• 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.
    Read More

  • 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.

    Read More
  • 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.

    Read More
Testimonials PDF Print E-mail

Note: The views expressed below are of the individuals and do not, in any way, represent that of the company they are employed/working with.
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Sachin was introduced to me by a friend back in 2006...since then he has been helping me allocate my funds....what I like about him the most is his honesty and probably which very few like him in his business have...also his service levels are par excellence and I dont think he even sleeps...wish him all the best for his future...

Nikhil J Mehra
Institutional Equity Sales
JM Financial Institutional Securities Pvt Ltd

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"Its now more than 5 years that I have been interacting with him and my experience has been great..
Systematic and Disciplined are terms very closely related to Mutual Fund and I can relate the same terms vis-a-vis Sachin as well.  Accessibility, is one of the great feature that he owns and reliability is another..
All the best Sachin.."

Amit Doshi
Sr. Mgr,
PriceWaterhouseCoopers, Mumbai

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"Sachin came to me for giving business but I landed up giving him all my business!!! Thats what he is!!! A fantastic sales guy as he has complete knowledge of the subject. He is dedicated and extremely hard working and I guess this is one of the many degrees that he is going to accumulate in the years to come.
All The Best !!!!"

Rajesh Doctor
MF Global India
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"I have found Mr. Parekh to be quite accessible and responsive to my needs as an investor. I believe he provides very professional service. I would highly recommend him to prospective clients without reservation."

Dr. Pranay Patel
USA
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"I have been using Sachin's expertise for couple of years now and have always been impressed with the service provided and the recommendations made by him. It is always reassuring and comforting to receive comprehensive and professional advice regarding ones savings and investing plans for the future specially when you are away from the country and the local financial market. These sentiments have been developed during my association with Sachin over the past 2 years. Sachin and his team always handle my needs in a friendly and personal manner. I would highly recommend the services offered here regardless of your reason for seeking independent financial advise."

Vishnu Patwari
Senior Manager
PricewaterhouseCoopers, USA
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"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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"It has been a rewarding experience to be associated with Mr Sachin Parekh. He has an instant knowledge of micro level activities in the market and has quick grasping ability of the situation. He and his entire team is very cordial and it is always pleasure to deal with them. 'Anytime Availability' is the most remarkable feature of his group. Day by day, the activities of the group have been expanding rapidly and I have no doubt that very soon, Parekh Capital is going to be the talk of the Mumbai city." 

Anil Manekar
Director
Nehru Science Centre,
Mumbai

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"For someone who was a complete novice at Finances, Financial Planning, Investments and Taxation, I feel blessed that I know Mr. Sachin Parekh. 

A friend, guide and trusted counsellor, he has been a fantastic source of support in all financial and investment matters for the past 3 years. His professional attitude, vast knowledge and helpful nature are what makes him special."

Vinay K Venkatesh
Creative Director,
OgilvyOne Worldwide
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"I still remember the first time I met Sachin Parekh when I was looking for an enhanced insurance cover for myself after my first child was born. From that moment, I have done all my investments and insurance policies only through him. He is always there to guide me efficiently whenever I approach him.

One great thing about Sachin is that he always thinks about the unique needs of each of his clients and recommends specific schemes for them. He even advises his clients to discontinue a few schemes when they are not doing good, though this may affect his own income. He is the one advisor who thinks about his client more than he thinks about himself. A great investment advisor to have, for sure."

R. Janakiraman
Head of Treasury
National Bank of Umm Al Quwain
Umm Al Quwain
United Arab Emirates

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"Sachin is extremely knowledgeable about investment options - and his competence, friendly advice and sound judgement have helped us many a times in choosing the right avenues for investing our money in instruments which match our risk-return objectives.
His latest achievement of attaining CFPCM degree bears testimony to his commitment to stay one step ahead in the world of financial planning and is bound to take him places. We wish him the very best for the future."

Thanks & Regards,
Tulika Mehra Gheji
RM, ICICI Bank
&
Amit Gheji
Godrej Consumer Products
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"Mr Parekh has been my financial advisor for last couple of years. He possesses in-depth knowledge of the products & services that he promotes & thus helps the client plan his finances more appropriately. Also the post investment support from his team is always there unlike other "agents", who don't believe in maintaining a continuous client feedback & support mechanism"

Karishma Budhwani
Tata Tele Maharashtra
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"It has been a good five years journey with Sachin, where in, the first name that comes to my mind for any 'Investment - Financial' requirements is 'Sachin'. We all trust him deeply & with his timely service & expert advise has helped us face financial needs efficiently."

Harshad A Patil
Nihal Enterprises
Air Conditioning Experts
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"Since 2008 I have been using the expertise of Sachin in planning, monitoring and executing my personal financial investments. He exhibits tremendous knowledge and provides detailed advices often supported with worksheets. His integrity and support has yielded satisfactory results more often than otherwise. He and his team has been able to create a value chain and do an excellent job in monitoring and analysing the invested instruments in addition to providing future growth prospects. He is an asset to any individual if someone decides to have a reliable service on personal investment. I congratulate him on achieving the CFP Certification and wish him and his clients all the good fortune."

Pritish Mukherjee
Senior Geologist
Kuwait Oil Company

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I am an NRI and all that I possess in India is in Sachin’s hands. I have no worries because I know that my investments are in safe and honest hands.

Ramiyar Pandey
Chartered Accountant
Eurorevision, Spain

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R. Janakiraman
C/O National Bank of Umm Al Quwain
P.O. Box No.800
King Faisal Road
Umm Al Quwain
United Arab Emirates

R. Janakiraman

C/O National Bank of Umm Al Quwain

P.O. Box No.800

King Faisal Road

Umm Al Quwain

United Arab Emirates

 

Certified Financial Planner

CHARTER MEMBER


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