DEV PARIKH

Deepmala Investments•Vadodara

E201- SHUKAN AROMA, SANGAM CHAR RASTA, KARELIBAUG, VADODARA,

Vadodara, 390018

E201- SHUKAN AROMA, SANGAM CHAR RASTA, KARELIBAUG, VADODARA, Vadodara, 390018

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About

Dev Parikh, a 23-year-old Mutual Fund Distributor based in Vadodara, Gujarat, India, boasts a rich familial background in finance spanning 17 years, coupled with five years of personal experience. Qualified Personal Finance Professional certificate, Dev is passionate about guiding clients towards financial success. His expertise lies in strategic investments and personalized financial advice, grounded in principles of transparency and integrity. Beyond his professional commitments, Dev is actively involved in community initiatives promoting financial literacy. With his proactive approach and unwavering dedication, Dev is set to make lasting contributions to the financial industry while empowering individuals to secure their financial futures.

Practice at a glance

Years of Experience

500

Families Served

₹70

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Founders & Entrepreneurs, Armed Forces, Government Staff

Language Spoken:Hindi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with DEV PARIKH.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check