Excel Financial Concepts

Excel Financial Concepts Excel Financial Concepts assists to build, manage, protect & transit wealth, considering your personal & professional goals for long or short term.

Excel Financial Concepts serves you more ideas for creation & management of wealth considering your personal & professional goals for long or short term.

17/07/2026

With discipline, patience and power of compounding, all of us can achieve our goals and enjoy financial freedom..!! &investments

05/05/2026

📉 *ભૂતકાળની દરેક correction હવે “મિસ થયેલી તક” લાગે છે, પરંતુ હાલની correction “ભય” જેવી લાગે છે.*

🌍 *સંકટ (Crises) નવી વાત નથી*
1️⃣ યુદ્ધો, આતંકવાદી હુમલા, ઓઇલ શોક્સ અને પેન્ડેમિક પહેલા પણ થયા છે.
2️⃣ દરેક વખતે માર્કેટ નીચે જાય છે અને ભય વધે છે — આ કંઈ નવી વાત નથી.
3️⃣ માર્કેટ પડે છે, પરંતુ પછી ફરી મજબૂત રીતે ઉઠે છે.

⏳ *લાંબા ગાળે વિચારો (Think Long Term)*
1️⃣ છેલ્લા 40 વર્ષમાં લગભગ દર બે વર્ષે કોઈને કોઈ સંકટ આવ્યું છે.
2️⃣ વિવિધ સંકટોએ માર્કેટને નીચે લાવ્યા છે.
3️⃣ પણ ત્યારબાદ માર્કેટ ફરીથી વધી છે. 📈
4️⃣ આવતું સંકટ શું હશે — એ કોઈ જાણતું નથી.
5️⃣ એટલે શોર્ટ ટર્મના noise કરતાં લાંબા ગાળાના trend પર ધ્યાન આપો.

🏆 *વિજેતાઓ બદલાતા રહે છે*
👉 દરેક સાયકલમાં નવા winners આવે છે.
👉 ગયા સાયકલના winners, આવતા સાયકલમાં જીતે એ જરૂરી નથી.
👉 Returns પાછળ દોડશો નહીં.

💡 *Diversified અને invested રહો — returns આપમેળે આવશે.*

(Excerpts from the speech of Mr. Ashish Somaiya - CEO, WhiteOak Capital Mutual Fund)

22/10/2025

May this New Year brings you Joy, Peace, and Prosperity. 💫💫💫
Wishing you and your Loved Ones A Happy New Year 🎊 🎊 full of Blessings And Happiness..!! ⭐⭐⭐

18/08/2025

🎧 *"Mera beta kuch nahi karta..."*
But Akshay's mom says it with pride! 😊
Why?
*Because he planned smartly with SWP 💸*

📅 Monthly income like salary
📈 Investment keeps growing
💡 Freedom to live your dream!

Try the Salary Wala Plan 👉

“Wishing you and your loved ones a Diwali filled with joy, prosperity, and the warmth of togetherness. May the festival ...
31/10/2024

“Wishing you and your loved ones a Diwali filled with joy, prosperity, and the warmth of togetherness. May the festival of lights brighten your days, bring you peace, and guide you towards happiness and success. Happy Diwali !!"

Unboxing Happines..!! Wishing you all a very Happy New Year..!!
03/01/2024

Unboxing Happines..!! Wishing you all a very Happy New Year..!!

Wishing you all a Sparkling Diwali and a Prosperous New Year..!!
14/11/2023

Wishing you all a Sparkling Diwali and a Prosperous New Year..!!

26/10/2023

GDP projection by IMF & Goldman Sachs:

🇨🇳 China GDP:

2023: $19.374 trillion
2028: $27.4 trillion
2075: $57 trillion

🇮🇳 India GDP:

2023: $3.737 trillion
2028: $5.5 trillion
2075: $52.5 trillion

🇺🇲 US GDP:

2023: $26.855 trillion
2028: $32.3 trillion
2075: $51.5 trillion

🎉 A very Happy Birthday to our founder, leader, mentor and most cheerful friend Jackson Parmar 🎈Wishing you a day filled...
08/07/2023

🎉 A very Happy Birthday to our founder, leader, mentor and most cheerful friend Jackson Parmar 🎈

Wishing you a day filled with joy, laughter, and unforgettable moments. 🌟 Your visionary leadership, guidance, and unwavering dedication have been a true inspiration to us..

May you keep inspiring people to live a life with financial freedom and be torch bearer in their path of wealth creation.. ✨

20/01/2023

KYC mandatory for buying health, auto, and other insurance from 1 Jan 2023

Policyholders will have to provide Know Your Customer (KYC) documents for buying all insurance policies. The Insurance Regulator and Development Authority of India (IRDAI) has made KYC norms mandatory for General Insurance i.e. buying health, auto, home, etc. for the purchase of all new insurance policies.

Earlier, sharing KYC documents was a voluntary choice while purchasing a policy. However, from now onwards, the insurers will have to collect KYC documents from their respective customers.

The regulator has asked the insurers to collect the KYC documents of existing policy holders within a specified time-frame.

What is advisable?
As a policy holder of General Health Insurance – Health Insurance, you should submit your KYC documents as early as possible – be it is your policy renewal time or claim.



For further information do get in touch with us.

Excel Fin Concepts
9825424284
[email protected]

Our Services :
• Mutual Fund - SIP, SWP
• Health Insurance (Mediclaim), Term Plan
• Other - FD, PMS, Tax Saving Bond
• Solutions Oriented Financial Planning - Child Education / Marriage Planning, Dream Vacation Planning, Retirement Planning

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Excel Financial Concepts
Anand
388120

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Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 9am - 5pm

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9825424284

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