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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

21/08/2025

No GST on life, health insurance premiums soon? Here's what it means for you

A proposal has been made to exempt premiums for life and health insurance from Goods and Services Tax (GST), a move that could bring down costs and boost insurance penetration.

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29/07/2025

ITR marked invalid due to tech glitch? Income Tax Dept issues THIS big relief for taxpayers

The move comes in response to grievances received by the Centralized Processing Centre (CPC) in Bengaluru, which highlighted that returns from various assessment years were wrongly invalidated due to system glitches.

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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