Jitendra Solanki

Jitendra P. S. Solanki is a seasoned financial planning and wealth management professional with over a decade of experience guiding families toward long-term financial security. As a SEBI Registered Fee-only Investment Adviser, he believes that financial planning is a structured roadmap that aligns money decisions with life goals. His approach is holistic and deeply personalized, enabling individuals and families to gain a clear understanding of their financial position and move confidently toward sustainable financial well-being. Wealth management, in his philosophy, is an integral component of financial planning, centered on prudent asset allocation and disciplined investment strategies rather than short-term, speculative outcomes.

Since beginning his entrepreneurial journey in 2010 as a Financial Adviser, Jitendra has helped more than 200 families from diverse backgrounds across the globe achieve their money and life goals. He is a strong advocate of asset allocation as a tool for stability and peace of mind, and he firmly rejects the “get rich quick” mindset. His guiding belief—“If you can plan your financial journey today, you can secure your future tomorrow”—is reflected in the long-term relationships he builds with clients and the clarity he brings to complex financial decisions.

In addition to one-on-one advisory work, Jitendra has conducted over 500 workshops and webinars on money management for families, children, and working professionals. Notably, he has led more than 100 specialized workshops exclusively for families of children with special needs, educating over 1,000 families on critical financial and legal aspects. An Investment Adviser, CFP professional, and Estate Planner, he also brings his insights to a wider audience through his authored book, which reflects his deep understanding of family-centric financial planning.