SEBI Registered Fees Only Investment Advisor-PlanetWealth Financial Advisor

About Planet Wealth

PlanetWealth – “Your wealth,our priority” has been in the field of Financial Planning and Wealth Management and hence brings with it a rich and diverse experience and knowledge that suits our client’s requirements.

We provide expert advice, professional objectivity, and dedicated client service with solutions tailored to your specific needs. We strongly believe that there is no substitute for personal advice.

A Decade of Experience sets us apart

We are a Single Source Solution provider and handle all types of investments. We assimilate all investments of our clients to bring about a unified, 360 degree view to their finances and apply customized strategies to ensure fulfilment of their financial goals, in a manner that is tax friendly and provides liquidity.

We Provide the Following Layers of Services: –

The Person

It pains me when I see how people deal with money. I am pained when I see how poor people try to make both ends meet on a daily basis. It greatly pains me when I see middle class people working harder and harder, struggling ever more, while paying huge taxes and interest, even as their money is constantly eaten by inflation and finally ending up in bigger and bigger debt. I believe that each and everyone has the right to :

– Fulfilling dreams
– Education
– Proper medical facilities
– Peaceful retirement
– Be rich and wealthy
– Leave our wealth for future generations and charity.

I ,Brijesh Parikh, Founder & CEO of PlanetWealth Financial Advisors, a Venture with Focus on Comprehensive Financial Planning, Convenience & Client First Approach.

I am an MBA from Sikkim Manipal University; NISM certified Level-1 and Level-2 Financial Advisor and SEBI registered Investment Advisor, Financial Planner & Coach.

Certificates

Mission Statement

We are NISM certified, SEBI registered (RIA) personal financial advisor, planner and coach, helping individuals and families to live a financially worry free life by offering Tailor-made and customized financial planning, fully personalized, unbiased and need based financial advise.

Vision Statement

We want to be preferred Financial Planner & Coach by helping individuals and Families achieve financial freedom by offering Unbiased and personalized financial planning and advising by certified and SEBI registered Financial Advisor.

Why Us

Authentic Financial Planning

PlanetWealth Investment Advisors Provides Authentic Financial Planning. PlanetWealth Investment Advisors Uses Scientific Methods and custom built Technology to arrive at a plan that will make your financial goals a reality. Today, with Changing Taxation Rules and Availability Of Wide range of Investment Options Like Equity Shares, Bonds, PPF, Insurance, commodities, Forex, Overseas Investments, Planning Needs To Be Scientific, Specific and Meticulously Done.

Testimonials

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

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

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

Display of Annual Audit Status

Sr. no	Financial Year	Compliance Audit Status	Remarks, If any
1	FY 2020-21	Conducted	Nil
2	FY 2021-22	Conducted	Nil
3	FY 2022-23	Conducted	Nil

Compliance

Display of Complaints Status by Investment Advisers

Data for the month ending – June 2024
Sr. No .	Received from	Pending at the end of last month	Received	Resolved	Total Pending #	Pending complaint s> 3months	Average Resolution time^ (in days)
1	Directly from Investors	0	0	0	0	0	3
2	SEBI(SCORES )	0	0	0	0	0	3
3	Other Sources (if any)	0	0	0	0	0	3
Grand		0	0	0	0	0