Welcome to our Website
Welcome to our Website
Dipak Limbachia is a Chartered Financial Goal scheduler , NISM Certified Investment Instructor and AMFI Certified Mutual Fund Instructor, and Diploma in Taxation.He has been Instructor and managing client’s personal wealth portfolios.
With 17+ years of rich experience in Corporate and Financial sector, he has expertise in creating financial plans for Individuals, Families, HNI, UHNI suiting their requirements for achieving Financial Life Goals like Retirement , Child’s Education, Children’s Marriage, time-to-value, Dream home buying, Tax & Insurance.
We are a team of professionals, having expertise in the domains of Business and Financial Analysis, Life Skills, Research, Data Interpretation, technical space, with depth of knowledge, wide exposure, and long years of varied experience. Driven by excellence, our USP is our financial facilities which emerge from 100 percent dedication and 360 degree thought we give to our client’s present status and future dreams.
Office :- +91 9723224455
Mobile :- +91 9377306968
202 # Radhaswami Sumit , Gopi Cinema Road , Anand-388001
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-263360 | Date of initial registration – 03-Feb-2023 | Current validity of ARN – 02-Feb-2026
Grievance Officer- Dipak Limbachia Wealth Pvt Ltd | [email protected]
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