Jishnu World Wealth Managers is founded by Kalpesh Thaker. Kalpesh is a Certified Financial Planner (CFP CM) and International Wealth Manager. He has overall 11+ years of experience in Insurance, Mutual Fund, Portfolio Management Services and Comprehensive Financial Planning. Kalpesh helps HNIs and Senior Executives to manage their wealth. Kalpesh regularly conducts Financial Wellness Workshops.
Direct Equity
We assist clients in building long term portfolio, based on their needs. We recommend investments in Companies based on their fundamentals.
Mutual Funds
We give research based recommendations on MF schemes. We advise Equity, Debt and Hybrid MFs for Long, Medium and Short Term goals.
Insurance
We specialize on Life, Health and General Insurance services. We help you buy the right product, in a structured way.