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Sr. No.: Paras Parish Financial Advisory Services Limited Great Western Building, 1st Floor, 130132, Shahid Bharat Singh Mary, Near Lion Gate, Fort, Mumbai 400 001. INDIA. Tel. 91 22 6140 6555 (7
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To fill out the Parag Parikh Financial Advisory form, you need to follow these steps:
02
Visit the official website of Parag Parikh Financial Advisory.
03
Click on the 'Forms' section.
04
Find the 'Parag Parikh Financial Advisory Form' and download it.
05
Print out the form and fill in your personal details, such as name, address, contact information, etc.
06
Provide the required financial information, including your income, assets, liabilities, and investment objectives.
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Read the terms and conditions carefully and sign the form.
08
Attach any necessary documents, such as identity proof, address proof, income proof, etc.
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Submit the filled form along with the supporting documents to the Parag Parikh Financial Advisory office either in person or through mail.
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You may also need to make the required payment for availing the financial advisory services, if applicable.
11
Wait for the confirmation and acknowledgment from Parag Parikh Financial Advisory regarding your form submission.

Who needs parag parikh financial advisory?

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Parag Parikh Financial Advisory is useful for individuals or entities who require professional financial planning and investment advice.
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Individual investors who want to achieve their financial goals and need help in creating a personalized investment plan.
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High net worth individuals who have complex financial situations and require expert guidance in wealth management.
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Individuals planning for retirement and need advice on retirement planning, pension funds, and other long-term financial goals.
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Young professionals who want to start saving and investing for their future and need guidance in financial decision-making.
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Those who are looking for professional portfolio management services and want experts to handle their investments.
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Trusts, foundations, and non-profit organizations that require specialized investment advice and fund management.
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In short, Parag Parikh Financial Advisory caters to a wide range of individuals and entities seeking professional financial advice, planning, and management.
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Parag Parikh Financial Advisory is a financial advisory firm that provides investment management services to clients.
Clients who have invested with Parag Parikh Financial Advisory are required to file the necessary documents and reports.
To fill out Parag Parikh Financial Advisory forms, clients need to provide their financial information and investment details.
The purpose of Parag Parikh Financial Advisory is to help clients manage their investments and achieve their financial goals.
Clients must report their financial holdings, investment performance, and any changes in their financial situation.
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