Our core purpose is to provide the right financial solutions to our clients ensuring they enjoy a well-planned, financially-secure life. We help clients to achieve their short-term and long-term financial goals with appropriate investment and savings products.
Our in-depth and up-to-date knowledge of Mutual Funds, Portfolio Management Services (PMS), Investment Advisory Portfolios, Bonds, and Insurance, give us a unique advantage when it comes to choosing the right financial product for our clients.
We are certified Mutual Funds and Insurance consultants recognized by the National Institute of Securities Markets (NISM), Association of Mutual Fund of India (AMFI), and Insurance Regulatory and Development Authority (IRDA).
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
OUR TEAM
Pravin Gokhe
Director, Platinum Wealth
Partnership/Association:
Motolal Oswal, NJ, India, Max Life, Niva Bupa
Bhumika Gokhe
Director, Platinum Wealth
Partnership/Association:
HDFC Life, Care Health Insurance