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About Us

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We are on a mission to educate people about financial literacy and empower them to live w financially confident and stress free life by following a scientific money management process, where we follow all the professional ethics with full integrity.

We always ensure that our clients gets the right amount of money at the right point of time through our one to one coaching process which is call financial planning in true sense

Our Story

In the year 1989 the firm was started by Shri Vasudev Thakker and Lt. Smt. Geetaben Thakker with an objective of insuring people via LIC and savings class asset of Post office and PPF, which was later on converted to Wealth Creation Firm by starting complete financial planning platform and distribution of all the financial asset class and today has crossed mark of 4600+ families under the umbrella in Anand and Vadodara City of Gujarat

Our Mission & Vision

We are on a mission to educate people about financial literacy and empower them to live w financially confident and stress free life by following a scientific money management process, where we follow all the professional ethics with full integrity

Accomplishments

We sincerely appreciate continued support and trust on us which has reflected into remarkable achievements since last 15 years and still the journey has started and keeps us motivating in improvising and achieving new heights

Our Story

In the year 1989 the firm was started by Shri Vasudev Thakker and Lt. Smt. Geetaben Thakker with an objective of insuring people via LIC and savings class asset of Post office and PPF, which was later on converted to Wealth Creation Firm by starting complete financial planning platform and distribution of all the financial asset class and today has crossed mark of 4600+ families under the umbrella in Anand and Vadodara City of Gujarat

Our Mission : We are on a mission to educate people about financial literacy and empower them to live w financially confident and stress free life by following a scientific money management process, where we follow all the professional ethics with full integrity.

Our Mission

We are on a mission to educate people about financial literacy and empower them to live w financially confident and stress free life by following a scientific money management process, where we follow all the professional ethics with full integrity.

Our Achievements

SAMRUDDHI YATRA?

(DATA AS ON 31ST MARCH 2019)

RETIREMENT 209+
EDUCATION 763+
DAUGTER'S MARRIAGE 437+
DREAM VACATION 700+
CAR 1200+
HOME 270+
TOTAL FAMILY 6700+

Mission by 2025 (Families)

1000
5000
5000
5000
8000
20000
20000

Our Family

loreum imposium

Department Heads

Tushar Shah

Associate Partner

Kamlesh Patel

Relationship Manager

Hetal Meheta

Back Office Head

Prakash Macchi

Insurance Head

Rajesh Chauhan

Equity Head

Founding Members

Megha Thakkar

IFA

Nikhil Thakkar

IFA

Geetaben Thakkar

Founder

Vasudev Thakkar

Founder

Team Members

Vijay Vaghela

Team Members

Vaidehi Patel

Team Members

Ripple Mecwan

Team Members

Rahul Solanki

Team Members

Pritesh Thakor

Team Members

Pratik Shah

Team Members

Meenaben Gohel

Team Members

Ankita Solanki

Team Members

Dhruvik Shah

Team Members