About

We are a proprietor firm incorporated in the year 2006 and at present have 2500+ plus satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified financial planners(CFP). Mutual Fund and Insurance consultants recognized by the BSE and NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial advisory services and experience of 17 years in financial advisory. We use our complete knowledge of insurance, tax planning, mutual funds, direct equity, and Real estate investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure life.

Our Products

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%

Capital Market80%

Fixed Income90%

Real Estate95%

PMS95%

Insurance95%

Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

Client Desk

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
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E Wealth Account

MARS

OUR TEAM

Mr.Prashant Gajjar

Chief Advisor

Mr. Prashant Gajjar is the Chief Advisor for Prashant Financial Services. he has over 15 years of rich experience in the financial services industry. A CFP by education, He is known for his deep understanding of distribution practices and their challenges. He is Gold Medalist in D.M.F.F.

Mr. Jainil Gajjar

Financial Advisor

Mr. Jainil Gajjar is the Financial Advisor for Prashant Financial Services. He has over 10 years of rich experience in the financial industry and has worked with India's top private sector banks. By Qualification, PGDM specialised in Marketing from TOP B-school of Gujarat. Mr.Janil Gajjar is known for his unwavering desire to do well for others drives constant improvement.

Mrs.Smita Panchal

Relationship Manager

Mrs.Smita Panchal is the Relationship Manager, having experience of over 10 years of in the financial services industry. She is very cooperative with customer support.

Mrs. Krishna Sukhadia

Relationship Manager

Mrs. Krishna Sukhadia is the Relationship Manager, having experience of over 2 years in the financial service industry. She is very cooperative with customer support.

Mr. Dev Udhnawala

Office Assistant

Mr. Dev Udhnawala is the Office Assistant ,having Experience of over 5 years in the Financial Service industry.

ABOUT US