The financial planning process at Team Bharat Parekh is a holistic and in-depth exercise to create a customized plan to help the clients achieve their financial goals keeping in mind their needs and wants. Beginning with ensuring whatever the client has is in order and then a thorough fact-finding assisting the client through the entire sales process to help the client take the right decision. Services at the clients door step adds a personal touch to all the services provided by the team along with portfolio review from time to time and finally the settlement of the claim.
From a humble beginning 35 years ago to one of the leading financial service providers Team Bharat Parekh is known for financial Planning & risk management through Life Insurance, Mutual Funds, Company Deposits, Bonds and Home Loans. They provide customized financial services, solutions and security with a penchant for analyzing financial needs, security, returns, liquidity and tax benefit. An interaction with the team will do wonders for your fortune. This is what makes them standout from the rest. Through their path – breaking process, seamless team work and flawless execution they have laid the foundation for prosperity and financial freedom for their clients. This has resulted in a customer base of 38,951+ members.
Team Bharat Parekh
The experts at Team Bharat Parekh help you to define the right set of financial goals that fit your needs. The Advisory services include Portfolio review – Capital Need Analysis, Human Life Value, creating a regular guaranteed income to enable you to ”Chase your passion, not your pension” and “Add more to life”.
Service comes first @ Team Bharat Parekh
“Quality in a service or product is not what you put into it.
It is what the client or customer gets out of it”.
Their customer centric approach includes:
CEO
Director
Business Head - Home Loan
Business Head - Mutual Fund
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