Build Long-Term Financial Clarity, Confidence & Freedom
Helping professionals, business owners and families make
better financial decisions through structured planning, education and
implementation-focused guidance.
SEBI Registered Investment Adviser | Goal-Based Financial Planning | Education-Led Wealth Guidance
Meet Brijesh Parikh
Brijesh Parikh is a SEBI Registered Investment Adviser, financial educator and author focused on helping professionals and families make more informed long-term financial decisions. Through Planetwealth, the focus is on simplifying financial planning through:
- structured thinking,
- long-term planning,
- investor education, and
- disciplined implementation.
He is also the author of:
Profit Maximiser
and actively contributes through:
- educational articles,
- investor awareness initiatives,
- workshops, and
- financial learning programs.
A Practical & Long-Term Approach to Financial Planning
At Planetwealth, financial planning is viewed as an ongoing process of aligning financial decisions with life goals, responsibilities and long-term priorities. The focus is not merely investment selection. The focus is on helping individuals and families:
- organize finances more effectively,
- create greater financial clarity,
- reduce financial confusion,
- build long-term discipline, and
- make more informed financial decisions.
Real Planning Outcomes
Financial Planning Is Not About Chasing Returns.
It Is About Creating Clarity, Structure and Better Financial Decisions.
Over the years, I have worked with professionals, business owners and families facing a wide range of financial challenges. While every
situation is unique, certain patterns appear repeatedly. Here are a few examples of how structured financial planning can help.
Case Study #1
From Insurance-Heavy Investing to Goal-Based Planning
A senior corporate professional had spent decades saving diligently and investing a significant portion of his income. However, most of his investments were concentrated in traditional insurance policies. Despite years of disciplined saving, he was falling short of his retirement and children's education goals.
Planning Outcome
- Financial goals quantified
- Risk profile assessed
- Asset allocation strategy created
- Protection gaps identified
- Retirement roadmap established
Today, he has a structured financial plan aligned with his long-term goals rather than relying on product purchases alone.
Case Study #2
From Saving Regularly to Understanding Real Returns
A long-term saver believed he was investing responsibly because he consistently saved throughout his career. A detailed review revealed that after adjusting for inflation, many of his investments were not generating sufficient real growth to support future goals.
Planning Outcome
- Retirement shortfall identified
- Real-return focused strategy implemented
- Goal-based investment framework created
- Long-term wealth accumulation plan developed
The focus shifted from merely saving money to ensuring money worked effectively toward future objectives.
Case Study #3
From Cashflow Confusion to Financial Control
A dual-income family believed they were unable to save more despite healthy earnings. A financial review revealed that lack of budgeting, goal
prioritization and cashflow visibility were preventing meaningful wealth
creation.
Planning Outcome
Annual cashflow framework created
- Financial priorities clarified
- Goal-based savings system implemented
- Wealth-building surplus identified
- Financial decision-making simplified
Small improvements in cashflow management created a significant difference in long-term wealth creation potential.
Not Sure Where to Begin?
Download the Wealth Success Blueprint and discover the key principles that form the foundation of long-term financial success.
The Planetwealth Core Principles
Our structured framework helps simplify complex financial decisions into a practical long-term roadmap.
01
Long-Term Thinking Over Short-Term Noise
Thoughtful planning and disciplined decision-making matter more than reacting to short-term market movements.
02
Simplicity Over Complexity
Financial systems should feel understandable, practical and
sustainable.
03
Education Before Action
Better financial decisions begin with greater awareness and understanding.
04
Implementation Matters
Financial progress is often driven more by disciplined execution than information consumption alone.
FINANCIAL
PLANNING SERVICES
Personalized Financial Planning Services
For individuals and families seeking personalized financial guidance, Planetwealth also offers SEBI Registered Investment Adviser (RIA)
services focused on long-term goal-based financial planning.
Areas may include:
- retirement planning,
- investment planning,
- cashflow structuring,
- protection planning,
- education goal planning,
- long-term wealth organization.
Check out what clients say
This is a place where you find most effective solutions of all your financial problems. They help us to realize your financial mistakes that you have passed through and develop a plan to overcome those mistakes and how to do disciplined investment to build a wealth that fulfill your family’s present and future financial requirements.
Satish Mehta
HR Head
It’s quite helpful. And wealth Coach is too good to understand your fincial as well as current mental condition of users. And he always in mode of help anyone in their best way
Jatin Lakhani
Working Professional
Brijeshbhai is very knowledgeable financial planner and kind person. His positive participation of our every financial decision which helpful our financial growth. He meets at Ahmedabad and Bhavnagar. My financial journey with him is very safe and growing rapidly.
Bharat Vyas
Government Job
Different Individuals Require Different Levels of Support
Planetwealth offers different engagement models designed to
support varying levels of financial complexity, guidance needs and
implementation preferences.
Financial Nirvana Membership
1-to-Many Educational Membership
Structured financial learning, Implementation guidance and
accountability support for self-driven individuals seeking greater financial clarity and discipline.
Mostly Opted By
- salaried professionals,
- self-driven learners,
- DIY investors, and
- individuals seeking structured financial education and implementation support.
Financial Nirvana Guided Circle
1-to-Few Guided Implementation Support
A smaller and more interactive experience designed for
individuals seeking accountability, validation and implementation-focused
guidance within a focused group environment.
Mostly Opted By
- affluent professionals,
- business owners,
- experienced DIY investors, and
- individuals seeking structured implementation support and periodic validation.
Personalized Fee-Only Financial Planning & Ongoing Advisory
1-to-1 Personalized Advisory Relationship
Comprehensive financial planning support designed for individuals and families seeking personalized long-term financial guidance
aligned with their goals and priorities.
Mostly Opted By
- affluent professionals,
- families with growing financial complexity,
- individuals approaching retirement, and
- people seeking structured long-term advisory relationships.