About Us

Team Financial Services specializes in future financial goal planning for Retirement Planning, Tax Planning, and Investment with future financial goals like Child education & marriage, New Home and Car Purchase. Our goal is to help and educate our clients and provide them with the information and resources they need to take control of their financial future and have confidence and peace of mind in their future life.

At Team Financial Services we'll help you create a comprehensive financial strategy that addresses all of your needs from future financial needs with proper risk, successful investment strategies, tax minimization, and Social Security benefit planning and even planning for the unexpected contingency financial requirement.

Mission

We are on a Mission to Educate People about Financial Literacy Agenda For Mass Empowerment and Empower them to Live a Financially Confident and Stress-Free Life Through Our Scientific Money Management Process.

Vision

To become the Our Client Freedompreneur.

About Our Team

Piyush Patel

Piyush has been in the financial services industry for over 15 years, As a CFP and as an Independent Investment and financial service provider. Piyush has dedicated his career to helping his clients create sound financial strategies that are designed to provide confidence and peace of mind in future financial goals. 

Piyush’s mission is to help Investors and soon-to-be-Investment take control of their financial future and make the best decisions possible for them and their beloved ones. As Piyush is often heard saying "if you don't have a plan, then whose plan are you following? The IFA's? The Social Security Administration?"

Piyush’s background and education as a BBA with a Finance, his designation as a Personal Financial Specialist and Investment service provider allow him to create comprehensive financial strategies that maximize your income, reduce your taxes, and grow your assets while reducing market volatility. 

Piyush is also certified NSE’s Market professional, Mutual Fund and Insurance distributor with Authorised person of IIFL, recognized by the National Institute of Securities Markets (NISM) and Association of Mutual Funds in India (AMFI). 

Piyush takes pride in providing his clients with the security & peace of mind that comes from knowledge that you have a sound financial strategy that is designed to be defensive during times of market volatility and opportunistic during times of market growth.

Team Financial

Summary

We help our clients grow their wealth and grow their assets with our services.

We also help them:

• Save Tax

• Grow wealth by investing smartly

• Reach financial goals

• Investment with Savings

Our mission is to help our clients make investment decision by giving them advice based on their personal wealth management needs.

Products

Broking

• • Equity

  • Currency

  • Commodity

Save Tax

•  

  • Equity Linked Saving Schemes (ELSS)

  • Unit Link Insurance Plan ( ULIP )

  • National Pension Plan (NPS)

Grow Wealth

•  

  • Portfolio Management Service

  • Mutual Funds

  • Systematic Investment Plans (SIP)

Goal Planning

•  

  • Retirement Planning

  • Child Education &  Marriage Planning.

  • Car & Home Purchase Planning.

NRI Investment Services

Loans

•  
  •  

    • Home Loan

    • Mortgage Loan

    • Loan Against Securities (LAS)

    • Car & Commercial Vehicle Loan

Secure Future

•  

  • Insurance

    • Life Insurance

    • General Insurance

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.
Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Mutual funds are also classified by their principal investments as money market funds, bond or fixed-income funds, stock or equity funds, hybrid funds or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index or actively managed funds. Hedge funds are not mutual funds; hedge funds cannot be sold to the general public and are subject to different government regulations.