
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
Our Partners
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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