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About Us

Jayshree H Gokani

I am Financial Planner, working since last 21 Years and having vast experience In the Financial field. I have more than 1000 satisfied clients. We are well placed to help you achieve your Financial Goals

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Our Achievements

21 Yr
EXPERIENCE AS FINANCIAL ADVISOR
1000 +
HAPPY CUSTOMERS

Life Insurance

Our Strength

SOUND INDUSTRY KNOWLEDGE WITH VARIED RANGE OF PRODUCTS
BUILD TRUST AND HONEST RELATIONS THROUGH COMMUNICATION
DELIVER VALUE TO OUR CLIENTS

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Greeting Of The Day

News

01/07/2025

Aadhaar now mandatory for PAN: New rule comes into effect – know what you need to do

From July 1, 2025, Aadhaar authentication is mandatory to get a new PAN card. Without Aadhaar verification, PAN won’t be issued. Here's what you must do.

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28/06/2025

Filing ITR without any CA help? Avoid making THESE 5 costly mistakes

Filing your Income Tax Return (ITR) for FY 2024-25? The deadline has been extended to September 15, 2025. Here's how salaried individuals can file ITR without a Chartered Accountant and avoid 5 common mistakes that often trigger income tax notices or delay refunds.

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Blog

Why You Must Secure Your Retirement Income Before Interest Rates Fall Further
Why You Must Secure Your Retirement Income Before Interest Rates Fall Further
Retirement Planning
2025-06-06
Ranjan Nagarkatte Blog
Every Woman Deserves Financial Freedom
Every Woman Deserves Financial Freedom
Financial Planning
2025-03-08
Jayshree H Gokani Blog
Major Highlights of Budget 2025
Major Highlights of Budget 2025
Budget
2025-02-01
Jayshree H Gokani Blog

Testimonial

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Megha Thakkar

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Divya Chaudhary