• Insurance Planning

    The Need For Insurance Planning

    "Insurance is not for the person who passes away, it is for those who survive," goes a popular saying that explains the importance of Insurance Planning.
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  • Children's Future Planning

    Children's Future Planning

    Like every parent, you too must be overjoyed to watch your child grow. All parents want to give the best possible upbringing to their children. This includes good education and security, in case of any eventuality. Read More

  • Retirement Planning

    Retirement is much a reality as much as its planning a neglected activity. Retirement planning continues to be ignored by most individuals.There is a lot more to retirement than just resting on an armchair and pla... Read More

  • Investment Counselling

    Investment planning is critical to reach your financial goals.  There is no one solution that works for all.  The right solution is the one that works for you and it is our job to discover such an investment strategy for you.

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  • Tax Planning

    What is tax planning and what you could gain from it?
    A good citizen should always pay tax. But he should not end up paying unnecessary tax. A smart citizen is one who pays tax but also makes maximum use of provisions available in Tax Laws to minimize it.

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Mr. Sachin S. Parekh  CFP^CM
CFP^CM, AMFI & IRDA Certified

117, Mittal Chambers,
Nariman Point,

E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it.
Telephone: +91 22 2204 35 35 / 4014 26 76
Mobile Phone Number: +91 98198 02676 / 99300 15679

C-2004, Orchid Suburbia,
Off MG Road, Link Road,
Kandivali West,
Mumbai - 400 067,
Tel. No. - 022 2869 73 73

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Certified Financial Planner



"My congratulations to you on becoming a Certified Financial Planner! It is another milestone achievement in your career and adds credibility to your advisory skills and further reinforces my confidence in your capabilities.

Our association goes back a long time. I have grown over the years to trust your advice and recommendations on various investment alternatives which have been commensurate with my risk appetite. Thus far, I have grown my portfolio with stable and satisfactory returns.

In fact, you are now a “one-stop-shop” for all my investments and insurance requirements.

I wish you all success in the future and a look forward to a continuing mutually rewarding association."

Best Regards,
Phiroze Tarapore
Head of RCR - India
Barclays Bank PLC

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