FAQ | PlanetWealth

FAQ

Emphatically YES. I don’t sell any financial products directly or indirectly or through referrals. If you are engaging me, my sole income from your work will be the fees paid by you. I am not accountable to anyone else.
Yes. My SEBI Registration Number is # INA00004492
I am Qualified Chartered Wealth Manager (CWM) and Certified Alternative Investment Manager.
I am based in Bhavnagar, Gujarat.
Yes. The entire work happens electronically. So, location is not a constraint.
From a work point of view, No. It doesn’t make any difference in the way work is done.
Yes. My office is in Bhavnagar and Ahmedabad, Gujarat. You are most welcome. Please do block the date and time in advance.

Book a call by Clicking Here

OR

You can either mail me at brijesh@planetwealth.in  or ping me at 00-91-9328190022 (sms or whatsapp). Please include the following details while contacting:

  • Your Full Name

  • City where you are based at

  • Three options of date and time convenient to you. Please factor in 30-45 minutes for the intro call. Kindly also check my working days / times given in point no.10 below while providing the options.

  • Your preference for Tele-call or Web-con (Google Meet)

  • Email id to sent meeting invite (if pinging).

  • Monday – Saturday – 10 am to 7 pm Indian Time ( I am flexible with the timing. If you belong to a time zone which makes the above window difficult for you, please let me know)

  • Sundays are holidays.

Please always book your slot in advance.

Yes.

I don’t give advice on stocks short term, Futures and Options, Cryptocurrencies, real estate etc.

Also, in the case of NRIs, I don’t give advice regarding the tax impact in the other country. My scope in tax planning is only Indian Tax laws.

While tax planning from Indian Income Tax perspective is covered in the process, Tax return filing is not included.

PlanetWealth Financial Advisors
Email: care@planetwealth.in
Phone: +919328190022
Url:
First Floor, Modh Mahodaya Bhavan, Opp Chandreshwer Mahadev Temple, Nr. Meghani Circle
Bhavnagar, Gujarat 364001