SURESH PATEL | BCL

About

“I am a Certified Financial Planner (CFP®) with expertise in helping individuals and families achieve their financial goals through structured planning and disciplined investing. With a focus on wealth management, retirement planning, tax efficiency, and risk protection, I work closely with clients to design personalized strategies that align with their life aspirations. My mission is to simplify complex financial decisions and empower clients with clarity, confidence, and long-term financial security.”

Practice at a glance

7

Years of Experience

120

Families Served

₹50

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings: --

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Education

Formal Education

BAF – Bachelor of Accounting & Finance

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

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with SURESH PATEL.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check