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CA Paresh Tapiawala | My Samruddhi Investwise Pvt Ltd | Navi mumbaiCA Paresh Tapiawala | My Samruddhi Investwise Pvt Ltd | Navi mumbai

CA Paresh Tapiawala

My Samruddhi Investwise Pvt Ltd•Navi mumbai,MH
2401 G Square Busienss Park Sector 30A(Vashi) Opp Sanpada Railway Station Navi Mumbai,
Navi mumbai, MH, 400705
2401 G Square Busienss Park Sector 30A(Vashi) Opp Sanpada Railway Station Navi Mumbai, Navi mumbai, MH, 400705
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About

My Samruddhi Investwise Pvt Ltd is involved in providing Financial services like investment planning based on financial goals n asset allocation, protection plans, retirement plans, tax planning, and emergency fund planning. CA Paresh Tapiawala having a total experience of 30+ years in the Financial sector with expertise in Capital Market, Investment Research, Corporate Finance, n Personal Finance Management, is a Director spearheading the operations of the company. Our prime objective is to become a trustworthy partner for redefining the financial future with suitable and appropriate investment and insurance products. To accomplish our MISSION of helping 10000 families to create their financial well-being, we have been conducting regularly several camps/workshops/meetings under Financial Literacy Program for investors.

Practice at a glance

35
Years of Experience
500
Families Served
₹130
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

CA – Chartered Accountant

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Home Loans
Loan Against Securities
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with CA Paresh Tapiawala.

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
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review
Loan & EMI Review