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.