Our Services

Financial planning provides direction and meaning to financial decisions. It allows the client to understand how each financial decision they make affects other areas of their finances.

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.

A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciation realized is shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unplanned events.

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

What we are

Investments are integral part of our life. Ranna Thakkar mission is to always make you ahead of all financial waves and having control on it. Having 9 years of experience in ASSET MANAGEMENT COMPANY understand the financial needs of clients and establish goal based approach to fulfilling the financial needs. We offers range of financial products like Mutual Funds, Portfolio Management Services, Life Insurance, Health Insurance, Bonds, Fixed Deposits. Ranna Thakkar one stop destination for all your financial and investment needs.