I Gimesh Dholakia, started business in the year 2003 and at present having 1500+ clients and managing portfolio of around 100+ crores.

I am certified Mutual Fund Distributor and Insurance Advisor recognized by the AMFI (Association of Mutual Funds in India) and IRDA (Insurance Regulatory and Development Authority).

I strongly believe in learning & adapting to new methods being two strong pillars of growth, hence I keep myself updated with latest happenings & info by attending industry level meetings & seminars.

We at SiddhiVinayaka Investment Consultants offer comprehensive financial advisory services and we use our experience and knowledge of insurance, tax laws, mutual fund investments and other investment products in order to suggest investment options to the clients, as per their long term and short term goals.

MISSION

To guide and help our each and every client to achieve Financial Freedom and their Financial Goals through proper Financial Planning and Asset Allocation.

CORE VALUES

• Transparency
• Right Positive Attitude
• Quality Service to the Clients
• Benefits of Clients Come First
• Long-Term Relationship Building
• Unbiased and Right Investment Advice
• Ethical Working
• Long-Term Wealth Creation and Preservation Strategies
  
  

  PRODUCTS

  • Life Insurance (LIC & Pvt Cos.)
  • Mediclaim
  • Mutual Fund & SIP
  • Fixed Deposit
  • Recurring Savings
  • Accident Cover policy
  • Motor Insurance Policy
  • Overseas Travel Insurance
  • Capital Gain Tax Saving Bonds
  • RBI Taxable Bonds & TAX FREE Bonds
  • Real Estate / Property (Selected projects in India)
  • Housing Loan / Loan against Property
  • PMS (Portfolio Management Services)
  • Pan Card
  • Credit Card

  SERVICES

  • Financial Planning
  • Tax Planning
  • Child Education Planning
  • Child Marriage Planning
  • Retirement Planning
  • Portfolio Management Services (PMS)
  • Loans
  • NPS