Provitt Consultants

About
Provitt Consults

Founded in 2019, Provitt Consultants is a SEBI Registered Investment Adviser committed to helping individuals, families, and businesses make informed financial decisions.

We believe wealth is built through thoughtful planning, disciplined investing, and trusted relationships. By combining financial planning, investment advisory, insurance, taxation, lending, legal consultation, and estate planning, we provide a comprehensive approach to managing every aspect of your financial life.

Our goal is simple—to bring clarity, confidence, and long-term value to every financial decision you make.

Our Purpose

Our Mission

To give the right Financial Planning Advice to all our customers and to those who we come across during their Financial Planning Journey.

Our Vision

To be the most well respected Financial Planners accross the world in helping customers confidently achieve their Financial Goals.

Our Values

  • Integrity
  • Transparency
  • Trust
  • Client First
MENTORSHIP

Attract and develop the most talented professionals

CLIENT SATISFACTION

To ensure that customer satisfaction is fundamental to the business

TRANSPARENCY & TRUST

To ensure transparent deals for our growth and wealth enhancement of the investor. We must conduct our business fairly, with honesty and transparency

STANDARDS

We must constantly strive to achieve the highest standards in our work and in the quality of the services we provide

Our Core Strength

  • Shalini Gera is the Principal Officer at Provitt Consultants and a Certified Financial Planner with over 15+ years of experience in financial planning and wealth advisory.
  • She is passionate about helping individuals and families make confident financial decisions through structured planning and unbiased advice.
  • Known for simplifying complex financial concepts, Shalini regularly shares her insights through investor education initiatives, workshops, and financial awareness sessions, empowering people to take control of their financial future.
  • Her client-first philosophy and commitment to ethical advisory continue to shape Provitt's culture of trust, transparency, and long-term relationships.

SHALINI GERA

PRINCIPAL OFFICER

shalini-gera
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The People Behind Every Financial Journey

Behind every client relationship is a dedicated team of professionals working together to deliver thoughtful financial guidance.Our wealth managers, research analysts, financial planners, client servicing specialists, insurance advisors, taxation experts, legal associates, and operations team collaborate to ensure every client receives a seamless and well-coordinated advisory experience.

Together, we combine expertise, research, and a client-first approach to help individuals, families, and businesses make informed financial decisions with confidence.

MEET OUR TEAM

Ready to plan your financial future?

CLet's start with a conversation. Our team is here to understand your goals and help you build a financial roadmap tailored to your needs.