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Saurabh Laddha

Financial & Wealth Management • Mutual Funds & Insurance • Investment Advisory • Retirement Planning
Very responsive
8 years exp
60+ clients
Speaks English, Hindi, Marathi, Gujarati
Saurabh Laddha
I help you achieve financial freedom with tailored investment, tax, and retirement planning, ensuring long-term security and growth
Happy Clients
I used your tax filing services and truly appreciate the prompt response and tax savings. Looking forward to working with you again. Highly recommended!
Shriram
Thank you for successfully registering my private limited company. I truly appreciate your service and will definitely recommend you to my network!
Utkarsh
About Me
Your Trusted Financial Consultation Partner
Hi, I'm PointIX Advisors (by MGL). With 8 years of experience and serving over 60 clients, I've raised ₹972 Crs and hold certifications like FCA, FAFD, IndAS, and AICA. Let's secure your financial future together.

What I Do

From tax and GST filing to retirement planning, I offer comprehensive financial solutions that help you achieve your financial ambitions.
Tax and GST Filing: Seamlessly manage your taxes and GST to ensure compliance and maximize savings.
Investment Advisory: Create a tailored investment portfolio that aligns with your financial goals and risk appetite.
Retirement Planning: Strategize effectively for a comfortable and secure retirement.

Why Work With Me?

By choosing my services, you benefit from experience, a client-focused approach, and certified knowledge, all aimed at bolstering your financial security.
Proven Experience: With a track record of raising ₹972 Crs, I bring expertise and success to your financial planning.
Client-Centric Approach: I provide tailored solutions that are designed around your unique needs and goals.
Certifications and Knowledge: My FCA, FAFD, IndAS, and AICA certifications underline my deep expertise in financial consultation.

My Achievements

Raised ₹972 Crs as an investment banker, demonstrating my capabilities in financial growth and client trust.
Let’s secure your financial future together!
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