Tanish Consultant - Investment & Financial Advisor

13/04/2025

Home. Career. Dreams. Wellbeing.
We invest in more than just goals - we invest in everything that makes life meaningful.
To know more about SIP visit: https://hdfcfund.com/sip

13/04/2025

13/04/2025

21/05/2021

Don't miss this opportunity. Call me for details

20/11/2017

Benefits of SIP in Mutual Fund

19/11/2017

BEWARE OF SIM-SWAP FRAUD

Information that makes your banking experience safe and hassle-free.

SIM-Swap involves a fraudster issuing a duplicate SIM card which is registered under your name. With a SIM card that shares the same number, the fraudster can stalk and save your bank related information via Mobile Banking transactions.
HERE ARE A FEW TIPS TO PREVENT A SIM-SWAP:

Enquire with your mobile operator if you have no network connectivity and are not receiving any calls or SMS’ for unusually long periods.

Contact your Service Provider immediately as soon as you receive an indication of a probable SIM-Swap.

Do not switch off your cell phone in the event you receive numerous unknown calls. It could be a ploy to get you to turn off your phone and prevent you from noticing a tampered network connection.

Register for instant alerts (SMS and E-mail) that inform you of any activity regarding your bank account.

Check your bank statements and online banking transaction history regularly to identify any issues or irregularities.

Do not share the 20-digit IMEI number mentioned at the back of the SIM card with anyone.

Do not share any SMS alerts like One Time Password(OTP) etc. with anyone

06/06/2017

https://twitter.com/KarvyInvestment/status/871962445824372736

“Want to prevent yourself from getting into a financial crisis? Well, then here are the four things that you should keep in mind.”

06/06/2017

Insurance is not equal to Investment

“Insurance is not equal to Investment” highlights the key points which show that insurance should not be treated as an investment.

Call 9819983776 or write back at [email protected] for detailed explanation.

30/05/2017

Why you need to file Income Tax Returns every year?

21/10/2016

SIP & SPOUSE

1) Our relationship with our better halves is long term. Similarly SIP is meant to be for the long term.... perpetual

2) Again, Our spouses are always with us when we are down, whatever may be the cause. Similarly SIP provides incredible support when markets are down because the equal investment buys more units.

3) During our moments of glory, our spouses allow us to enjoy our moment in the sun undisturbed as they quietly go about doing their work. Similarly when markets are on a high and as we feel very exuberant, our SIP quietly goes about doing its work.

4) Our better half is with us at every step of our life. Similarly SIP is always about regularity. It is always there with us month after month, year after year.

5) Finally, towards the end of our life's journey, the greatest wealth that we can talk about is our wife. Likewise SIP, little by little, creates the greatest Wealth for us over our life time.

Hence he/she is known as our better half. Hence saying that SIP is best for us, is no exaggeration.

Pinky Patel
Investment & Financial Adviser

23/12/2015

Tanish Consultant - Investments & Financial Advisors, an integrated financial services group offering a wide range of services under one roof to a significant clientele that includes corporate and retail investors.

With over 13 years of experience, we guide and support our clients for financial planning, re-structuring and streamlining their investments based on changing market conditions, ones risk appetite and their objectives.

We provide consulting on Investment & Financial Planning, Tax Planning & all kinds of Secretarial matters.

Investments
Insurance for Individuals
Life Insurance
Travel Insurance
Health Insurance
Personal Accident Insurance
Motor Insurance
Home Insurance
Non Convertible Debentures(NCDs)
Fixed Deposits Schemes
Capital Gain Bonds
Mutual Funds
Demat Account & Broking
PMS for individual & Company

Finance
ITR Filings for salaried & Business
Accounts & Audit
Day to day compliances for -
Service Tax,Prof Tax,VAT & TDS
Filings of -
Service Tax,VAT,TDS,IT returns
Acquiring PAN & TAN no.
All Secretarial Matters
Insurance for Business
Group Gratuity Scheme
Property Insurance
Marine Insurance
Liability Insurance
Health & Accident Insurance
Others as per requirement

Others
All types of Loans
Property Search

Connect with me for any kind of assistance.

Thank you.

Pinky Patel
9819983776
9930668948
[email protected]

05/09/2014