Accurate Wealth is built on a simple, core belief: to empower every individual and family to progress toward their financial goals with clarity and confidence.
As the CEO and Founder, I have dedicated over a decade to guiding clients through the complexities of investment products, insurance solutions, and the development of a structured financial journey. I initiated the Certified Financial Planner (CFP) course, administered by the Financial Planning Standards Board (FPSB), at the Gandhinagar center in 2014 with the objective of enhancing students’ competency in financial planning.
With more than 10 years of experience, my mission is to provide reliable, compliant, and transparent services. Specifically, we offer mutual fund distribution, PMS (Portfolio Management Services), alternate products, and insurance facilitation, ensuring every client receives dependable support at every step.
Our team provides product-based support and goal-oriented investment facilitation meticulously aligned with your specific financial objectives, encompassing retirement planning, securing comprehensive insurance protection for your family, and strategic expansion of your long-term investment portfolio.
We invite you to take deliberate and confident steps toward achieving your financial goals by joining the discerning individuals and families currently partnered with Accurate Wealth.
We understand that everyone has different life goals, and we provide tailored investment services to help….
Our wealth management services help our clients grow and protect their wealth. We provide expert guidance….
We help our clients maximize their returns and minimize their tax liability with tax-efficient investment….
We help our clients start saving for their child’s education and secure their future with our education….
We help our clients plan for their child’s big day with our tailored investment and financial planning….
Our comprehensive financial planning and investment services help our clients make their dream vacation a….
We do not charge you any fees; our earnings come directly from the mutual fund companies.
A complete suite of mutual fund distribution and insurance facilitation services.
We offer personalised investment product support tailored to your goals and needs.
Our approach is backed by research, market understanding, and product-specific insights.
We follow strict compliance standards and prioritize your interests at every step.
We help clients work systematically toward goals such as children’s education, retirement, major life events, and long-term wealth creation.
I was searching for the best NRI investment services and Accurate Wealth truly exceeded my expectations. Their expert team provided seamless guidance on mutual funds and NRI taxation. I highly recommend accurate wealth for reliable and professional financial solutions.
At Accurate Wealth, we provide comprehensive wealth management and insurance services to help you achieve your financial goals.
A 407, Shilp Aaron,
Sindhu Bhavan Marg, Bodakdev, Ahmedabad, Gujarat 380054
+91 992 545 0350
The Accurate Wealth logo is a registered trademark of Dr. Yash Bhatt who is director of Accurate Moneymart Pvt. Ltd.,
AMFI Registered Mutual Fund Distributor.
ARN – 272604.
Copyright © 2025 Accurate Wealth
