A seasoned payroll professional with 20+ years of experience, I’ve successfully managed personal finances and investment strategies for myself, my family, and close associates—culminating in my early retirement at 50. Today, I leverage that experience to coach and consult individuals on their journey toward financial independence. My mission is to empower others through practical financial education, personalized guidance, and actionable strategies that promote long-term financial wellbeing.
Practice at a glance
1
Years of Experience
40
Families Served
₹2.5
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi, Marathi, Gujarati
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-308344
IRDAI Licensed Insurance Agent (Life)
61086015
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Buy a Home
Plan Retirement
Save Taxes
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Anil Pariya, QPFP®.