# Wealth Management
Finacrest Wealth - Tailor-Made Financial Solutions Since 2006
Finacrest Wealth thrives as a full service investment firm, offering a personalised approach to money management. By virtue of our client specific business philosophy we have withstood the test of time in unpredictable, complex & ever evolving financial markets. It is this stability & commitment that has afforded us an enviable reputation as a client focussed investment management firm.
Since no two people are the same, the investment advice offered to each person has to be unique taking into consideration the individuals aspirations, goals & risk perception. As wealth managers it is our focus to understand our client profile through continuous interaction and then provide them with solutions tailor made to their investment needs.
Finacrest Wealth serves individuals, families, small businesses, corporate executives & non-profit organisations. Our goal is to build long term relationship with each and every client we serve.
Clients choose to work with Finacrest Wealth because we offer seamless integration of Financial Planning, Investment Management & Risk Mitigation through Insurance Products for each of our clients. We take time to understand their life goals and draw out plans to fit their investment needs and regularly monitor and fine tune the plan. Above all else we are the Financial Advocates for our clients who entrust us with their investment & retirement planning needs.
Meet Our Team
Deepti Patel
Wealth Manager
Deepti Patel
Wealth Manager
Savak Patel
Chief Executive Officer
Savak Patel
Chief Executive Officer
Financial Reports
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