Best Financial Advisors & Planners in Surat
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Here is our List of the top 10 Best Surat Financial Planners & Advisors
Hiren R Parekh - Money Care Invest
FPSB No: IN151394
Hiren R Parekh is an accomplished financial planner with an impressive 16-year career in the realm of investment. With extensive experience as both an adviser and an investor, Mr. Hiren R Parekh brings a wealth of knowledge and insight to the financial planning landscape. His dedication to ethical financial practices and his qualifications have positioned him as an honest, independent, and highly skilled Financial Coach.
Hiren R Parekh has attained the prestigious Professional CFP CM Certification by FPSB USA, a certification recognized as the gold standard in personal financial planning. With over 1,90,000 practitioners across the globe, this certification signifies excellence in the field. Remarkably, in India, where effective financial planning is of paramount importance, only 1% of practitioners, totaling 1,900, hold this esteemed certification.
As the Founder of Money Care Invest in Surat, Gujarat, Hiren R Parekh leads a team of professionals who share his passion for empowering clients to take control of their financial future. The mission at Money Care Invest is to provide reliable, timely, and value-added solutions that assist clients in achieving their financial objectives. Hiren's commitment to exceeding expectations in everything they do is evident in the personalized advice and guidance offered to clients. At Money Care Invest, clients are encouraged to take charge of their financial future, ensuring they make informed decisions that pave the way for financial security and success.
308, Western Business Park, Opp. S.D.Jain School, Vesu Cross Road, Vesu Surat 395007.
Navnit Modi - Surat Commercial
FPSB No: IN150910
Meet Navnit Modi, a distinguished financial planner with a remarkable career in wealth management. Navnit is an integral part of Surat Commercial Pvt Ltd (SURCOM), a prestigious financial planning company. Established in 1945 by Late Shri Kanaiyalal H Modi, a well-known social worker, SURCOM has a rich legacy. In 1980, after his father's sad demise, Mr. Sunil Modi assumed leadership and management responsibilities. Today, Navnit Modi, along with his brothers, Mr. Gopal Modi and Mr. Govind Modi, continues the legacy, offering a wide range of services to customers.
As a commerce graduate and a Certified Financial Planner, Navnit Modi possesses over two decades of invaluable experience in the wealth management industry. He is widely recognized for his unwavering commitment to providing professional advice that stems from a clear and strategic vision. His expertise is a testament to his dedication to assisting clients in achieving their financial goals.
At SURCOM, the mission is clear: to deliver reliable, timely, and value-added solutions that empower clients to realize their objectives. The team at SURCOM is committed to exceeding expectations in every facet of their work. Navnit Modi's leadership and financial acumen have played a significant role in achieving this mission.
Navnit Modi's journey as a financial planner is deeply intertwined with the legacy of SURCOM. He follows in the footsteps of his father, Mr. Sunil Modi, and his grandfather who founded the company in Surat, Gujarat. Navnit's pursuit of excellence and commitment to providing professional advice make him a trusted name in the world of wealth management.
3rd Floor, G-2-35, SAMIR, Muktanand Nagar, Near Gujarat Gas Circle, Adajan, Surat - 395009, Gujarat, INDIA.
Govind Modi - Surat Commercial
FPSB No: IN150677
Meet Govind Modi, an accomplished financial planner dedicated to providing expert advice and strengthening client relationships. Govind is an essential member of Surat Commercial Pvt Ltd (SURCOM), a reputable financial planning company with a rich history dating back to 1945. Founded by the late Shri Kanaiyalal H Modi, a renowned social worker, SURCOM's legacy has been carried forward with unwavering commitment. In 1980, after his father's unfortunate passing, Mr. Sunil Modi took charge of the company's management. Today, Govind Modi, along with his brothers, Mr. Gopal Modi and Mr. Navnit Modi, plays a pivotal role in managing SURCOM and delivering a diverse array of services to clients.
With a background in science and as a Certified Financial Planner, Govind Modi boasts more than two decades of extensive experience in the wealth management industry. He is highly regarded for his exceptional customer relationship skills and the provision of expert financial advice. His vast knowledge and dedication have made him a trusted figure among clients.
At SURCOM, the mission is clear and unwavering: to offer dependable, timely, and value-added solutions that empower clients to achieve their financial objectives. The team at SURCOM is dedicated to surpassing client expectations in all aspects of their services. Govind Modi's contribution and expertise have been instrumental in advancing this mission and ensuring clients receive top-tier advice and service.
