Our
Expertise
As a qualified CERTIFIED FINANCIAL PLANNERCM we help individuals and corporates to meet their financial goals. We engage with our clients to “prepare financial plan, execute the plan & review it periodically to ensure that financial goals are easily achieved".
We also liaison with different banks to ensure that our client get the lowest interest rates & fastest loan approvals for his loan application whether it is housing loans, working capital loans or mortgage loan.
Financial Planning
We are CERTIFIED FINANCIAL PLANNERCM & advise our clients to prepare a financial plan & invest as per financial goals only.
Working Capital Loans
Our expert team analyse the balance sheet of the company before applying for working capital loans.
Home Loan / Mortgage Loans
We have tie-up with more than 20 Banks / NBFC which can offer lowest interest rates with fastest loan approval to our clients.
Equities & Commodities
We have more than 13 years of experience in recommending investment in Equity , Commodities, Currencies market.
Who We Are
We are a professionally managed company by highly experienced management team having experience of more than 13 years in the financial field.
My Portfolio Advisor is a 100% subsidiary of Dhanesvari Commodities Pvt Ltd.
Dhanesvari Commodities Pvt Ltd was started in 2006 & is successfully servicing more than 700 clients in Gujarat since last 11 Years.
About Us
Anjal Patel is CERTIFIED FINANCIAL PLANNERCM & MBA Graduate with rich experience of 15 years in financial industry including 12 years of work experience in Asset Management Companies like Axis Asset Management Company & Reliance Capital Asset Management Company
Prior to this assignment Mr. Anjal Patel was Asst. Vice President with Axis Mutual Fund & was managing Retail Business of Gujarat Region. He worked with Axis Mutual Fund for more than 7 Years.
Anup Patel is a founding member of Dhanesvari Commodities Pvt Ltd & is successfully running the company since last 13 years with more than 700 clients in Gujarat.
He is successfully guiding clients to invest in Equities, Commodities, Currency, Commodities Hedging & is serving more than 700 clients across Gujarat.
He is a MBA Graduate from Pune University & have work experience of more than 15 years in Financial Industry.
He has also worked withMulti Commodities Exchange & Kotak Securities Ltd.
Plan Your Financial Goals
| Child Age | Years |
| Age at | Years |
| Current Cost Of | |
| Inflation | % |
| Current Investment For The Goal | |
| Return On Existing Investment | % |
| Return On New Investment | % |
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Your Output |
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| Future Cost of | |
| Future value of your Existing Investment | |
| Deficit of Which You Need To Start Planning | |
Congratulations For Planning of
Or Contact our CERTIFIED FINANCIAL PLANNERCM For Comprehensive Financial Planning @ 9586222111 .
Disclaimer:This calculation is for illustrative purposes only. Actual return may vary. Plan Your Financial Goal with CERTIFIED FINANCIAL PLANNERCM
| Age of Person | Years |
| Retirement Age | Years |
| Accumulation Age | Years |
| Life Expectancy | Years |
| Retirement Life | Years |
| Current House Expense(Monthly) | |
| Existing Investment for Goal | |
| Inflation | % |
| Post Retiremen Expected Interest Rates | % |
| Post Retirement Inflation | % |
| Expected Returns During Accumulation Stage(%) | % |
| Expected Returns On Existing Investments(%) | % |
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Your Output |
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| Post Retirement Real Interest Rates | % |
| Your Monthly Expense During Retirement Age | |
| Retirement Corpus | |
| Future Value of Existing Investments | |
| Deficit for which you need to Start Investing | |
Congratulations For Retirement Planning of
Disclaimer:This calculation is for illustrative purposes only. Actual return may vary. Plan Your Financial Goal with CERTIFIED FINANCIAL PLANNERCM
We offer Financial Services
As a qualified CERTIFIED FINANCIAL PLANNERCM we help individuals and corporates to meet their financial goals. We engage with our clients to “prepare financial plan, execute the plan & review it periodically to ensure that financial goals are easily achieved".
Meet Our Advisors
Get In Touch With Us
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Baroda Productivity Council Road,
Vadodara, Gujarat, India.
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