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.

Are you a SEBI Registered Investment Advisor?

Yes. My SEBI Registration Number is # INA00004492

What is you professional qualification?

I am Qualified Chartered Wealth Manager (CWM) and Certified Alternative Investment Manager.

Where are you based at?

I am based in Bhavnagar, Gujarat.

Do you service outstation clients?

Yes. The entire work happens electronically. So, location is not a constraint.

Is there a need for a face to face meeting?

From a work point of view, No. It doesn’t make any difference in the way work is done.

I am based in Gujarat and can travel to meet you. Can we have a face to face meeting?

Yes. My office is in Bhavnagar and Ahmedabad, Gujarat. You are most welcome. Please do block the date and time in advance.

How do I schedule an introductory call?

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).

What are your working days and hours?

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.

Is there any area where you don’t advice?

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.