- +91-73994 49922
- info@g7wealthpath.com
About Us
Our Journey:
G7 Wealth Path was founded with a vision to provide comprehensive, personalized financial services to individuals and families seeking to secure their financial future. Our journey began with the belief that everyone deserves a trusted partner to guide them through the complexities of financial planning, and today, we have grown into a leading financial consultancy firm, known for our client-centric approach and unwavering commitment to excellence.
Over the years, we have helped thousands of clients achieve their financial goals through tailored solutions and expert guidance. Our experience spans a wide range of financial services, from retirement planning and risk assessment to NRI investments and land development. As we continue to grow, we remain dedicated to our core mission: to empower our clients to achieve financial independence and success.
About Founder
Geeta Prakash, the founder of G7 Wealth Path , brings over three decades of experience in the banking and financial sectors. As a former branch manager at Canara Bank, Geeta gained extensive experience in managing complex financial portfolios, advising clients on investment strategies, and ensuring the highest standards of service. Her deep understanding of financial markets, combined with her commitment to helping others achieve their financial goals, led her to establish G7 Wealth Path after her retirement.
Geeta’s vision for G7 Wealth Path was to create a firm that offers more than just financial advice. She envisioned a place where clients could receive personalized, holistic financial solutions, tailored to their unique needs and aspirations. Under her leadership, G7 Wealth Path has grown into a trusted name in the industry, known for its integrity, expertise, and client-first approach.
About G7 Wealth Path
At G7 Wealth Path, we believe that financial planning is not just about numbers; it’s about understanding your dreams, goals, and aspirations, and creating a path that helps you achieve them. We offer a wide range of services designed to meet the diverse needs of our clients, from financial assessments and retirement planning to risk management and NRI investments.
Our team of experienced professionals is dedicated to providing the highest level of service and expertise. We take the time to understand your unique financial situation and work closely with you to develop a plan that aligns with your goals. Whether you’re planning for retirement, securing your child’s future, or exploring investment opportunities, G7 Wealth Path is here to guide you every step of the way.
Vision
To be the most trusted and innovative financial consultancy firm, empowering individuals and families to achieve their financial goals and live their dreams.
Mission
To provide personalized, client-focused financial solutions that help our clients achieve financial independence and success, while maintaining the highest standards of integrity, excellence, and service.
Our Team
The G7 Wealth Path team is comprised of experienced financial professionals who are passionate about helping our clients achieve their financial goals. Each member of our team brings unique skills and expertise to the table, ensuring that we can offer a comprehensive range of services to meet your needs.
From financial advisors and risk management experts to investment consultants and land development specialists, our team works together to provide you with the best possible advice and guidance. We are committed to continuous learning and improvement, staying up-to-date with the latest financial trends and technologies to ensure that we can offer you the most innovative and effective solutions.
Our Office
