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Mr. Rohit Brahmbhatt (CFP)
Retirement Strategist

Rohit Brahmbhatt has more than 11 years of experience, working with retail investors and emerging corporates, serving as a financial planner. Prior to starting Financial ABCD in 2016, Rohit was a Branch Manager in a Reputed Pvt sector bank who helped his clients find the right investment option to help with their personal finance and investment strategies. He went back to school to obtain his CFP degree to allow him to follow his dream and provide further support and assistance to his investor to ensure they are able to retire comfortably.

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Rohit is a proud recipient of GUJARAT University’s MBA in Finance. He has been honored as a Guest speaker in Many corporates such as ONGC, IOC, TATA Motors, KJWW, L J commerce college & Ganpat University on Financial literacy His focus is on doctors and health practitioners & Middle management executives in the corporates.

Everyone’s economic and life situation is unique, and I keep that in mind when providing financial advice. I believe that personalized service is essential when matching clients with the right financial products and services. As a Financial Planner, I am dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs. I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial plan must reflect your personal or business situation, and so will work to highlight the financial security products that best fit your goals.

Rohit is happily married to his lovely wife Frena and has a single daughter Prisha. Away from the business, he enjoys reading and spending time at Trimandir Temple as Sevarthi. Outside of finance, Rohit enjoys keeping active with hiking, spending time with MBA Trainees, He teaches them financial fandas so that they can further spread financial awareness among the society. At Financial ABCD we provide regular internships to MBA graduates.

At Financial ABCD our vision is to open Online Financial Literacy School where middle-level corporate executives upgrade their financial literacy. Frena, Co-Founder of Financial ABCD, conducts regular programs for women empowerment of financial literacy. Rohit & Frena Conduct regular session for Pre retiree on “How to manage Finance during your 2nd Innings “ Our mission is to safeguard each and every retail investor against the misselling of financial products by various intermediaries such as Agents and relationship Managers of Bank.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Working together, we will create a plan to meet your financial goals.

Mrs. Frena Patel (Financial Coach)

Mrs. Frena Patel- Ph.d with Retirement Planning, M.B.A (Finance) with NISM Certified and having experience of more than 10 years as a finance faculty.

Dr. FRENA PATEL, Who started her career as an academician after completing her MBA (Finance) from K.S. School of Business Management. She joined Ganpat University Kherva in the year 2007. As per the need of the era and to better justify her role as a nation builder for our students she also did M.Com with Business Development from Gujarat University and MBA Marketing from IGNOU in the year 2014, She joined Ph.d in order to get in-depth knowledge of Research and Financial Industry with the subject of Retirement Saving Behavior of Private Sector Employees. Her major subjects were Strategic Management, Financial Management, Principles of Insurance, and Management etc.

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After teaching for around 2 years after doctorate in Management College she decided to start consultation in the area of Financial Planning and Investments by joining the family business of Financial Consultancy named FINANCIAL ABCD. So the journey of academics ended their and started a new journey of Financial Industry and research. She has started working as a Financial Planner and Consultant from last 9 months. At present she is handling the portfolio of around 25 to 30 Investors and also training the partners under them to develop the business. She is also giving training to those who are interested to join this field by helping them to clear the basic norms of the industry i.e. clearing the AMFI Examination and getting code in SEBI to start the business.

In future she has the vision of starting a Financial School wherein all the intricacies of Finance, Investment and Taxation will be taught to those who are interested in managing their own money with their own knowledge and skills. This weekend School will help the common man learn all the aspects of Investment and Finance on weekends or they can avail this benefit by joining online courses run by FINANCIAL ABCD.

Dr.Frena is also interested in reaching each and every ruler area of Gujarat and giving knowledge of Investment. She is particularly interested in educating every Women about how to handle their own money and not depending on their other half for the same with the motto of Every Women Should Invest.

Thus Dr. Frena has a long term Vision for Social Upliftment of common man and especially women by imparting financial knowledge as an important tool for wealth creation and Investment.

Other than above we’ve a strong network of young professionals in the field of Finance, Investment, Insurance, Taxation & Legal such as financial analysts, investment experts, tax planners, legal advisors, advocates and like, to ensure best services to our clients.