As the son of Mr. Sunil Modi, and grandson of late Shri Kanaiyalal H Modi who founded SURCOM in Surat, Gujarat, Govind Modi continues the legacy of a company that has served clients for decades. His commitment to client relationships and the provision of professional advice make him an invaluable asset in the field of wealth management.
3rd Floor, G-2-35, SAMIR, Muktanand Nagar, Near Gujarat Gas Circle, Adajan, Surat - 395009, Gujarat, INDIA.
Udipth Talera - Finideas
SEBI RIA No: INA000018045
CA Udipath Talera is a prominent figure at the heart of Finideas, where he holds the position of Co-Founder and Managing Director. With a remarkable background, Mr. Udipath Talera is a Chartered Accountant, having earned the distinction of being a Gold Medalist in this prestigious field. He also boasts an MBA and is a Certified Treasury Manager.
As a SEBI Approved Investment Advisor, Mr. Udipath Talera's journey in the world of finance spans over two decades, during which he has acquired profound expertise in Capital, Currency, and Derivatives markets. His commitment to the field extends beyond his role at Finideas, as he remains dedicated to developing innovative financial market strategies and trading techniques. Furthermore, he offers his valuable consultancy services to members of the exchange, contributing to the advancement of financial market trading practices.
Outside the realm of finance, Mr. Udipath Talera is a captivating speaker, known for his eloquence and ability to inspire. His passion for social work shines through his dedication to various causes. In his leisure time, he cherishes moments spent with his family. Within the Finideas family, he is celebrated for his go-getter personality, an attribute that reflects his unwavering commitment to achieving success in all endeavors. With CA Udipath Talera at the helm, Finideas embodies a dedication to excellence and a passion for empowering clients with valuable financial solutions.
1002, Luxuria Business Hub, Near VR Mall, Gaurav Path Road, Surat – 395007.
Piyush Sarawagi - Yellowjersey Investment Advisors
SEBI RIA No: INA000015491
Yellow Jersey represents a modern approach to wealth management and investment advisory services, with its roots firmly grounded in Gujarat. Their core mission revolves around the principles of Wealth creation, Wealth preservation, and Wealth Transfer. They are not just asset gatherers; instead, they pride themselves on being true asset managers. This distinction is evident in the fact that their investment management team surpasses the size of their product promotion team, emphasizing their commitment to actively managing your wealth.
At Yellow Jersey, they consider it their duty to navigate the intricate world of financial investments on behalf of their clients, adhering to the timeless practice of goal-based investment. Their objective is simple yet profound: to empower their clients to thrive and enhance their wealth. They achieve this by providing an experience rooted in unparalleled expertise, exhaustive research, unwavering transparency, and fostering strong client relationships. Their approach is designed to instill confidence and ensure that your financial goals are not just met but exceeded.
Piyush Sarawagi, the 'Founder and Owner' of Yellow Jersey, hails from Surat, Gujarat. His vision and leadership have been instrumental in shaping the ethos of their firm. With his guidance, Yellow Jersey has emerged as a trusted partner in the financial journeys of its clients. Piyush's unwavering commitment to wealth creation, preservation, and seamless transfer is a driving force that has positioned Yellow Jersey as a distinguished player in the realm of wealth management and investment advisory.
Bunglow no.5, Jay Jalaram Society, Piplod, Surat, Gujarat- 395007.
Nihar Shah - N M Investments
FPSB No: IN149850
In the year 1975, a visionary named Late Mr. Vinod Shah laid the foundation of NM INVESTMENTS, with a profound commitment to illuminate investment opportunities for the benefit of end consumers. His dedication and relentless efforts soon earned him a revered reputation in the field of wealth management. In 1986, his sons, Mr. Sunil Shah and Mr. Jayesh Shah, joined him, bringing fresh perspectives and energy to the family business.
Guided by their father's wisdom, the two brothers effectively expanded the family enterprise, assisting individuals in optimizing their wealth management strategies. In the year 2000, they established 'NM INVESTMENTS' as a formal corporate entity, solidifying their presence in the financial services sector. Today, they continue to honor the legacy left by their father.
