Founded in 2019, Provitt Consultants emerges as a beacon of financial clarity and empowerment. Our suite of services, including Financial Planning, Investment Advisory, Direct Mutual Funds, and Stock Advisory, exemplifies our commitment to simplifying the intricate world of finance. We prioritize tailored solutions, recognizing that each individual' s financial journey is unique.
At Provitt, we don 't just offer advice; we stand alongside you, steadfast in our pursuit of your financial well-being. Together, we stride forward, shaping a future of prosperity
To earn global recognition as the most respected financial planning company, setting the standard for excellence in simplifying finance and prioritizing client well-being.
To expertly guide our clients toward proper wealth management, with an unwavering focus on their financial well-being. We emphasize optimizing portfolio returns, not for our revenue, but to ensure their enduring financial success.
At Provitt Consultants, we prioritize crafting effective investment strategies over complex products, recognizing the importance of temperament in successful investing.
Attract and develop the most talented professionals
To ensure that customer satisfaction is fundamental to the business
To ensure transparent deals for our growth and wealth enhancement of the investor. We must conduct our business fairly, with honesty and transparency
We must constantly strive to achieve the highest standards in our work and in the quality of the services we provide
Shalini Gera is a Certified Financial Planner and Managing Partner at Provitt Consultants, a financial advisory company. She has over 12+ years of experience in the financial services sector.
She has been a speaker at various Financial Awareness Programs conducted for many corporates and communities, including Microsoft, DP World, Carlsberg, TransUnion CIBIL, GMR Group, Neeyamo, Engineering India Ltd. (EIL), LT Foods, Lajpat Nagar Phase - Senior Citizen Organization, Pivotree, and more.
Our team consists of experts in various fields, including Finance, Sales, Marketing, Design, HR and more. Each team member brings a unique set of skills and knowledge to the table, enabling us to address complex challenges from multiple angles and deliver comprehensive solutions.