Best Financial Planner in Surat - Krizeem Financial Services
Welcome to Krizeem Financial Services, the leading financial planning and wealth management company in Surat, Gujarat. Founded in 2017 by Certified Financial Planner (CFP) Dhimant Doshi, we provide comprehensive financial planning, investment advisory, insurance services, and wealth management solutions to individuals, families, and businesses across India.
Certified Financial Planner CFP in Surat
Dhimant Doshi is a Certified Financial Planner (CFP) with IRDA License No. 00683134 and Mutual Fund ARN 88767. With over 10 years of experience in financial planning and advisory services, he has successfully helped 1000+ clients achieve their financial goals through personalized, ethical, and transparent financial strategies. As one of the most trusted financial advisors in Surat, Dhimant combines technical expertise with a client-first approach to deliver exceptional results.
Comprehensive Financial Services
We offer 50+ comprehensive financial and insurance services including Financial Planning, Investment Advisory, Mutual Funds, SIP Planning, Life Insurance, Health Insurance, Term Insurance, Critical Illness Insurance, Retirement Planning, Tax Planning, Wealth Management, Estate Planning, NRI Financial Services, Goal-based Planning, Portfolio Management, Risk Assessment, and Insurance Review Services. Our services are tailored to meet the unique needs of each client, ensuring optimal financial outcomes and long-term wealth creation.
Why Choose Krizeem Financial Services?
1. CFP Certified Professional: Led by a Certified Financial Planner with proven expertise, professional credentials, and adherence to the highest ethical standards set by FPSB India.
2. 1000+ Satisfied Clients: Trusted by over 1000 happy clients across Surat, Gujarat, and India since our establishment in 2017. Our client retention rate speaks volumes about our service quality.
3. Comprehensive Services: 50+ financial and insurance services under one roof for complete financial solutions. From investment planning to insurance coverage, we handle all your financial needs.
4. Transparent Advisory: Clear, honest communication with no hidden fees, no complicated jargon, and complete disclosure of all costs. We believe in building trust through transparency.
5. Personalized Approach: Customized financial strategies based on your unique goals, risk tolerance, time horizon, and life stage. We don't believe in one-size-fits-all solutions.
6. Long-term Focus: Building lasting wealth through disciplined, goal-driven investment strategies and regular portfolio reviews to keep you on track.
7. Free Consultation: Get started with a complimentary financial consultation to understand your current financial situation and explore opportunities for improvement.
Investment Advisory Services
Our investment advisory services cover mutual funds, SIP planning, equity investments, debt instruments, tax-saving investments under Section 80C, ELSS funds, retirement funds (NPS, PPF), and goal-based portfolio construction. We help you build a diversified investment portfolio aligned with your financial goals, risk appetite, and investment horizon. Whether you're planning for retirement, children's education, or wealth creation, our expert guidance ensures you make informed investment decisions.
Insurance Solutions
Protect what matters most with our comprehensive insurance solutions. We offer Life Insurance (term plans, endowment policies, ULIPs), Health Insurance (individual, family floater, critical illness coverage), Personal Accident Insurance, and specialized insurance products for different life stages. Our insurance experts conduct thorough needs analysis to recommend optimal coverage that provides financial security to your loved ones without over-insurance or under-insurance.
Contact Information
Phone: +91-98982-70669 | +91-77159-44908
Email: info.finance@krizeem.com
Address: 102, Anjani Apartment, Nr. Rajhans Olympia, Bhatar Road, Surat, Gujarat 395001
Office Hours: Monday-Friday 09:00-18:30, Saturday 09:00-18:00 (Closed on Sundays and Public Holidays)
Serving Surat and Beyond
While our office is located in Surat, Gujarat, we serve clients across India including Mumbai, Ahmedabad, Vadodara, Rajkot, Pune, and more. We also provide specialized NRI financial services for Non-Resident Indians worldwide, helping them manage their India-based investments, repatriation planning, and tax optimization. Book your free consultation today and start your journey towards financial freedom and wealth creation.