Brijesh Parikh

Planetwealth Financial Advisors

Registered Investment Advisor

Service Location

Ahmedabad

Professional Licenses

SEBI RIA

#INA000004492

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

E-301, POSH by Sangath IPL, Opp Zundal BRTS, Off S. P. Ring Road, Chandkheda, Ahmedabad - 382424, Gujarat.

Website

https://planetwealth.in/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Brijesh Parikh

PlanetWealth Financial Advisors was founded by Brijesh Parikh out of a deep personal conviction that every individual deserves a fair chance at financial security and dignity. He has long been moved by the struggles he witnessed around money—families trying to make ends meet, middle-class earners working relentlessly while taxes, interest, and inflation eroded their savings, and people slipping into debt despite their best efforts. His mission is grounded in the belief that everyone has the right to fulfill their dreams, access education and medical care, retire with peace, build wealth, and leave a legacy for future generations.

As Founder and CEO of PlanetWealth, he brings this purpose-driven vision to life, supported by his qualifications as an MBA, NISM-certified advisor, and SEBI-registered Investment Adviser and Financial Planner.

Under his leadership, PlanetWealth has evolved into a comprehensive financial planning and wealth management firm rooted in a client-first philosophy. With over a decade of rich and diverse experience, the firm offers personalized, professional, and objective advice tailored to each client’s unique circumstances. PlanetWealth acts as a single-source solution provider, consolidating all client investments to create a unified 360-degree financial view and crafting tax-efficient, goal-oriented strategies that balance liquidity, growth, and long-term security.

PlanetWealth stands apart for its authentic and scientific approach to financial planning, supported by in-house technology and rigorous analytical methods. As an independent advisory firm with no ties to financial product manufacturers, it remains entirely unbiased, ensuring that every recommendation is made solely in the client’s best interest. Focused on convenience, transparency, and holistic financial well-being, PlanetWealth continues to embody its guiding promise: “Your wealth, our priority.”

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