What We Do

Assessment

Assessment

Get customized guidance across investments, expenses, insurance, loans, estate planning, and taxes.
Executionn

Executionn

Implement your customized guidance by buying all the recommended financial products on one single platform.
Planning

Planning

Track your journey and review/rebalance your investments to make sure they are aligned with your needs.
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Welcome To Thakkar Associates

At Thakkar Associates, our mission is to provide our clients with the best solutions for wealth creation and wealth management. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to the quality of their life and results in actionable solutions.

Thakkar Associates offers services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products, and that they make proper progress toward achieving their financial goals in life.

Our Products

Mutual Funds

Mutual Funds

A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.

Equity and ETFs

Equity and ETFs

Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.

NPS

NPS

The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.

PMS

PMS

PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.

Loan against MF

Loan against MF

A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.

Insurance

Insurance

Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

Clients Testimonials

I have been working with Dipti for more than 2 years now and have been thoroughly impressed with her level of expertise and commitment to her clients. She has helped me make informed decisions, create a solid financial plan and made sure I was on track to reach my financial goals. Her knowledge of the market has resulted in significant growth of my investments. I highly recommend Dipti to anyone seeking professional and trustworthy financial guidance.
Apoorv Verma
Apoorv Verma
Pune
We have been working with Dipti for 3 years and I have been extremely impressed with her knowledge, professionalism, and dedication to help us reach our financial goals. She has provided us with sound investment advice, helped us create a solid financial plan, and regularly reviewed our portfolio to ensure that we are on track. Her attention to detail and commitment to the clients is unparalleled. We highly recommend Dipti to anyone looking for expert financial guidance.
Sushma & Aditya Verma
Sushma & Aditya Verma
Pune
We were unknowingly getting into mid-life financial crisis with no in-hand savings due to EMIs, higher education of our elder daughter, Rushali’s PhD Fees and the need to move to a bigger home. Our existing investments were in real estate and traditional insurance policies which were not directly related to equity market.
Rushali & Ritesh
Rushali & Ritesh
Mumbai
Dipti has been a family and financial advisor for more than 3 years. We have been fortunate enough to have her as a financial advisor, as she has not only helped us understand the significance of investment planning but has also guided us through the diversification of our portfolio. She has made us change our thought processes and lead a life without worrying about future financial uncertainties. We Thank her and look forward to strengthening this relationship to achieve our financial goals.
Juily & Prashant Deshpande
Juily & Prashant Deshpande
Pune

Latest From Our Blog

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Let’s Contact
with Us

Address
Thakkar Associates
Office Address:
203 Emilia, Nyati Meadows,
Opp. St. Arnold’s School,
Wadgaonsheri, Pune 411014,
Maharashtra.
Phone
(+44) 911-554-1238
Email
contact@myfirm.com
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At Thakkar Associates, our mission is to provide our clients with the best solutions for wealth creation and wealth management. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to the quality of their life and results in actionable solutions.

Our Products

Useful Links

Quick Links

Contact Us

Thakkar Associates
Office Address:
203 Emilia, Nyati Meadows,
Opp. St. Arnold’s School,
Wadgaonsheri, Pune 411014,
Maharashtra.

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