_No Financial Products to sell
_361 degree Solution is the service we provide
_You first,in veins
_Financial Life Solutions
_Fees for Solutions
WHAT I DO: For 16+ years, I have empowered my clients to gain clarity & certainty in two questions:
(1) Is my financial status quo stable enough to meet my life commitments? If no, how big is the gap?
(2) What strategic and tactical actions do I need to take to bridge this gap AND maintain the right balance consistently, now and in the future?
HOW I DO IT:
I follow a simple proven and time-tested process:
Step #0: Non-Disclosure Agreement + Service Level Agreement [Setting Right Expectations]
Step #1: Discover and understand the financial circumstances, needs and aspirations of the client
Step #2: Collect and collate financial data relevant to ‘Step #1’
Step #3: Organize, contextualize and analyse the gathered data to extract insights
Step #4: Create and present the Discovery Report, encapsulating the gap (if any) between ‘Where You Are’ and ‘Where You Want To Go’, to support informed decision making for the client.
Step #5: Detailed optimization plan which includes strategic and tactical recommendations that helps client progress forward, month-on-month.
Step #6: Successful Implementation Of ‘Step #5’ overcoming hidden challenges and blind spots
Step #7: Ongoing Tracking & Review [Customized]
WHY IT WORKS:
What I offer is - easy to understand and easy to apply. It’s customized as per the unique requirement of my clients. The hallmark of my service is the personalized hand-holding and support throughout the engagement.
I am proud to share that I have transitioned from selling financial products and since last 7 years offer only advisory. i.e. I don’t sell any financial products. So, my service, advice and recommendations are absolutely client centric and not influenced by any “commission” from financial product sale.
SERVICES I PROVIDE
1-on-1 personalised consulting and handholding.
ONE LINE PHILOSOPHY WE FOLLOW
Control the Uncontrollable
WHAT MY CLIENTS ARE SAYING ABOUT ME:
“When I met Viresh in 2014, I had insurance; I had Mediclaim; I had even made some investments. My first thought was - What possible value add could he do to my life? Do I really need his services? Well, it’s been 5 years since I have been a client of Viresh now. Today I can proudly say that I have created the right assets that are aligned with the way me and my family want to lead the life we desire”
(Piyush Shah, Director – Steeltouch Hardware Pvt Ltd)
READY TO TALK:
Connect with me on LinkedIn.
(1) Is my financial status quo stable enough to meet my life commitments? If no, how big is the gap?
(2) What strategic and tactical actions do I need to take to bridge this gap AND maintain the right balance consistently, now and in the future?
HOW I DO IT:
I follow a simple proven and time-tested process:
Step #0: Non-Disclosure Agreement + Service Level Agreement [Setting Right Expectations]
Step #1: Discover and understand the financial circumstances, needs and aspirations of the client
Step #2: Collect and collate financial data relevant to ‘Step #1’
Step #3: Organize, contextualize and analyse the gathered data to extract insights
Step #4: Create and present the Discovery Report, encapsulating the gap (if any) between ‘Where You Are’ and ‘Where You Want To Go’, to support informed decision making for the client.
Step #5: Detailed optimization plan which includes strategic and tactical recommendations that helps client progress forward, month-on-month.
Step #6: Successful Implementation Of ‘Step #5’ overcoming hidden challenges and blind spots
Step #7: Ongoing Tracking & Review [Customized]
WHY IT WORKS:
What I offer is - easy to understand and easy to apply. It’s customized as per the unique requirement of my clients. The hallmark of my service is the personalized hand-holding and support throughout the engagement.
I am proud to share that I have transitioned from selling financial products and since last 7 years offer only advisory. i.e. I don’t sell any financial products. So, my service, advice and recommendations are absolutely client centric and not influenced by any “commission” from financial product sale.
SERVICES I PROVIDE
1-on-1 personalised consulting and handholding.
ONE LINE PHILOSOPHY WE FOLLOW
Control the Uncontrollable
WHAT MY CLIENTS ARE SAYING ABOUT ME:
“When I met Viresh in 2014, I had insurance; I had Mediclaim; I had even made some investments. My first thought was - What possible value add could he do to my life? Do I really need his services? Well, it’s been 5 years since I have been a client of Viresh now. Today I can proudly say that I have created the right assets that are aligned with the way me and my family want to lead the life we desire”
(Piyush Shah, Director – Steeltouch Hardware Pvt Ltd)
READY TO TALK:
Connect with me on LinkedIn.
View Profile - Network FP Recommended Profile Link - Financial Advisors Association Profile Link
- Linkedin Profile Link - CFP cm Viresh Patel Linkedin Profile Link
