Over three decades in financial services have taught me one thing: real money management begins with listening.
After 13 years with Standard Chartered Bank, I started my own practice in 2002 to help people make sense of money and make the right financial decisions that fit their lifestyle and needs.
I had seen firsthand how financial decisions, especially during moments of change, could either empower or overwhelm. I wanted to be the kind of guide who brings clarity, not confusion.
Over the years, I have worked with individuals and families facing retirement, job changes, health issues, inheritances, and other life transitions. No two journeys are the same. That’s why we focus not on trends or products, but on what truly matters to you.
We believe money is not just about returns. It’s about peace of mind, choice, and security.
If you are seeking unbiased financial guidance rooted in experience and empathy, let’s start a conversation.
Practice at a glance
25
Years of Experience
100
Families Served
₹0
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
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, HNI Families, Doctors
Language Spoken:Hindi, Marathi, Gujarati, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
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
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Global Investing
Mutual Funds
PMS
SIF
AIF
Complimentary Services
Get any of the free services to experience working with Tejal Gandhi.