WELCOME TO Advanced Finmart
A reputed name for comprehensive financial and product distribution services.
We as Advanced Finmart incorporated in the year 2013 & at present having 1250+ satisfied clients.
We will help clients to achieve their Financial goals with effective & smart investment planning. We are certified with M.B.A (Finance),Wealth Manager, Mutual Fund & Insurance consultants recognized by the BSE Bombay Stock Exchange & NSE National Stock Exchange, AMFI (Association of Mutual Fund of India) ,Certified Insurance Advisor-National Insurance Academy,Pune.
We offer comprehensive financial advisory services, having highly qualified & experienced team of financial advisors.
We use our complete knowledge of tax laws , mutual fund investments & insurance in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Assisting clients in fulfilling their needs.
Our Vision & Mission
Your Dreams – Our Path
“You can dream, create, design and build the most wonderful place in the world, but it requires people to make the dream a reality”- wisely quoted by Walt Disney. We at Advanced Financial Planner, truly consider ourselves fortunate that we have the ability and desire to assist our clients in transforming their investment oriented dreams into reality by guiding them through the path paved by us. We believe in encouraging our clients to move confidently towards their dreams on the path we build so that ultimately they meet success.
This path is built bearing in mind that our clients should have a hurdle-free and comfortable journey towards their dreams. To ensure this, we strive for attaining a few essential qualities like:
- Providing a friendly atmosphere to our clients so that they may be able to clarify their matters more accurately and freely.
- We always work towards maximization of profit of our clients through our services.
- We constantly keep them aware of the development taking place in both national and international markets
- Better tax planning along with encouraging them to pay their obligations towards our beloved nation.
We firmly believe that our desired path towards success is entirely depends on the continuous progress of our clients.
Our Team
Mr. Ketan Patel
Founder
He is the independent financial mentor and sole founder of Advanced Finmart having a rich experience of over 15 years in the taxation . And Financial , Insurance services industry since 2013 which has helped him understand the nuances of this industry and serve each client with unparalleled insights.
Mrs Shila Patel
Business Development Head
She is the business development head for Advanced Finmart , having a rich experience of over 8 years in the financial & Insurance services industry, she is known for her deep understanding of the distribution practices and its challenges.
Mr.Tejas Mistry
Sales Development Head
He is the sales development head for Advanced Finmart , having a rich experience of over 7 years in the financial & Insurance services industry.
Mrs. Asmita Dhanani
Back Office Operation Head
She is the Back Office Operation head for Advanced Finmart , having a rich experience of over 8 years in the financial & Insurance services industry.
Social Responsibilities
Over and above of our professional services, we never forget to perform our social responsibilities.
Mr. Ketan Patel is serving since long to the society and making charity through NGOs. Have a look towards the overview of his contribution to the society which he believes to be his responsibility:
- He is the founder member and was the acting President of The Business Club of India, Surat for the year 20015-16.
- He was the acting secretary of Rotary Club of Surat-East for the year 2016-17
- He was the acting Club Administration of Rotary Club of Surat-East for the year 2019-20
- He was the acting secretary & Vice President of Rotary Club of Surat-East for the year 2020-21
- Now Again He is the acting Joint Secretary of Rotary Club of Surat-East for the year 2021-22
- He is acting president of ShyamSunder Scoiety, Surat for the Year 2021-22
