Building Wealth
and Trust Since 1988

*Trusted Financial & Tax Guidance Since 2006*

I’ve been associated with an outstanding financial and tax consultant since 2006, and the value they’ve brought to my financial journey has been truly remarkable. What sets them apart is not just their technical expertise, but the genuine commitment to educating clients about both investment strategies and taxation frameworks.

Their advice has always been honest, legally accurate, and tailored to my individual circumstances—including my evolving needs and risk appetite. Thanks to their guidance, I’ve been able to navigate the complex world of investing with clarity and confidence.

When my status changed to NRI, they were incredibly supportive in helping me understand the legal implications and seamlessly handled the NRI status update with all mutual fund houses, making what could have been a stressful transition completely hassle-free.

Their professionalism and integrity have earned my trust, which is why I’ve confidently recommended them to many friends and family members—knowing they’ll be in capable hands.

“A Year and a Half of Outstanding Financial Guidance”

I’ve had the pleasure of working with Dilipbhai Vayeda for the past eighteen months, and I couldn’t be more impressed. From the very beginning, he has been honest, approachable, and incredibly knowledgeable about every facet of financial planning. Whether it was navigating complex investments, understanding tax strategies, or simply organizing my finances, he broke things down in a way that made me feel empowered and informed.

What really stands out is his commitment to truly understanding my needs. He didn’t just solve my financial issue—he exceeded every expectation I had. I came in with a concern that felt overwhelming, and he calmly laid out a plan that not only resolved it but put me in a better position than I thought possible.

His professionalism never falters, and he’s been consistently available and helpful no matter how big or small the question. Working with Dilipbhai has been one of the most rewarding decisions I’ve made. If you’re looking for someone trustworthy, skilled, and genuinely invested in your financial success, look no further.

Their professionalism and integrity have earned my trust, which is why I’ve confidently recommended them to many friends and family members—knowing they’ll be in capable hands.

I truly appreciate the professionalism, clarity, and personal attention that Excellent Financial Services has brought to managing my finances. Your strategic advice and timely guidance have helped me make confident and well-informed decisions. Thank you for being a trusted partner in my financial journey since last 10 years.

I’ve had a highly positive experience with Excellence financial services. They possess a deep understanding of market trends, portfolio diversification, and long-term financial planning. Their advice has consistently been clear, data-driven, and tailored to my individual goals and risk tolerance.

What I appreciate most is their client first policy with transparency and clear communication – they take the time to explain complex financial concepts in a way that’s easy to understand, and they’re always available to answer questions or provide timely updates. Thanks to their guidance, I feel far more confident in my investment decisions and future financial security.

I would highly recommend Dilip sir and Rushabh sir to anyone seeking trustworthy, knowledgeable, and client-focused financial advice.

Their professionalism and integrity have earned my trust, which is why I’ve confidently recommended them to many friends and family members—knowing they’ll be in capable hands.

After retiring, my biggest fear was running out of money or seeing my savings lose value. But thanks to Excellent Financial, I found the perfect solution. They suggested a Systematic Withdrawal Plan (SWP) from mutual funds, and it has completely changed how I live post-retirement.

Every month, I receive a steady income right into my bank account—just like a salary—without touching my original investment. The best part? My capital stays intact and continues to grow gradually.

There’s peace of mind knowing I’m not depending on my children or worrying about rising costs. The guidance I received was practical, honest, and tailored to my retirement needs. I wish I had met them earlier!

For middle-class individuals, investment is not just advisable—it is essential. With limited income and unpredictable expenses, often influenced by unavoidable social obligations, managing finances can be a challenge. In such a landscape, the returns on savings serve as the cornerstone for future financial planning.

Thoughtful and trustworthy investments are key to growing wealth, outpacing inflation, and achieving long-term goals such as homeownership, higher education, and a secure retirement. Typically, middle-class investors seek:

• Consistent returns
• Capital preservation
• Gradual wealth accumulation
• Financial independence

They aim to strike a prudent balance between risk and reward in pursuit of a stable and secure future.
The average individual, particularly those without a background in finance, often lacks the time, tools, and resources to stay aligned with the constantly evolving financial markets.
Moreover, understanding the intricate web of internal and external economic variables—and their impact on investment decisions—requires a level of expertise many may not possess.

A Turning Point in My Financial Journey

My approach to investing transformed after I began working with Excellent F&T Services. This firm assumed complete responsibility for managing my investments and addressed every concern I raised during our discussions at BASIS.
Not only were my stated goals met—they were exceeded. Even my unspoken expectations were anticipated and fulfilled, far beyond what I had imagined.

Excellent F&T Services has brought clarity and confidence by paving certainty in “uncertain market” through its punctuality, unwavering dedication, and committed service. Their devotional approach, strong team spirit, creative and welcoming culture, thorough research, regularly updated information database, and ongoing pursuit of knowledge have all contributed to a dynamic blend of professionalism and meaningful relationships.

When my friends see me consistently joyful, confident, stable, and content, their curiosity will get the better of them—they’ll press me to reveal the secret behind my financial well-being. And I’ll have no choice but to share it: if they too wish to enjoy the same peace of mind, they must turn to Excellent F&T Services.