PLAN, THEN DO
Our Services
At Birju Acharya CFP CWM, we strongly believe that investments are not just about the money, so we serve every client with a customized plan, that is altered to fit individual needs, so they can achieve all their personal and financial goals in the long run.
SMALL TACTICS
Our Approach
We provide guidance and a comprehensive financial plan that helps to manage risk, improve performance and we make certain the growth and longevity of your wealth.
PROOF, NOT PROMISES
Generate Results
Generate lucrative returns in the long term with investment options and eliminate the risk of losses completely.
WHERE CAN WE HELP YOU
Our Offerings
At Birju Acharya CFP CWM, our financial furnish advice on a comprehensive range of services in mutual funds, IPO/Bonds/FD, Model Portfolio, Baskets, and much more.
Mutual Fund Distributor
A Mutual Fund Service provides guidance and personalized strategies to help investors build and manage diversified mutual fund portfolios that align with their financial goals and risk tolerance.
Life Insurance Distributor
Secure Tomorrow, Today – Life Insurance That Plans Ahead for You.
Your dreams don’t end with you — they live on in the lives you’ve touched. Our Life Insurance Service is more than just a safety net; it’s a financial planning tool designed to protect your legacy, support your loved ones, and build a future that flourishes.
Your dreams don’t end with you — they live on in the lives you’ve touched. Our Life Insurance Service is more than just a safety net; it’s a financial planning tool designed to protect your legacy, support your loved ones, and build a future that flourishes.
Certified Financial Planning
A Financial Planning Service offers comprehensive, personalized strategies to help individuals and families achieve their financial goals through effective management of assets, liabilities, and future income. This service covers all aspects of your financial life, including saving, investing, budgeting, tax planning, retirement planning, and estate planning.
Demat A/C Planning
Demat A/C Planning Services provide expert guidance in managing and optimizing your Demat account to facilitate smooth, secure, and efficient handling of your investments in securities like stocks, bonds, mutual funds, and ETFs. These services ensure that your Demat account is set up, maintained, and used effectively, helping you manage your portfolio with ease, maximize tax benefits, and align your account management with your overall financial strategy.
GROWING WITH OUR CLIENTS
20 Years of
Experience
Have 20 years of cumulative investment and advisory experience, deep relationships across investors, regulators, corporates, and professionals. We have expertise in investment planning, insurance, mutual funds, IPO, bonds, etc. across different sectors and products. We closely work with our clients, help them grow their wealth, and make informed decisions to achieve their goals. We deliver transparency, sincerity, objectivity with our vast experience and understanding of the global financial markets.
Wealth Accumulation
Wealth Management Your Success Journey Starts Here!
Manage Financial Resources
Secure Your Future, With Better Returns On Investment
Retirement Planning
Give Future To Your Hard Earned Money!
GREAT REVIEWS FOR OUR SERVICES
Trusted by
Our Valuable Clients
Absolutely spot-on!
I have visited several investment planners but I haven't been convinced by any of them. But When I visited during 2017 Birjubhai's office at Patan and set there around two hours and impressed by his knowledge in diversified funds planning. From that day I have started to invest the money as per his advice and all of the plans like SIP, Retirement plan like Bajaj Allianze and some shares. And all these portfolios are performing well at this moment. The way of his knowledge in the money investment planning nowadays I am not asking any other financial planner whether checking their funds plan it means I can say to trust him blindly. In the future I also prefer to invest the money as per his advisory and planning. I also request other people before investing money at anywhere please take visit first Birjubhai's office then take any further decision. In short "we can get full solution regarding our financial planning at one office"
Janardan Dave
Kampala, Uganda
Best decision ever
It started with a marketing call which I didn't give much importance. But the increasing profits in my demat, made me more interested in buying MOFS services. They've already given me the returns in 2 months which they promised to give in a year. Services are very professional, behavior of my personal consultant is very nice and given that they are oldest consultants in market, the same is shown in their work.
Mr.Mayank Agrawal (Chartered Accountant)
South Africa
Saved my Business
Very good your company services and policy. I got response all time by email and whatapp very quickly. I am really happy to choose your company for investment and life security my and my family.
Mr.Akshsy Doliya (Accountant General)
Dubai
Have a call, to discuss your goals.
START YOUR JOURNEY TOWARD
INVESTMENT NOW
GET ADVICE TO MANAGE AND GROW YOUR PERSONAL FINANCE IN A SIMPLE WAY AS MONEY MATTERS!
WE LET THE STAT SPEAK FOR OUR SUCCESS.
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Satisfied
Customer Base
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Countries
Around the World
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Years
Of Experience
SEE WHAT WE DO
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OUR ANNOUNCEMENTS
Latest News
Step by Step Guide to Building Wealth and Secure Retirement Planning
Retirement planning is a crucial aspect of building wealth and securing your financial future. As we all know, the cost of living is increasing day by day and it is important to have a solid plan in place to ensure a comfortable and stress-free retirement. In India, many people do not give adequate attention to...
Stock Sip vs Mutual Fund Sip
Welcome to Birju Acharya, Today’s blog post on the comparison between stock SIP and mutual fund SIP! If you’re someone who’s new to the world of investing, you might be wondering what the difference is between these two types of investments and which one is right for you. In this post, we’ll break down the...
Income Tax Savings: Tips and Tricks for FY-2023
There are many ways to save on income tax in India, and it’s important to find the option that works best for you.
Which is the best mutual fund to start a systematic investment plan in 2023?
A systematic investment plan (SIP) is a way to invest in mutual funds through a regular, systematic process. Instead of investing a lump sum all at once, you can invest a fixed amount at regular intervals, such as monthly or quarterly.
OUR OFFICES
Get in Touch
Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from our clients.
Address
503, Shivalik Shilp 2, Opp. ITC Narmada Hotel, Judges Bunglow Road, Vastrapur, Ahmedabad, Gujarat 380054
Call us
(+91) 98251 26655
Email us
birju_acharya@rediffmail.com
OUR OFFICES
Get in Touch
Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from our clients.
Address
Bloomsbury Square,
London WC1B 4EA
London WC1B 4EA
Call us
020 7946 020
020 7996 223
020 7996 223
Email us
info@avantage.co.uk
office@avantage.co.uk
office@avantage.co.uk