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Biren Padaliya | P&G Finmart LLP | RajkotBiren Padaliya | P&G Finmart LLP | Rajkot

Biren Padaliya

P&G Finmart LLP•Rajkot,GJ
Vijay Enterprise, 3 Bhaktinagar station plot,,
Rajkot, GJ, 360007
Vijay Enterprise, 3 Bhaktinagar station plot,, Rajkot, GJ, 360007
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About

Biren Padaliya, CFP® is a financial planning professional with over 22 years of experience in investment advisory, financial wellness, and investor education. He has worked with leading institutions including Tata Mutual Fund, PGIM Mutual Fund, HSBC InvestDirect, HDFC Bank, Karvy, and NJ IndiaInvest. He is the Founder of P&G Finmart LLP, where he helps salaried professionals and families achieve financial clarity and long-term confidence through goal-based financial planning. Biren follows a client-first approach, focusing on financial wellness, behavioural discipline, and retirement preparedness. In addition to his advisory practice, Biren is an author and educator. He has written “Financial Wellness Blueprint – Roadmap to Build Dream Life for Your Family,” a practical guide designed to simplify financial planning concepts for salaried individuals and households.

Practice at a glance

22
Years of Experience
125
Families Served
₹22
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, HNI Families, Salaried Executives
Language Spoken:Hindi, Gujarati, English

Qualification Completed

CFP – Certified Financial Planner

PGDM (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-255912

APMI Registered PMS Distributor

APRN00222

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances
Children’s Goals
Plan Retirement
Build Wealth
Financial Freedom
Create Emergency Fund

Can help you buy / invest in

Mutual Funds
PMS
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Biren Padaliya.

Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
Financial Wellbeing Workshop