Welcome To Our Firm
A reputed name for comprehensive financial and product distribution services.
I am Bhavesh Gelani, an AMFI-registered Mutual Fund Distributor with over 20 years of experience guiding investors on their wealth creation journey. I strongly believe that “Wealth Creation is a Structured Path, Not a Shortcut” and follow a need-based investment approach to help individuals and families achieve their financial goals. My expertise spans Mutual Funds, PMS, AIFs, and Insurance, enabling me to deliver well-rounded and tailored financial solutions.
Through my seminar series, “शॉर्टकट नहीं, सही मार्ग” (Shortcut Nahin, Sahi Marg), I aim to raise awareness about financial preparedness and empower people to make confident, informed decisions using structured strategies and data-driven insights. Anchored in trust, transparency, and discipline, my mission is to simplify investing and help clients attain long-term financial freedom.
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Assisting clients in fulfilling their needs.
Our Team
