Abhi Kathiriya
Strategic Financial Planning Expert | Founder of Rita finserv | NISM certified | AMFI-Registered mutual fund distributor
- Role
- Founder at Rita Finserv
- Location
- Surat, GJ, IN
- LinkedIn followers
- 500 followers
About Abhi Kathiriya
As a financial planner, I help individuals and families navigate the complexities of their financial lives with confidence. My goal is to empower clients to make informed decisions, optimize their financial resources, and achieve long-term financial security.I specialize in comprehensive financial planning, including investment strategies, retirement planning, children\'s education, children\'s marriage, tax optimization, estate planning, and risk management. By understanding each client’s unique goals and values, I create tailored plans that are designed to adapt to their changing needs over time.With a commitment to building strong, trust-based relationships, I guide clients through every stage of their financial journey—whether they’re saving for retirement, purchasing a home, or planning for their children’s education. My focus is on delivering clear, actionable advice that simplifies the decision-making process and drives lasting financial success.Areas of Expertise:Personalized Financial PlansRetirement PlanningChildren\'s EducationChildren\'s Marriage Investment ManagementTax-Efficient StrategiesRisk Management & Insurance SolutionsIf you\'re looking for a partner to help you navigate your financial future, let\'s connect and start a conversation about how I can help you achieve your financial goals.
Experience
Founder
May 2021 — Present · Surat, IN
Education
VVP Engineering College - India
Bachelor of Engineering - BE
2017 — 2021
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