Years of Experiences
"Dedicated To Bringing the Power of Planning"
We have been providing Professional Financial Planning, Investment Advisory, and Wealth Management services to individuals, families and corporates since 2016.
We are based in Gujarat and our clients are all over India and many NRIs from around the world.
Our aim is to help you realize your financial goals by understanding your unique needs, identifying and educating you on all the options available so you can make fully informed decisions.
Our Mission is to provide Top Class Customer Service with the best value for money, creating value for our customers. Ongoing mission “Har Ghar SIP”
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients.
Brijesh Patel has been in the Financial Planning field since 2016 and founded FINSSO FINANCIAL SERVICES, having identified that there is a lot of value to be created for individuals by providing unbiased financial advice and wealth management services.
He has been certified for Mutual Funds by the AMFI (Association of Mutual Funds of India) and the Insurance Regulatory and Development Authority of India (IRDA) for Insurance Services.
His experience includes working for international companies (Pharmaceuticals) and has a good understanding of both Indian and International markets and products. He is passionate about personal financial management, financial literacy and is a strong advocate for financial advice that focuses solely on the individual.
At Finsso Financial Services, we are a dedicated team of financial professionals committed to helping individuals, families, and businesses achieve their financial aspirations. With years of experience in the financial industry, we have established ourselves as a trusted partner in navigating the complexities of finance.
We believe in a collaborative and educational approach to financial guidance. We take the time to understand your individual circumstances, educate you about your options, and empower you to make informed decisions that align with your values and objectives.
Choosing a financial partner is a significant decision. We stand out through our dedication to your financial well-being, our unwavering commitment to ethical practices, and our track record of helping clients navigate complex financial landscapes successfully.
Join us on the journey towards financial empowerment and security. Contact us today to start a conversation about how we can help you achieve your financial dreams.
Integrity, transparency, and client-centricity are the cornerstones of our business. We believe in fostering long-lasting relationships built on trust, and we approach every client interaction with the utmost professionalism and ethical conduct. Our commitment to putting our clients' needs first guides every decision we make.
We are experts in diverse financial disciplines, including investment management, retirement planning, tax strategies, and risk management. This breadth of knowledge allows us to offer a comprehensive suite of services tailored to meet the unique needs and goals of each client.
We create personalized financial roadmaps that encompass your short-term objectives and long-term dreams. Our holistic approach ensures that your financial plan aligns with your aspirations while accounting for potential challenges.
Navigating the ever-changing landscape of investments can be daunting. Our experienced advisors provide guidance, helping you make informed decisions that are aligned with your risk tolerance and financial goals.
Planning for retirement requires careful consideration of multiple factors. We assist you in creating a retirement strategy that allows you to enjoy your golden years without financial worries.
Life is full of uncertainties, and we are here to help you mitigate financial risks. From insurance solutions to emergency funds, we ensure you are prepared for the unexpected.