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Parul Wealth
Our Practice

About Us

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Our Story

Built to close the gap between market returns and investor returns.

Indian equities have created substantial long-term wealth — but most investors don’t capture it. They buy after rallies, exit during drawdowns, and abandon their plans in the long flat stretches that are a normal feature of equity investing, locking in losses along the way.


Parul Wealth was founded in 2026 to close that gap. After 4+ years managing institutional portfolios and 7+ years investing his own capital, founder Vaishvik Patel, CFA built the firm around one conviction: process and hand-holding matter more than prediction — so that your behaviour doesn’t destroy your outcome.

Mission, Vision & Values

The principles behind our work.

Mission

To help investors capture the long-term returns of Indian markets by staying invested through full market cycles — with a disciplined, rules-based process and honest, transparent communication.

Vision

A practice where every rupee has a goal, every recommendation has a documented rationale, and no investor abandons a sound plan in a drawdown.

Values

01 Suitability First: Your risk profile is assessed and documented before a single rupee is invested. Short-horizon money is kept out of equity — even if you ask us otherwise.

02 Transparency: Commissions disclosed proactively, no separate fees, and investments always in your own name.

03 Discipline: Rules, not emotions. Signals are pre-committed — no mid-cycle second-guessing, no reacting to daily noise.

04 Honesty: No hype, no predictions, no promised returns. Expectations are set on data, including the ugly years.

05 Long-Term Orientation: 5+ year money only. Equity pays — but never on schedule — and we stay with you through the cycle.

Vaishvik Patel
Founder
Founder

Vaishvik Patel

CFA — Founder

Vaishvik is a CFA charterholder — one of the most rigorous global credentials in investment management — with 4+ years of institutional portfolio-management experience and 7+ years managing his own equity portfolio. He has been an active direct-stock investor since 18 and has tracked markets since 16.


He founded Parul Wealth in 2026 with one aim: helping investors stay invested through full market cycles. His promise — no hype, no predictions; a disciplined process for long-term money.

Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. This website is for informational and transaction support purposes only.