About Us

Myself Anil Patel having a degree of CERTIFIED FINANCIAL PLANNER, the highest certification in personal finance, recognized in 26+ countries. More than 20 years of experience as key personal in the banking and financial services sector.

Currently working as a Self-employed professional & Chief Financial Planner of M/s Akshar Financial Services at Surat.

We are servicing people to step up towards “Financial Freedom” & make them a real experience of Healthy, Wealthy, and Happiness in life. Have a vast experience with leading brand HDFC Bank Ltd. as a Senior Branch Manager for 9 Years, 5 years with local Co-Op. Banks and 5 Years with Essar Steel Ltd. Also keen interested in goal-based financial planning, provide need-based solution & give utmost satisfaction to the customer

It’s my hobby and passion to help people in the field of personal finance. We believe that proper financial planning, disciplined expense behavior, investment in the right asset class & stay invested long term in the financial sector, will lead us to achieve our goals in life & wealth creation. We are keen to help people to minimize the impact of any financial hurdles in life, to achieve financial freedom and true happiness in life.