Welcome To BUILDSWORTH
Incorporated in the year 2021 as a start-up, we currently have 150 satisfied clients. We aim to help clients achieve their financial goals with effective and smart investment planning. We are certified Wealth Managers and mutual Fund and Insurance consultants recognized by the NSE (National Stock Exchange) and AMFI (Association of Mutual Funds of India).
We offer comprehensive financial advisory services, aided by a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast-track financial solutions.
Our Services
Financial Planning
Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement Planning
We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Planning
Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
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Our Philosophy
Right People To Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
Rich Product Basket
Client Centric Approach
Our Team Members
Mr. Yash ParekhProprietor & Sales Head
Rita ParekhInsurance Policy Advisor
Rajeshree PagareSenior Sales Executive
Ketan PatneBack Office Operation
