Sonesh N Dedhia, a certified financial planner and post graduate in finance, is the Founder & CEO with experience of more than two decades in the financial services industry. He started his career with distribution of products and slowly pivoted to setting up a successful fee only investment advisory practice over the past few years.
“We want to help every client of ours become wealthy, predictably.”
“In the age of extreme volatility, global impacts and unpredictable inflation, financial planning and strict implementation of the plan is the only way to become wealthy in a predictable manner. Manek will always promote this way of investing. Investment on an ad hoc basis leads to asset creation but not necessarily wealth creation.”
Definition of wealth
What shows that a person is wealthy:
‘When somebody can sustain his lifestyle without earning from his job/ business, he can be called wealthy. How long can he sustain that way shows how wealthy he is.’
Transparency in all dealings
Focus on the client’s life needs and opportunities