Let’s create wealth.

How can we help you?​

Personal Touch To Clients Investment Portfolio🫱🏻‍🫲🏻

Value Investment📈

Goal Based Planning🚀

Quaterly Assessment And Action💡

Help And Support😊

Portfolio​

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About me:

As a CFA, CFP, and a Master’s degree holder in Applied Economics, I bring a high level of technical expertise and strategic insight to the world of investment planning. Operating as a Mutual Fund Distributor (MFD), I specialize in delivering customized portfolio solutions designed to align with each client’s specific financial goals, risk appetite, and time horizons.
My practice is built on the principles of integrity, research-based decision making, and long-term value creation. I am committed to providing sophisticated, disciplined financial guidance to individuals, families, and institutions seeking to build, preserve, and transfer wealth efficiently.

Director
Ankit Parab
CFA,CFP

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