Sachin Parekh

Save N Protect Financial Planners

Certified Financial Planner

Service Location

Mumbai

Professional Licenses

FPSB

#IN150228

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

A/504, Om Divya, Near Sona Shopping Center, Trikamdas Road, Kandivali West, Mumbai - 400067

Website

https://www.snpfp.com/

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Sachin Parekh

Sachin S Parekh, a CERTIFIED FINANCIAL PLANNERCM and AMFI Registered Mutual Fund Distributor, offers comprehensive financial planning services encompassing retirement planning, tax planning, and estate planning.

With CFPCM designation from the Financial Planning Standard Board India, Sachin provides unbiased investment advice and creates personalized financial plans tailored to clients' goals.

Save N Protect Financial Planners emphasizes the importance of understanding clients' objectives and offers expertise in optimizing investments, tax planning, and insurance.

Their fee-only and independent approach ensures customized plans without hidden agendas, delivering long-term benefits and financial growth.

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