Dishit Parekh has earned some of the industry’s highest designations to ensure that clients receive the comprehensive advice they need. Dishit completed his Graduation in Commerce, is a Chartered Accountant and is also a Certified Financial Planner with the Financial Planners Standards Board (FPSB). His native is Bhavnagar and is staying in Ahmedabad since 2010.
Numbers have always fascinated him, Balancesheet and Profit & Loss then, people and then dreams now.
Dishit is in the Financial Services since 2014, founded Foresight Financial Advisory in 2019.
Foresight Financial Advisory is an Ahmedabad (Gujarat, India) based Financial Planning and Advisory firm offering Investment and Insurance Advisory
Practice at a glance
10
Years of Experience
200
Families Served
₹9
Crores Managed
Practice Details
Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Business & SME Owners, HNI Families, Salaried Executives
Language Spoken:Hindi, Gujarati, English
Qualification Completed
CFP – Certified Financial Planner
CA – Chartered Accountant
Licenses Held
AMFI Registered Mutual Fund Distributor
arn-104464
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
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
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities
SIF
Complimentary Services
Get any of the free services to experience working with Dishit Parekh.