Welcome To My Firm
We as a financial consultant incorporated in the year 1992 and at present has more than 1500 satisfied clients. The IMAGE SYSTEM is a firm, a mixture of 2 generations of financial advisers specializing in the management of investment portfolios.
Whether your inquiry is on a personal or corporate basis we have a solution to your problems. The major financial decisions that you make will have significant and life-changing consequences, It is therefore essential that you seek professional financial advice from people you can trust.
We help our clients to achieve their financial goals with effective and innovative investment planning. We are certified wealth managers, Mutual Fund and Insurance Consultants recognized by the NSE (National Stock Exchange), AMFI (Association of Mutual Funds in India). We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors.
Whether you are seeking to build an investment portfolio, manage an existing portfolio or create a tax-efficient retirement strategy we have the expertise to provide the solution. The relationship we build with our clients is underpinned by our commitment to ensure their long-term financial goals are achieved.
Our Services
Financial Planning
Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement Planning
We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Planning
Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
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Our Philosophy
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Right People To Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
Rich Product Basket
Client Centric Approach
Our Team Members
Mr. PANKAJ MODIChief Adviser
Mr. Pankaj Modi is the chief adviser of Image System and a pioneer of the firm having over 20 years of experience in the field of financial management and HRD. He is a National Trainer and Prime Graduate from JCI. He is also known as a Family Adviser by his clients and students.
Mr. VANDIT MODIAdvisor
Mr. Vandit Modi is a new generation Advisor of Image System and also has a good quality experience in the field of Finance. He is NSE’s Certified Market Professional. He did BBA, LLB, and DFPWM(Diploma in Financial Planning and Wealth Management) From a reputed college and institute in Ahmedabad. He is also known as a Power Striker By his young generation clients.
Mr. CHANDU LATHIYARelationship Manager
Mr. Chandu Lathiya is the Relationship Manager, having an experience over 15 years in the financial services industry. He is responsible for back office work and operations.