wide spectrum of services to clientele of the company.
Thus, having worked across the value chain from the high end Corporate Advisory and Private Wealth Management Segment to the mass affluent retail customers, the strength of clientele exceeds 1150+ customers across India abroad, the team has hands on experience and sound knowledge of the domestic international financial markets along with an understanding of the prevailing regulatory framework.
