Nikunj Patel
QPFP®| Retirement Planning Expert Helping 300+ Families Achieve Financial Freedom | Mutual Funds | SIP Planning | SIF | Insurance | Tax Planning | 💰 Money Coach 🎯 | Rajkot
- Role
- Cluster Manager at Digi-Finmart Pvt Ltd
- Location
- Rajkot, GJ, IN
- LinkedIn followers
- 500 followers
About Nikunj Patel
Retirement Planning Expert | QPFP® As a QPFP® and the founder of Digi-Finmart Pvt. Ltd, I\'m on a mission to help families and professionals achieve financial freedom through goal-based financial planning, SIPs, and insurance solutions tailored to real-life needs.With 15+ years of experience in banking and financial services, I\'ve successfully guided 300+ individuals and families through their financial journey. My expertise spans retirement planning, tax optimization, insurance strategy, and wealth accumulation through systematic investing.Over the years, I\'ve worked with 300+ individuals and families, helping them simplify money decisions, grow their wealth steadily, and protect their future. Whether it\'s planning for a child\'s education, retirement, or building a strong insurance foundation, I bring clarity, compassion, and a structured approach to personal finance.What sets me apart is the belief that financial planning isn\'t about selling products — it\'s about solving problems. I focus on understanding your goals, cash flows, and life priorities before recommending any investment or insurance plan.I regularly conduct Investor Awareness Programs (IAPs) and workshops to improve financial literacy in our communities — because I believe the more people know, the better decisions they make. Areas of Expertise: Retirement Planning & Strategy SIPs & Mutual Funds (including SIF - Specialized Investment Funds) Life & Health Insurance Planning Education Planning Tax Planning & Optimization Comprehensive Wealth ManagementLet\'s build a roadmap that works for your life — not just your portfolio! Reach out via DM or visit:
Experience
Cluster Manager
Apr 2025 — Present · Rajkot, IN
Education
Shree S. V. Virani High School, Rajkot
Higher Secondary School, Business/Commerce, General
Mansarovar Global University
Bachelor's degree, Business/Commerce, General
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