SHREE INVESTMENT || Digital Visiting Card

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SHREE INVESTMENT

SANJAY FINAVIYA

FOUNDER

9712950659

6354 320 048

SHREEINSURANCE21@GMAIL.COM

A/107,ADITYA COMPLEX,OPP. BRTS BUS STAND ,VIP CIRCLE,UTRAN,SURAT-394105

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About Us

2020

With a profound passion for empowering individuals to achieve financial success and a wealth of experience in the financial services industry, I am SANJAY PATEL, a dedicated financial planner committed to guiding clients towards their financial goals. **Comprehensive Financial Planning:** As a seasoned financial planner, I specialize in crafting comprehensive financial plans tailored to each client's unique circumstances, goals, and aspirations. From retirement planning and investment management to risk management and estate planning, I provide holistic solutions designed to build and preserve wealth over the long term. 2 times MDRT (million dollar round table USA) achiever. **Client-Centric Approach:** At the heart of my practice is a commitment to delivering exceptional service and building lasting relationships based on trust, integrity, and transparency. I take the time to listen to my clients' concerns, understand their priorities, and tailor solutions that align with their unique needs and objectives. - Personalized Attention: I prioritize each client's individual goals and preferences, offering personalized guidance and support every step of the way. - Expertise and Experience: With 5 years of experience in financial planning, I bring a wealth of knowledge and insights to help clients navigate complex financial decisions with confidence. - Proactive Guidance: I stay abreast of industry trends, market developments, and regulatory changes to provide clients with proactive guidance and timely recommendations. - Long-Term Partnership: My goal is to establish long-term partnerships with clients, serving as a trusted advisor and advocate throughout their financial journey. Embark on a journey towards financial prosperity and peace of mind with us as your dedicated financial planner.