The legacy further extends to the third generation with the introduction of Mr. Nihar Shah, the son of Mr. Jayesh Shah, who joined the business in 2014. Nihar embarked on a journey of professional education in the same field, equipped with a promise to perpetuate the honorable family tradition of providing expert financial guidance. NM iNVESTMENT stands as a testament to a multi-generational commitment to excellence and dedication to serving the financial needs of their clients.
A-607, SNS Atria, Vesu, Surat - 395007, Gujarat, India.
Arvind Kothari - Niveshaay
SEBI RIA No: INA000017541
Arvind Kothari is the Founder and Director of Niveshaay. With a strong educational background, holding a B.COM degree along with CA and CWA qualifications, he has amassed over 12 years of experience in Equity Research and Investment Advisory. Arvind initiated his professional journey as an Industry Research Analyst at ICICI Bank, where he honed his financial acumen.
His journey into the wealth management industry was influenced by the complexity he observed and the need for investors to comprehend it better. This realization, nearly a decade ago, prompted him to make a significant career shift. Arvind decided to step away from his role and venture into advising on wealth management, initially assisting his family and friends with their investments. This decision marked the inception of Niveshaay, a venture he passionately leads.
Arvind Kothari firmly believes in the power of entrepreneurial decision-making over the more traditional approach of analyzing quarterly performance like an industry analyst. This perspective on wealth management and investments has become an integral part of the culture at Niveshaay, reflecting his commitment to a more dynamic and hands-on approach to financial success.
Office no. 508, 5th floor, SNS platina opposite shrenik residency, Near OM Sai Row house, Vesu Surat - 395007, Gujarat.
Hemant Desai - Concept Investwell
SEBI RIA No: INA000018337
With a strong academic foundation in economics and a post-graduation in business management, with a specialization in finance, Hemant Desai brings a wealth of knowledge and experience to the financial world. His educational qualifications are complemented by an impressive career spanning over 50 years, encompassing diverse sectors such as banking, management consultancy, real estate, and a remarkable 27 years in the capital market. This extensive experience has equipped him with a multifaceted understanding of the financial landscape, making him a seasoned professional in the field.
Hemant Desai's expertise extends to serving as the fund manager of the "AI Dynamic" PMS plan, a testament to his proficiency in investment and portfolio management. His dedication to continuous learning is evident through his participation in various academic programs, including the Global Advanced Management Development program at ISB – Kellogg. Furthermore, Mr. Desai's contributions to the financial community are highlighted by his roles on the Boards of ANMI and BSE Brokers Forum, as well as his service as a Managing Committee member of the Chamber of Commerce for over 34 years. He is also a respected figure as the Founder Trustee of Shree Goverdhan Trust, underscoring his commitment to community and philanthropic endeavors.
As the 'Promoter, Chairman, and Managing Director' of Concept Investwell, located in Surat, Gujarat, Hemant Desai's vision and leadership drive the company's commitment to providing comprehensive financial planning and investment services. With his extensive background and dedication to personal and professional growth, Hemant Desai is well-equipped to guide clients toward their financial goals, offering valuable insights and tailored strategies to secure their financial future.
10/A, Union Heights, Maharana Pratap Road, Rahul Raj Mall Lane, Dumas Road, Surat - 395007. Gujarat, INDIA.
Vibhati Arya Gandhi - Turtle Wealth Management
SEBI RIA No: INA000017374
Turtle Wealth Management is your go-to destination for comprehensive financial planning services. Nestled in the vibrant city of Surat, Gujarat, they are dedicated to helping clients navigate the intricacies of their financial journey. At Turtle Wealth, their mission is to empower clients with the knowledge and guidance necessary to make informed and prudent financial decisions that align with their unique goals and aspirations.
Vibhati Gandhi, a seasoned Financial Planner, is at the helm of Turtle Wealth, spearheading their commitment to clients' financial well-being. With her expertise and deep understanding of the financial landscape, Vibhati brings a wealth of knowledge to the table, enabling clients to chart a path toward financial security and success. Her dedication to helping clients is evident in every aspect of the services offered at Turtle Wealth, where clients' financial futures are treated with the utmost care and attention.
Whether clients are looking to plan for retirement, invest wisely, or secure their family's financial future, Turtle Wealth Management is their trusted partner. With a focus on delivering personalized solutions and ensuring clients' financial goals are met, they stand as a beacon of support on clients' journeys to financial prosperity.
1001, Rajhans Montessa, Dumas Road, Magdalla, Surat , Gujarat 395007.
