MBHow Manish is paid
A flat planning fee, disclosed up front. No product commissions — fee-only, conflict-free.
About Manish
With 9 years in the field, Manish works with a focused set of clients in Surat and is known for a patient, no-pressure style.
Background & experience
Founder & Principal Adviser (SEBI RIA)✓ verified
Self · IQ Commune verified
2022 – present
VP, Private Wealthself-declared
Kotak Mahindra Bank
2018 – 2022
Wealth Managerself-declared
Citibank
2015 – 2018
Who Manish works best with
Families nearing retirementHigh-earning professionalsDoctors
Areas of focus
RetirementComprehensive financial planning
Client testimonials
Client testimonials are intentionally not shown. SEBI's Investment Adviser advertising code treats every public client claim as an advertisement needing pre-approval — so ProfylPages keeps RIA profiles to verified facts only.
Trust at a glance
164+
clients served
7
verified recommendations
7.5 yrs
avg relationship
✓ INA-120700 active · no regulatory flags on record
“No regulatory flags” is the compliant stand-in for the 1-star reviews you'd scan elsewhere — a factual record check, not an open complaints board.
SEBI-Registered Investment Adviser. Registration does not guarantee performance or returns. Investment in securities is subject to market risks. Public client testimonials are not displayed, in line with the SEBI Investment Adviser advertising code. ProfylPages verifies registration and regulatory standing; it does not provide investment advice.