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