Pathak Financial Services is a privately-owned financial advisory firm based in Surat, Gujarat, India. The company focuses on delivering personalized and quality financial services to help clients achieve their financial goals. Its core mission is to provide unbiased, research-based advice and build long-term relationships based on trust. The firm's services cover a wide spectrum, including detailed financial planning, wealth management, retirement planning, tax planning, and insurance solutions (both life and general). They also facilitate investments in various financial instruments like Mutual Funds, Fixed Deposits, Portfolio Management Services (PMS), and Bonds.

Founded in

United States