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Company Profile

We Naitik Financial Services formerly known as Vipul Investment was established in 1986 by Jayantilal Shah & are engaged in serving Investors since last 3 decades , by 2009 we had 2nd generation in business with Pinakin Shah who is CFP (Certified Financial Planner) has join the business with & Jaynam ( MBA-Mktg) in 2016 , we are process driven firm so at every level you find someone ready to help you.

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We consider this profession a truly noble one as we can bring some positive changes in the life of families with whom we are associated with through proper management of their finances & help them achieving theirfinancial goals through proper planning.

We all knew that “Health is Wealth” but we also believe “wealth is also a health” because improper management of your Wealth may harm your Health in form of financial stress but many people don’t pay proper attention on both the thigs although they knew both are very important , so we consider our self as Wealth Doctor & try to diagnose before prescribing any financial product.

In every aspects of life we seeks advise from professional person of that field like Chartered accounted for accounting, Lawyer for legal issues , different doctors for health issues , architect & interior for home but do we have family financial advisor on whom you& your family canrelay on ? we at Naitik Financial Planners are there to fill this GAP in your life & we are confidant that will bring positive change in life of the investors who believe in us.

VISION & MISSION

Our mission is to spread financial literacy amongst the society & help individual families to achieve their financial goals.
We strongly believe that we can bring some positive changes in life of many families with whom we are associated with & that’s the only reason we are in this Nobel profession& we consider ourselves as Wealth Doctor.

CORE VALUES

Ethics mattes most that’s way we are Naitik Financial Services , client first approach &Service Is Priority.

Who we are?

We at Naitik Financial Services strongly believe Ethics (Niti) is the most important part of everything you do in life& being Naitik (Ethical) is the only way to lead happy life so we have upgraded our self as Naitik Financial Solutions from Vipul Investments & our tagline is “Ethics Mattes Most” not only the name we have also set such processes in our organization that right product goes to right investor& we serve our client until their goal is not achieved.

“Money saves, Money savers” so we are very keen to educate & encourage people to cultivate habit of saving & then convert their savings to investment for wealth creation & before giving any product to any investor we analyze their needs , goals , risk taking abilities so we can provide them the right solution.
Service Is Priority is the mantra of our organization so we are also SIP Centre.

We believe that technology is the way ahead so we have association with NSEMF platform so all the transaction will be paperless as well as time bound. We also had mobile app to access all your mutual fund investment on the go.

we have presence across social media & also had a YouTube Chanel where we update videos for investor education on regular basis.

Pinakin Shah