How do I Find the Best Financial Planner in Surat?
When you’re searching for a wealth adviser or a financial planner in Surat, you may be wondering where to begin your search. More often than not, most people often ask “how do I find a good financial planner in Surat?”. Locating a good financial planner can be challenging, but it’s not hard.
Here is how to find a good financial planner in Surat:
- Wealth Adviser Referrals: The traditional way of finding a financial planner is through personal and professional referrals.
- Wealth Adviser or Financial Planner Association Websites: You can often locate financial planners through various association websites.
- Using a Service Like ours - Best Financial Planners: Best Financial Planners helps you narrow down your search for a financial planner or a wealth adviser in Surat you can trust.
Even with the use of referrals and association websites, all the hard work is still going to come from your end. This means you’ll have to interview and research the shortlisted financial planners in Surat to ensure they’re the best fit for your needs. However, there is an easier way to find a financial planner: using Best Financial Planners helps you mitigate most of the hard work. We provide curated list of top 10 or best, trusted and reputable financial planners in Surat you can hold in high regard.
What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Surat?
Before you begin the process of choosing a financial adviser in Surat, you want to be sure the advisor you choose is right for you. All of our financial planners in Surat are highly rated and carry a proven success rate. However, you may want a wealth advisor who specialises in an area that’s custom-tailored to your goals.
Every financial planner or wealth adviser on Best Financial Planners carries a wealth of experience and expertise. However, each financial advisor will likely have their own area of expertise — an aspect that they’re best suited for. If your goals are long-term, short-term, high-risk, or low-risk, you want to be sure the wealth advisor you’re choosing is best for you.
Best Financial Planners helps you cut out the research phase of this stage by providing you with financial planners and their listed specialties. Simply look at the wealth adviser’s profile for the “best for” section to find a financial planner that matches your needs.
If you are looking for a financial planner in Surat, here are some key factors to consider:
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Qualifications, Certifications, and Accreditations: Find out what qualifications, certifications, and accreditations do the financial planner has? These do not necessarily make them the best financial planners, but at least it sets a baseline of expertise.
- If your chosen financial planner, wealth adviser, or investment advisor is a SEBI RIA then make sure he/she is registered with BASL as it is mandatory. You can verify this be visiting the BASL member check website and by entering financial planner's SEBI RIA no:.
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Also you must find out whether your selected financial planner is an individual financial advisor or a corporate (LLP or Pvt Ltd) financial advisor. Usually, individual financial planners are more keen to provide you a reliable financial planning advice or wealth growth advice as they are fee-only financial planners, however, there are a few fee-only corporate financial planners too. In India, corporate financial advisors can be both RIA and Mutual Fund Distributors, however, they can not provide both services to the same client. Whereas, individual financial advisors can only provide fee-only financial advisory services.
For example - Following are 3 types of financial planners, wealth advisors, or investment advisers in India:- Fee-only Individual Financial Planner: e.g. Chandan Singh Padiyar
- Fee-only Corporate Financial Planner: e.g. Suresh Sadagopan - Ladder7 Wealth Planners
- Corporate Wealth Advisor: e.g. Soumya Rajan - Waterfield Financial And Investment Advisors
- Another thing you must make sure is that your chosen financial planner MUST NOT be providing any stock tipping business activities. We do not list any such financial planners on our website, however, we CAN NOT guarantee if any listed financial planner is providing such activities.
- Specializations and Type of Clientele: Then, find out if they have any particular specialisation or type of clientele? This can help you determine if they are best suited for your type of situation. For example: Find out if your chosen financial planner specialises in the investment advisory category you are looking for, such as, retirement, children education, tax planning, debt restructuring, etc.
- Communication: Finally, find out what is their communication like? You need to know that you can communicate easily with them and that they will listen to your concerns and answer you questions in a timely manner. Overall, you need to be comfortable with your financial planner as you are usually dealing with some very intimate issues.
More about our financial planners in Surat?
Most of the financial planners listed by us in Surat are licensed, highly reputable, and discoverable through FPSB and SEBI RIA registrations. When we choose which financial planner to list for our website consumers, we go through a strict process of research that includes looking into the wealth advisor’s success rate, track record, specialties, and more. Whatever your situation may be, we’re confident that you will have no problem finding a financial planner that fits your needs and can get the financial planning job done at a great success for you eventually growing your wealth.