Payal Bhavesh Thakkar is an AMFI Registered Mutual Funds Distributor. She has been in the field of Financial Services for over a decade, offering a wide array of products and services, including Goal based Financial Planning. Payal manages over 100+ clients, high net worth families, individuals and retail investors. Her aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is her first and foremost motive.

Her services are individually designed to meet client's needs as determined by personal consultations and constant monitoring of their financial goals. The approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their Financial goals.

Our Vision

To build a trusted brand in the field of Financial Services.

Our Mission
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:

• Highest standards of quality at a reasonable cost.
• Meeting the general and sophisticated financial goals of our clients.
• Our Motto is to invest your money in various Financial Products carefully and safely like our own investment.