ABOUT US

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Who We Are

Welcome to BEYOND WEALTH where Dreams Inspires to Excel.


BEYOND WEALTH was founded by Mr. Prashant Thakkar and Mrs. Parul Thakkar with a focus on building long-term relationships based on trust, integrity and professional service. With experience in the financial services industry since 2002, we have been associated with clients and their financial requirements over the years.


BEYOND WEALTH is engaged in the distribution of financial products and services, including Mutual Funds, AIFs, Bonds, NCDs, Company Fixed Deposits, GIFT City products, Loans, Health and Term Insurance, and Will Writing.

Our focus is on providing transparent information, professional service and ongoing support while maintaining high standards of integrity and professionalism.

Vision

» Client Satisfaction
» Commitment to Excellence
» Transparency and Professionalism

Mission

» Client-Centric Approach 
» Empowering Clients to Invest Wisely 
» Treat Every Client as We would like to be Treated

Our Values

» To act with Honesty, Integrity and Professionalism while keeping our Clients' Interests at the forefront of everything We do.

Our Philosophy

» Invest with Purpose Build with Discipline Live with Confidence

For us what really matters the most is The number of lives we have managed to transform and We still have a long way…

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