Fibank gave me peace during tough financial times.
Wealth Management & Financial Planning
Comprehensive wealth planning for retirement, education & legacy building. Your future — strategised by Parakh Finserve.
Your Future, Planned Today.
We align your money with your life goals so you can live with confidence.
How Our Advisory Works
Discovery
We start by understanding your financial goals, needs, and current situation through a personalized.
Strategy
We design a tailored financial strategy and plan, ensuring every recommendation aligns with your objectives.
Implementation
We help you implement the plan and regularly review progress, making adjustments for results.
Clients Feedback
Your insurance gave me confidence with prompt, reliable, and promised coverage.
Fibank gave me peace during tough financial times.
Your efficient, clear process turned claims into a breeze. Grateful!
Our Track Record of Trust & Success
Parakh Finserve is proud to deliver reliable financial advisory, proven expertise, and outstanding client satisfaction. Our results speak for themselves—trusted by thousands, year after year.
20+
Years of Advisory Excellence
1,500+
Satisfied Clients
95%
Client Success Rate
Absolutely! We recommend tax-efficient products like ELSS Mutual Funds, Insurance Plans, and Pension Schemes that align with your goals and Section 80C benefits.
Yes. We provide both Life Insurance (Term, ULIP, Endowment) and Health Insurance (Individual, Family, and Corporate). Our advisors compare top insurers to find the best coverage for your needs.
We help you secure the best deals for:
🏠 Home Loans
💼 Business Loans
💰 Personal Loans
We handle comparisons, paperwork, and negotiations so you get the best rate with minimal stress.
We conduct quarterly reviews for active portfolios and annual reviews for long-term plans. You’ll also receive periodic updates and insights from our team.
You’re always in control. We’ll help you redeem or modify your portfolio instantly through our online tools or via direct AMC links — no middleman delays.
It’s simple! Just book a free consultation with our team. We’ll understand your goals, explain the right investment options (Mutual Funds, SIPs, Insurance, etc.), and help you start — even if you’ve never invested before.
You can start small — as little as ₹500 per month. The goal is consistency, not big amounts. Over time, your SIP grows with the power of compounding.
Not at all! You can complete everything online — from KYC to investment setup. However, if you prefer an in-person meeting, we’re always happy to welcome you at our Pune office.
Yes. All investments are made through SEBI-registered Mutual Fund houses and regulated financial institutions. You always hold ownership of your investments — we simply help you manage them better.
Transparency is our core value.
For Mutual Funds, we earn a small trail commission from AMCs.
For advisory or financial planning, we charge a flat or percentage-based fee, clearly discussed before you start.
No hidden costs — ever.
