From a humble beginning over four decades ago to becoming one of the leading names in financial services, Team Bharat Parekh has built its reputation on expertise in Financial Planning & Risk Management. Our services span across Life Insurance, Mutual Funds, Company Deposits and Home Loans, all designed to offer clients complete financial security and peace of mind.
Operating from Nagpur and Mumbai, with a clientele spread across the country and abroad, we cater to a wide spectrum of investors—from individual clients to High Net Worth Individuals (HNIs)—by offering personalized investment solutions tailored to their unique needs.
What sets us apart is our ability to provide customized, end-to-end financial solutions—carefully analyzing every aspect of your portfolio, including security, returns, liquidity, and tax benefits. A single interaction with us can transform the way you look at your financial future. Through our path-breaking processes, seamless teamwork, and flawless execution, we have helped lay the foundation of prosperity and financial freedom for countless clients.
We constantly reinvent ourselves to stay aligned with changing lifestyles, economic shifts, and evolving client aspirations. At Team Bharat Parekh, financial planning is more than a service—it’s a holistic journey. From organizing and streamlining your existing assets, to thorough fact-finding, guiding you through the sales process, and empowering you to make informed decisions—we stand by you every step of the way.
Our doorstep services, regular portfolio reviews, and personal touch ensure that your financial journey remains smooth and rewarding. And when the time comes, our unwavering commitment extends to the most important stage—claim settlement, where we ensure care, efficiency, and trust.
At Team Bharat Parekh, we don’t just manage wealth—we help you create, grow, and protect it for generations.
Offices at Nagpur & Mumbai in the Life Insurance Corporation of India Limited premises:
CEO
Director
Manager, Operations
Business Head - Home Loan
Business Head - Mutual Fund
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