My Portfolio Services

Your Trusted Financial Partner

We are committed to empowering individuals and businesses with strategic financial planning and wealth management solutions. With a strong focus on goal-based investments, risk management, and portfolio diversification, we help you secure your financial future while maximizing growth opportunities. Whether you’re planning for your child’s education, a dream home, retirement, or corporate financial strategies, we provide excellent guidance tailored to your unique needs.

Our approach is built on the principles of financial security, disciplined investing, and informed decision-making , ensuring that your wealth grows sustainably over time. We believe that financial success is not just about earning but about managing risks, optimizing savings, and investing smartly to achieve long-term stability.

Our Founders

The Vision Behind My Portfolio Services

My Portfolio Services was founded by a team of seasoned financial professionals and
Certified Financial Planners^CM, with extensive experience in investment management, wealth planning, and insurance solutions. Driven by the mission to simplify finance and make wealth-building accessible to all, the founders bring a strong understanding of financial markets and a passion for client success.

With in-depth knowledge across mutual funds, equity, PMS, AIF, insurance, and corporate financial solutions, they craft personalized, well-researched, and strategic investment plans. Guided by their vision and commitment to excellence, My Portfolio Services continues to be a trusted partner in financial growth and security.

Mr. Anjal Patel

Mr. Anjal Patel is a seasoned financial strategist with extensive experience in wealth management, investment planning, and risk assessment. With a strong understanding of mutual funds, equity markets, and portfolio diversification, he has supported numerous clients in achieving financial stability and building long-term wealth. With 2400 million assets under Management, his expertise reflects a deep commitment to delivering results. His focus on goal-based investment strategies and retirement planning makes him a reliable resource for individuals and businesses seeking financial growth.

Key Focus Areas & Achievements:

Deep knowledge of mutual funds, equity investments, and portfolio structuring.
Specializes in goal-oriented investment planning for both individuals and organizations.
$2.4 billion of Assets Under Management
Demonstrated success in implementing strategies for wealth preservation and risk management.
Committed to promoting financial literacy and sustainable wealth-building practices.

Mr. Anup Patel

Mr. Anup Patel is a highly skilled financial consultant with a strong background in insurance planning, corporate treasury management, and strategic investment solutions. With years of experience in life and health insurance, he helps clients stay prepared for financial uncertainties. His in-depth understanding of corporate financial structures, including short-term and long-term parking of funds, supports businesses in optimizing their financial resources effectively.

Key Focus Areas & Achievements:

Focused on life and health insurance planning for both individuals and organizations
Experienced in corporate financial structuring and skilled in treasury management to optimize financial resources.
Dedicated to client-focused strategies that support long-term financial well-being.
Experienced in corporate financial structuring and efficient treasury management for businesses.

FPSB Member

Certified in global standards of ethical and professional financial planning.

Guiding Your Wealth with Global Standards

Financial Planning Standards Board (FPSB) is the global standards-setting body for the financial planning profession and owner of the Certified Financial Planner certification outside the United States. FPSB develops, promotes, and enforces professional standards in financial planning to benefit the public and ensure that clients receive competent and ethical advice. With member organizations in over 25 territories, FPSB aims to build a global community of trusted financial professionals.

As a certified member of FPSB, I adhere to its rigorous standards of competence, ethics, and ongoing education, committed to providing clients with personalized and high-quality financial planning services.

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Key Benefits of

The Certified Fiancial Planner Certification

Certified Financial Planner^CM credential is a globally trusted mark of excellence in the financial planning industry. It not only validates your expertise but also opens the door to long-term professional growth and client trust.

Delivering Honest and Reliable Financial Support

Certified Financial Planner^CM professionals guide individuals with integrity, helping them make informed and trustworthy financial decisions.

Turning Life Goals Into Achievable Plans

We help people align their income, savings, and investments to pursue dreams like home ownership, education, or a peaceful retiremWe

Raising Financial Awareness Across Communities

Through simplified and practical money guidance, Certified Financial Planner^CM professionals contribute to a more financially aware and confident India.

Creating a Foundation of Financial Stability

By promoting smarter financial habits, We help families build lasting security and peace of mind.

Protecting What Matters Most

Whether it's family wealth, emergency preparedness, or managing uncertainty, Certified Financial Planner^CM professionals support people through life's financial ups and downs.

Our Goals

Your Success, Our Commitment

At My Portfolio Services, our goals align with your financial aspirations.
We aim to:

Simplify financial planning: with easy-to-understand and transparent investment solutions.
Help individuals achieve life’s milestones: through structured, goal-based investments.
Provide businesses with corporate financial solutions: to manage cash flow, optimize investments, and enhance profitability.
Ensure financial security: by promoting the importance of life and health insurance.
Create sustainable wealth growth strategies: for long-term financial independence.

Every investment decision is backed by research, analysis, and a commitment to helping you achieve your short-term and long-term financial goals with confidence.

Sustainability

Investing for a Better Future

We believe in sustainable and responsible investing, ensuring that our financial strategies align with long-term economic and environmental stability. By promoting diversified investments, risk management, and financial education, we help clients make ethical and forward-thinking investment choices that secure not just their future but contribute to a financially stable society.

Our investment approach includes:

Long-term, stable financial planning: that sustains wealth across generations.
Ethical Investment options: that prioritize responsible financial growth.
Encouraging insurance and risk management: to safeguard wealth and assets.

By integrating sustainability into financial planning, we help clients achieve prosperity while making responsible financial decisions for the future.

Our Philosophy

Smart Investing, Secure Future

Our philosophy is built on trust, transparency, and long-term financial well-being. We believe that wealth creation is a journey that requires a disciplined approach, risk management, and informed decision-making.

Risk Management: A well-balanced portfolio is the foundation of financial success. We ensure your investments align with your goals while managing risks effectively.
Saving is Investing: True financial growth starts with smart savings. We help clients turn savings into investments that yield meaningful returns.
Financial Independence: Our goal is to help clients achieve financial security so they can enjoy life without money-related stress.

At My Portfolio Services, we don’t just manage money; we help you build a future of financial confidence and stability.