Our Mission
"Transforming your Financial Goals into Reality"
Our Mission
"Transforming your Financial Goals into Reality"
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"Transforming your Financial Goals into Reality"
The Importance of money management and Goal based financial Planning
The Importance of money management and Goal based financial Planning
Integrating Money Management with financial planning is essential for achieving long-term success and stability.
When these two aspects are aligned, individuals can make informed decisions, set achievable goals, and pave the way for a secure and fulfilling future.
Benefits of Aligning Money and Financial Goals
Benefits of Aligning Money and Financial Goals
Enhanced decision-making
Enhanced decision-making
Aligning Money and financial goals provides a clear framework for making strategic decisions regarding professional growth and financial stability.
Improved Satisfaction
Improved Satisfaction
It leads to a sense of fulfillment, as individuals can pursue careers that align with their passions while ensuring financial security.
Successful Life
Successful Life
Aligning goals reduces financial concerns, allowing individuals to focus on their career growth without compromising their financial well-being.
Secure Your Future: Life Insurance, Health Insurance, Business Insurance & MF Smart Investments in One Place!
Secure Your Future: Life Insurance, Health Insurance, Business Insurance & MF Smart Investments in One Place!
Life Insurance Solutions
Life Insurance Solutions
Zero-cost term insurance with all premiums back
Join 2000+ customers who trust Ashish Mehta to protect their tomorrow, today.
Health Insurance Solutions
Health Insurance Solutions
Please don't leave your health to chance. Get comprehensive health coverage with our trusted Health Insurance Plans
Wealth Solutions
Wealth Solutions
ULIP offers diversified investment options, professional management, and potential wealth growth. They provide flexibility, liquidity, and tax benefits, making investing easy for everyone. Start your journey towards financial success with a well-managed ULIP Solutions today!
Goal-based financial planning with proper risk identification and customized solutions by a certified financial professional as an Financial Doctor.
Consistently 12th Time MDRT in 2025
Meet Your Financial Coach
Meet Your Financial Coach
Dr. Ashish Mehta
Chief Life Planner
5 X MDRT | 5 X COT | 1 X TOT | 1 X MDRT+
Dr. Ashish Mehta, an experienced financial planner with a deep passion for guiding individuals and businesses toward financial success, built our firm on the principles of trust, transparency, and financial literacy. With years of experience in the industry, we have helped clients across various financial situations—whether they are just starting their investment journey, preparing for retirement, or managing wealth across generations.
A Winning Team
My Certifications & Achievements
My Certifications & Achievements
We understand that every financial decision you make today has a long-term impact. That’s why we take a holistic, client-first approach to financial planning, ensuring that every strategy is designed to support your current needs, future aspirations, and long-term financial security.
Ashish Mehta with Mr. Aman Gupta (Founder - Boat)
Testimonials
Testimonials
Mr Abhay Shah, Textile Trading Business, Surat
⭐⭐⭐⭐⭐
“Dr Ashish Mehta has been a committed financial advisor in the true meaning. All these years, we have felt that his approach is goal centric, future oriented, and genuine when it comes to financial planning. We consult him before making any financial decision. His advice has proven effective so far, and we look forward to remaining with him in the future.”
Dr Lalit Mavani, HOD in Forensic Toxicology, Vyara Homeopathy College
⭐⭐⭐⭐⭐
“I know Mr Ashish Mehta for the last 17 years as an insurance agent who is an outstanding performer in the insurance industry. He has always exceeded my expectations. He always keeps timely appointments for renewal, and never fails to explain new insurance plans. In my opinion, he is a consistently superior performer.”
Dr Samir Gami, MD Chest Specialist, Director, Unique Unity Hospital, Surat ⭐⭐⭐⭐⭐
“Ashish isn’t just my advisor, but he is like a family member without any blood relation. He cares to understand each and every financial need and recommends the best solution. He is like a one-stop solution for all my financial investment queries. I feel he works and cares for customers and gives the best advice and services regularly.”
સનત પટેલ, ડાયરેક્ટર – પારસ ટ્રેડર્સ, સુરત
(Insurance & Financial Planning – Business Owner)
⭐⭐⭐⭐⭐
"ડૉ. આશિષ મહેતા સાહેબે મને અને મારા બિઝનેસને સાચું આર્થિક દિશાદર્શન આપ્યું. તેમણે માત્ર વીમા યોજનાઓ સમજાવવી જ નહીં, પણ ભવિષ્ય માટે પૂર્ણ આર્થિક યોજના તૈયાર કરી. હવે હું શાંતિથી મારા કામ પર ધ્યાન આપી શકું છું કેમ કે મારે ફાઇનાન્સિયલ ફ્યુચર અંગે ચિંતા નથી."
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