Welcome To Thakkar Associates
Incorporated in 2019 and at present having about 100 satisfied clients across geographies, age groups and professions. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide financial solutions & thereby make people enjoy a secured retirement life.
Why Us
01
Vision
02
Process
03
Delivery
Our Achievement
Our Team
| Management: | |
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CA Dipti Bhate Thakkar QPFP(R) |
| Ms. Dipti is the founder of Thakkar Associates. She has over 15 years of experience in the financial services industry. A Chartered Accountant by profession with over 15 years of experience in taxation. She is also a Qualified Personal Finance Professional (QPFP(R)). She is meticulous and disciplined in her approach and is passionate about helping her clients achieve their financial goals by inculcating financial discipline. Her tax expertise is an added advantage that her client's experience. | |
