Smart Wealth Strategies for Every Stage of Life.
Partnering with you to build, protect, and grow your wealth through curated Mutual Funds and Specialized Investment Solutions.
Distributed AUM Across 140+ Families
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Years of
Market Experience
ABOUT OUR FIRM
Disciplined Mutual Fund Distribution &
Goal-Based Wealth Planning
Backed by over 18 years of experience in the financial sector and a strong background in Commerce, founder Bhavin Gunvantray Patel started this firm with a clear mission: to simplify wealth creation for families and individuals. Having seen how overwhelming the market can be, we set out to provide personalized, research-backed investment strategies that help clients build and protect their wealth across every stage of life.
- Client-Centricity — No recommendation without understanding personal financial goals
- Unbiased product selection across 29+ leading Asset Management Companies
- Prioritizing long-term risk management and compounding over market noise
Cr+
MUTUAL FUND DISTRIBUTION- SYSTEMATIC INVESTMENT PLANNING (SIP)
- SPECIALIZED INVESTMENT FUNDS (SIF)
- PORTFOLIO HEALTH REVIEW
- FINANCIAL LITERACY & COMPOUNDING
OUR PURPOSE
Firm Mission & Long-Term Vision
Our Mission for
Client Freedom
To empower individuals and families to achieve true financial independence through disciplined, goal-based investing, transparent guidance, and customized Mutual Fund and SIF solutions.
Our Services Our Services
Our Vision for
Disciplined Growth
To transform how people view wealth creation by making disciplined, research-backed investing accessible, transparent, and rewarding for every client through structured goal planning and regular portfolio reviews.
Our Products Our Products
SINCE 2020
18+ Years Financial Markets Experience & Dedicated Client Focus
WHY PARTNER WITH US
Built on Trust, Discipline &
Unbiased Guidance
We never recommend an investment without first understanding your personal financial goals. Backed by 18+ years of market cycles, we prioritize long-term risk management, unbiased product selection, and ongoing investor education over short-term trends.
Client-Centricity: Solutions designed around your life milestones, not sales targets.
Investor Education: Empowering you with financial literacy, compounding logic, and clarity.
Complete Transparency: Fully disclosed commissions and unbiased AMC comparisons.
Integrity & Disciplined Growth: Patience, systematic investing, and risk control.
Our Milestones from 18+
Years of Financial Dedication
+
Years Experience
+
Satisfied Investors
Cr+
Distributed AUM
FOUNDER & KEY PERSONNEL
Meet Our Founder &
Principal Distributor
+
YEARS OF FINANCIAL
SECTOR EXPERTISE
Professional Background & Bio
Bhavin Patel brings 18+ years of expertise as a trusted financial guide, helping families and individuals navigate the world of Mutual Funds and Specialized Investment Funds. Driven by a passion for financial literacy and wealth creation, he provides tailored investment solutions designed to secure lasting financial freedom.
AMFI Registration
ARN-176351 (EUIN: E115449)
NISM Certification
Cert No. 2520402633 (Valid till Jan 2029)
Qualifications
Commerce Graduate (B.Com)
Practice Model
Solo Practitioner & Direct Founder Access
OUR METHODOLOGY
Our 4-Step Investment Distribution Process
STEP - 1
Goal Discovery
& Profiling
Understanding your financial milestones, time horizon, cash flows, and liquidity requirements before recommending any product.
STEP - 2
Risk Assessment
& Allocation
Determining appropriate equity, debt, gold, and hybrid allocation suited to your risk appetite and volatility comfort.
STEP - 3
Curated Product
Selection
Selecting top-performing mutual funds and SIFs across 29+ empanelled AMCs with proven risk-adjusted track records.
STEP - 4
Ongoing Review
& Discipline
Periodic portfolio health checks and annual rebalancing to ensure your investments remain strictly aligned with your goals.
STATUTORY DETAILS
Regulatory Registrations & Empanelled Partners
Full statutory compliance under AMFI, APMI, and empanelled institutional frameworks.
AMFI Registration
Mutual Fund Distributor- ARN Number: 176351
- EUIN: E115449
- Validity: 06-01-2026 to 05-01-2029
- Scope: All 44+ SEBI-Registered AMCs
APMI Registration
PMS Distributor- APRN Number: APRN00517
- Validity: 11-05-2026 to 10-05-2029
- ICICI Prudential AMC: PMSD2521
- 360 ONE Wealth: BHAVINPTL
SIF & Insurance
Institutional Empanelment- AMFI SIF Reg: ARN-176351 (Valid to 02-03-2029)
- Health Insurance: Care Health Insurance Ltd
- Care Agency Code: RLH20343054
- PAN / GSTIN: ANUPP5983A / ANUPP5983A1ZL
TESTIMONIALS
What Our
Investors Say
About Us
CLIENT CONFIDENCE
Have Questions About Your Financial Roadmap?
Connect directly with Bhavin Patel for an initial confidential discussion.
Call or WhatsApp
+91 99093 92007