Advisory & Contact – Grow Vid Samay | Vadodara
ADVISORY & CONTACT — GROW VID SAMAY

Smart Advisory. Grow With Confidence. Financial Planning · Wealth Advisory · Investment · Business Consultancy

Expert financial advisory services backed by NISM-certified professionals — guiding individuals, families, and businesses towards long-term wealth creation and financial security.

Book Appointment Our Services
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Financial Planning
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Wealth Advisory
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Investment Advisory
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Business Consultancy
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Family Wealth
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NISM Certified
ADVISORY SERVICES

Complete Financial Advisory Under One Roof

From financial planning for young professionals to wealth management for families — our NISM-certified advisors guide you at every stage of your financial journey.

Financial Planning
Goal-based financial planning for retirement, children's education, home purchase, and emergency fund — structured roadmap tailored to your life goals.
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Wealth Advisory
Comprehensive wealth management for HNI clients — asset allocation, portfolio optimisation, and strategic wealth structuring for long-term growth.
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Investment Advisory
Research-backed investment recommendations across Mutual Funds, SIP, Fixed Deposits, Bonds, PPF, NPS, and other instruments — matching your risk profile.
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Business Consultancy
Strategic business advisory — growth planning, financial structuring, working capital management, and business expansion advisory for SMEs and entrepreneurs.
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Family Wealth Review
Holistic review of the entire family's financial picture — income, expenses, investments, insurance, tax planning, and succession planning in one comprehensive report.
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Senior Citizen Financial Assistance
Specialised financial guidance for senior citizens — SCSS, PMVVY, reverse mortgage, pension optimisation, and safe investment options with regular income focus.
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Insurance Advisory
Unbiased insurance advisory — life insurance, health insurance, term plans, and ULIPs — ensuring adequate coverage without over-insurance or wrong products.
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Portfolio Review & Restructuring
Comprehensive review of your existing investment portfolio — identify underperformers, redundancies, and restructure for better returns aligned to your current goals.
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TRUST & CREDIBILITY

The People Behind Grow Vid Samay

Qualified, experienced, and certified professionals dedicated to your financial growth — with transparency and integrity at every step.

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Bhaveshkumar Patel
Founder & Lead Financial Advisor · Grow Vid Samay
With years of experience in financial advisory, taxation, and investment planning, Bhaveshbhai Patel has helped hundreds of families and businesses in Vadodara and Gujarat achieve their financial goals. His expertise spans mutual funds, insurance, tax planning, and business consulting — making Grow Vid Samay a trusted one-stop financial services firm.
NISM Certified ARN Holder EUIN Registered IRDAI Licensed
NISM Certifications

Series V-A (Mutual Fund Distributors), Series VII (Securities Operations), and other NISM modules — ensuring professional-grade advisory standards.

ARN / EUIN Details

AMFI-registered ARN holder authorised to distribute mutual funds. EUIN registration for advisory compliance under SEBI regulations.

Professional Registrations

Registered with AMFI, IRDAI-authorised insurance agent, and empanelled with leading AMCs and insurance companies across India.

Compliance Certifications

Fully compliant with SEBI, AMFI, and IRDAI regulations — adhering to Know Your Customer (KYC) norms and anti-money laundering guidelines.

ACHIEVEMENTS & RECOGNITION

Recognised for Excellence & Service

Years of dedicated service, consistent performance, and commitment to client success have earned us recognition across the industry.

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Awards & Recognitions

Industry awards for outstanding performance in mutual fund distribution and financial advisory services from leading AMCs and institutions.

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Appreciation Certificates

Appreciation certificates from AMCs, insurance companies, and banking partners for consistent business performance and client servicing excellence.

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Contest Achievements

Top performer in national and regional contests conducted by mutual fund companies — recognising exceptional client acquisition and business volume.

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Event Participation

Speaker and participant in financial literacy events, investor awareness programs, and industry seminars — contributing to financial education in Gujarat.

BOOK AN APPOINTMENT

Schedule Your Free Consultation

Talk to our financial advisor at a time that suits you — at our Vadodara office or over a phone / video call. First consultation is completely free.

Call Us Directly

Bhaveshkumar Patel: 9825411706 / 9825811706
Samay Patel: 9825611706
Available Mon–Sat, 9:30 AM – 7:00 PM

Email Us

Send your queries to
growvidsamay@gmail.com
We respond within 24 hours on business days.

Visit Our Office

173, Vijaynagar Society, Near Mahakali Mandir, Tarsali, Vadodara – 390009, Gujarat
Near ONGC Colony, Vadodara

Office Hours

Monday – Friday: 9:30 AM – 7:00 PM
Saturday: 10:00 AM – 5:00 PM
Sunday: By prior appointment only

CONTACT US

Find Us in Vadodara

Visit our office in Tarsali, Vadodara — or reach us by phone, email, or WhatsApp. We're always here to help.

Office Address

173, Vijaynagar Society,
Near Mahakali Mandir, Tarsali,
PO: ONGC Colony, Dist: Vadodara,
Gujarat – 390009

Phone Numbers

Bhaveshkumar Patel:
98254 11706  |  98258 11706
Samay Patel: 98256 11706

Email Address

growvidsamay@gmail.com
We reply within 24 business hours.

Website

www.growvidsamay.in
Vadodara, Gujarat, India

START YOUR FINANCIAL JOURNEY

Your money deserves
expert guidance.

Whether you're planning your first SIP, managing family wealth, or growing your business — our advisors at Grow Vid Samay are here to help you every step of the way. Free first consultation.

Call: 9825411706 Send Enquiry