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Samit Jhaveri Financial Services has been in the financial industry for over 20 years. “We believe it’s never too late to start financial planning. The sooner you start the better it gets”. We are highly motivated and focused in our endeavour to provide Financial Services. We believe in clear, simple yet effective financial solutions in the complex financial markets. We seek to create wealth over time and offer various investment avenues under one Roof. We have a strong front and backend team to assist our clients.
Financial planning is basically looking towards the future, specifically at building the kind of corpus and financial security you would like to have and being able to afford the lifestyle you want to live. A Financial Planner is as important as your family physician and therefore, rightly called the FINANCIAL DOCTOR.
23
Years Of Experience
1000+
Happy Customers
20+
Our Associations
15+
Investment Avenues
Latest News
Equity Markets and the sudden growth of investment opportunities
The current financial year has seen a lot of movement in the market, and globally.Read More
Save on taxes and grow your investments at the same time
Investments are essential for everyone, and to sustain and plan for the future, one must.Read More
Come out of this pandemic with a strong financial plan
The ongoing pandemic has taken its toll on the emotional and physical well-being of people.Read More
What Our Clients Say
Suneel M Advani
Chairman Emeritus, Blue Star LimitedSamit Jhaveri has been a financial advisor to me for some years. I have found him to be knowledgeable, honest and reliable. Samit is always trying to better himself and his knowledge. He meets his commitments. Samit is always very presentable and a good communicator. I unhesitatingly recommend Samit Jhaveri as a financial planner and advisor.
Aditya Vikram Somani
Somani Family OfficeI’ve known Samit for around 25 years, and professionally for 15 years. His understanding of one’s risk profile and his stock picks are excellent. His advice on financial and property matters is sound and reliable. I trust him for his honesty, transparency and diligence.
Harshad F Shah
Shah Family OfficeFor about past twenty years, I and my family have been investing in Mutual Funds. Mr. Samit Jhaveri has been my Investment Advisor all throughout. Samit Jhaveri’s unique insight and knowledge in the field of investment in Mutual Funds, Equity & Debt, have been very helpful in building up our Portfolios and the monetary growth of my family’s investments. Besides, Mr. Samit Jhaveri is always available, in person or on the phone for any consultations. The Software developed by Samit Jhaveri is very user friendly and gives full, up to date information, 24 X 7, on any and every aspect of one’s past and present investments! I wish Mr. Samit Jhaveri and his Team all success in his future endeavours.
