As certified Mutual Fund Distributors and insurance planners, recognised by AMFI, we bring nearly 19 years of experience in guiding people toward their financial goals. Our work covers everything from mutual funds, insurance, and tax planning to direct equity, portfolio management (PMS), and even real estate investments.
But we don’t believe in one-size-fits-all. Every plan we suggest is based on what fits your life; whether you’re working toward a long-term dream or a short-term need. At the heart of it, our purpose is simple: to provide straightforward, effective long-term investment options so you can enjoy a secure, worry-free life.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
OUR TEAM
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Mr.Prashant Gajjar |
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Mr. Prashant Gajjar- With over 20 years of experience, Prashant has helped thousands of people make smarter money decisions. A Certified Financial Planner (CFP) and Gold Medallist in D.M.F.F., he’s known for keeping things simple and practical. His expertise covers mutual funds, portfolio management, tax savings, and wealth building. What sets him apart is his client-first approach; for him, financial planning isn’t just about numbers, it’s about giving people the confidence of a secure future. |
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Mr. Jainil Gajjar |
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With over 10 years of experience in the financial industry and a background in India’s top private banks, Jainil brings practical knowledge and a client-first approach to every plan. Holding a PGDM in Marketing, he focuses on helping families stay well-protected with the right insurance while also guiding them to save and invest wisely for the future. |
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Aishwarya Gajjar |
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Aishwarya is a marketing professional turned Mutual Fund Distributor, now part of Prashant Financial Services. With a Master’s in Marketing & Brand Management from the UK and experience in brand strategy and client engagement, she brings a fresh perspective to financial services. At Prashant Financial Services, her focus is on simplifying investments, guiding clients with the right planning for their financial goals, and helping families build long-term wealth with confidence. |
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Mrs.Smita Panchal |
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Mrs.Smita Panchal is the Relationship Manager, having experience of over 10 years of in the financial services industry. She is very cooperative with customer support. |
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Mrs. Krishna Sukhadia |
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Mrs. Krishna Sukhadia is the Relationship Manager, having experience of over 2 years in the financial service industry. She is very cooperative with customer support. |
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Mr. Dev Udhnawala |
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Mr. Dev Udhnawala is the Office Assistant ,having Experience of over 5 years in the Financial Service industry.
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