Leadership Team
Biren Padaliya is a seasoned financial expert with over 22 years of experience in Sales & Distribution, Investment Advisory, Portfolio Management, and Financial Wellness. A Certified Financial Planner®, he has worked with leading financial institutions like Tata Mutual Fund, PGIM India, HSBC InvestDirect, HDFC Bank, Karvy Group and NJ IndiaInvest Pvt Ltd, managing a wide range of financial products—from mutual funds and bonds to capital market funding. He is also partner at Vijay Enterprise, 3 Bhaktinagar Station Plot, Rajkot.
Bringing extensive experience in managing portfolios for HNI and Ultra HNI clients, corporates, co-operative banks, and family offices, I specialize in delivering tailored wealth solutions. I was recognized with the ‘Best Retail Sales Award’ in April 2022 by Tata Mutual Fund.”
His strong sales and distribution background gives him deep insight into investor behavior, helping him craft personalized financial solutions aligned with client goals.
As the founder of a financial services firm P&G Finmart LLP, Biren is dedicated to empowering individuals and corporates through strategic financial planning, goal-based investing and financial education. His mission is to help people achieve financial confidence and a secure future.
Through his expertise and passion for financial literacy, Biren continues to guide investors toward wealth creation and financial independence.
Biren Padaliya, CFP®, actively conducts financial awareness sessions at universities, schools, and corporate platforms. Through social media, he shares simple and practical insights to help individuals make informed financial decisions and build long-term discipline.
Asmita Padaliya is a Partner at P&G Finmart LLP. With over 15+ years of capital market investing experience.
Asmita holds a B.Sc. (Microbiology) along with DMLT and PGDCA, and is also a Partner at Vijay Enterprise, Rajkot.
Bhagwnji Padaliya is a seasoned business professional with over four decades of entrepreneurial experience. He has been successfully managing Vijay Enterprise, 3 Bhaktinagar Station Plor, Rajkot, a trading firm in agricultural oil engine spare parts, since 1978.
With a strong foundation in commerce and a natural inclination toward business planning, he brings deep practical insight into operations, financial discipline, and long-term value creation. He is also an active participant in the capital markets since 2003, combining traditional business acumen with investment experience.
In addition to his business leadership, he is actively engaged in agriculture, reflecting a diversified and grounded approach to wealth creation.
Nirmalaben Padaliya is a Partner at P&G Finmart LLP, supporting family function. She brings over 20+ years of experience as an investor in the capital markets,
With an educational background up to SSC, She is also actively engaged in agriculture, reflecting a diversified perspective on asset creation and long-term sustainability.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. I deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. I am not entitled to earn any commission on Direct plans. Hence I do not deal in Direct Plans.
