WHO WE ARE

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Who we are ?

Dipak Limbachia is a Chartered Financial Goal Planner , NISM Certified Investment Advisor and AMFI Certified Mutual Fund Advisor, and Diploma in Taxation.He has been advising 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 planning, Child’s Education, Children’s Marriage, Wealth creation, Dream home buying, Tax Planning & Insurance Planning.

Our Team

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 solutions which emerge from 100 percent dedication and 360 degree thought we give to our client’s present status and future dreams.