Your money, planned around your life — not just your portfolio.
For 20 years, Ahmedabad families, professionals and NRIs have trusted Accord Investments & Finance to plan, invest and protect their wealth — from PPF to global equity, through one advisor and one process.
Advice that starts with who you are
Seven ways in — pick the one that sounds like you, and we'll take it from there.
Families & Professionals
Jargon-free guidance on SIPs, insurance, tax saving and goal planning.
Explore →Private Wealth (HNI)
PMS, AIF, REITs and GIFT City access with private review and discretion.
Explore →Financial Hygiene Program
Our signature discipline — one control file, one calendar, one process for your entire financial life. Full-service or self-service.
Discover MPrivilege & FHF Lite →The 5-Phase Program
Every client, every portfolio, the same disciplined path — so nothing important is skipped.
Discover
Understand your family, goals, income and existing commitments.
Plan
Map every goal to an instrument, timeline and monthly amount.
Protect
Close insurance and emergency-fund gaps before investing further.
Invest
Execute the plan across the right products on the NJ Wealth platform.
Review
Scheduled reviews keep the plan aligned as life changes.
Every product your plan needs, under one roof
From your first SIP to AIFs and GIFT City structures — advised, executed and monitored in one place.
Core Investments
Mutual Funds · Fixed Income & MLDs · Govt. Schemes · Equity/IPO · REITs
View services →Ideas worth your time
Practical, local, plain-English writing on money — no hot tips, no jargon.
The NRI's Guide to Investing Back in India
NRE vs NRO, mutual funds, GIFT City routes and what repatriation really involves.
Read →GIFT City for Gujarat Investors: What's Actually On Offer
The IFSC next door — how residents and NRIs can use it, in plain language.
Read →Post-Retirement Income: SCSS, PPF, MIS and NPS Compared
Government-backed schemes that turn a corpus into a dependable monthly income.
Read →Start with a conversation, not a product.
A free, no-obligation consultation — in our Ahmedabad office, on a call, or over video for NRI clients.
Request a Meeting