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1) Financial Planning Articles
2) Investor Communication Letters
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4) My short stories
5) General Articles
 
Testimonials
Name: Ashish Mahto
November 2016
 
"Anandbhai has been handling mine and my brother's investments since the last few years. Whenever we have any investible surplus we contact him for investing our money".
 
Name: Durgesh Merchant
Allscripts Baroda
November 2014
 
"Anand is a professional consultant. He is quick in terms of guidance. He is qualified, he is naturally build to suite his role very well. If somebody will ask me for an option for investment Anand is the name I will recommend.".
 
Name: Paritosh Vyas
Aum Advertising and Marketing, Vadodara
January 2014
 
"Anand has been managing my investments since the last 5 years. Depending on the taxation and time horizon he suggests me ideal investments where i should invest."
Name: Dr. Rohit Oza
Partner: Baroda Clinical Laboratory
Date: 5th Aug, 2013
 
“Anand has been guiding us on the new aspects of financial planning since 2005.  Whenever we have spare funds, we contact him for guidance on investment opportunities.  All his replies are well thought out after taking into consideration our tax slabs, time horizon for investment, risk tolerance for particular investments.”
 
Name: Hardik Shah
Location: U.S.A
Date: 5th Aug, 2013
 
“I have known Anand for over 15 years and Arya Advisory Service has managed my offshore investments for last 3 years. I am very pleased with the service because Anand has no ties to large financial institutions enabling him to give unbiased financial advice. Furthermore, his approach is to provide a financial plan that aligns with my retirement goals, risk profile and lifestyle rather than providing off the shelf prepackaged financial products. I'd recommend Arya Advisory Service to anyone looking for a reliable financial advisor.”
 
NAME: Ajaykumar Anantrai Upadhyay
Occupation: Service @ Sun pharmaceutical Industries Limited.
City, Country: Ankleshwar , India
Date: 6th Sep, 2011
 
What are your views for us?

" Value addition on investment thought at appropriate time"
 
NAME: Urmish Devendra Shah
Occupation: Service
City, Country: Kuala Lumpur, Malaysia
Date: 7th Sep, 2011
 
“I find ALERTS from Anand very valuable and at times thought provoking for financial planning. Most importantly the investment suggestions are tailored to the individual needs. The response for any query is prompt. It is different matter that personally I am not able to act with equal promptness on the advice provided.”
 
NAME: HIREN BHATT (C.A.)
Occupation: Banker
Location: Mumbai, India
Date: 18th Sep, 2011
 
" I know Anand since our school days. Due to lack of time and confusion created by media channels technical analysis, I was not able to time my equity purchases. I was introduced to SIP's in equity mutual funds and asset allocation by Anand to stop worrying about my savings and regularise my investment patter in 2010. Anand has been guiding me with his views and since then I have started on SIP's and investing in gold funds, debt funds, fixed deposits as an overall part of my asset allocation so as not to worry about risk from any particular asset."
 
Name: Himanshuben R. Bhatt
Ocupation: Asst. Director at S.R.Bhatt & Associates
City: Ahmedabad, India
Date: 22nd Sep, 2011
 
Anand, Our "Certified Financial Planner" has been managing Finance Portfolio of my four members's family for Fixed deposits,Mutual Funds & Stocks investments since last 6 years. Because of his Prompt,Reliable ,Precise services for our huge investments, even after shifting to Ahmedabad 3 years back, we have our investments routed through him through his Vadodara office. He valued client a lot and his client is his first priority in his business carrier.This is an opportunity to show my Thanks and Gratitude to Anand for his Precious services he extended to us since long time. We all wish him a Very Good Luck for his Bright and Prosperous future.
 
Name: BHAGVATI MANVANTRAM OZA,
Occupation:MEDICAL PRACTICONER,
City :VADODARA
Date: 23rd Sep, 2011
 
MR. ANAND NANAVATI- HAS BEEN MANAGING MY INVESTMENTS SINCE LAST SIX YEARS, BASED ON THE ASSET ALLOCATION AND THE TIME HORIZON AND LIQUIDITY REQUIREMENT. HE HELPS ME IN MANAGING MY INVESTMENTS.HE HAS BEEN DOING A GOOD JOB SO THAT I DO NOT HAVE TO WORRY ABOUT THE UPS AND DOWNS OF THE MARKET. I WISH HIM GOOD LUCK TO PUT HIS VALUABLE ADVISORY SERVICES FOOTPRINTS ALL OVER THE WORLD. MAY GOD BLESS YOU.
 
Name: Mainaki Shah
Occupation: Retired
Place: Vadodara, India
Date: 24th Sep, 2011
 
"Anand is managing my portfolio since the last 7 years. With his constant interaction, I have learnt to get the maximum out of my capital and not keep it idle without good reason. From him i learnt that whether necessary or not, aim should be to constantly increase capital but after following the basics of asset allocation so as to take minimum risk."
 
Stages of Life
I am young, unmarried where shall i invest ?
 
I am married & planning for a child ?
 
I am married with younger children
 
I am married with older children ?
 
How & where to invest after retirement
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