We offer comprehensive financial distribution services, having highly qualified and experienced team of financial distributors. 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 fast track financial solutions & thereby make people enjoy a secured retirement life.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
Why Us?
Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focus on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 27 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Core Products
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.
Leaders
The Management Team
| Management: | |
 |
Mr. Kamlesh Panchal |
| Mr. Kamlesh Panchal is the founder of Kamlesh Panchal Financial Services. He has more than 30 years of rich experience in the financial services industry. He is known for his unbiased and genuine suggestions. He has helped everyone to create wealth and also by going out of the way for many clients. He has earned clients' trust more than anything else. | |
 |
Mr. Neel Kamlesh Panchal |
| Mr. Neel Kamlesh Panchal is the next generation at Kamlesh Panchal Financial Services who is taking ahead the business. He has over 10 years of rich experience in the financial services industry. He has completed his graduation in BBI and has completed a Master of Marketing Management (MMM). He is known for his deep understanding of mutual funds, equities, and insurance. |
|
