Free Quote : +91 99795 50434
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Email Address : beekay11111@gmail.com
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Woking Hour : 10am to 7pm
Free Quote : +91 99795 50434
Email Address : beekay11111@gmail.com
Woking Hour : 10am to 7pm
We were an early proponent of financial advisors serving as legal, fee-only investment fiduciaries rather than as commission-driven brokers. Newground was also among the first investment advisors to practice active shareholder engagement, and we continue to be leaders in this important arena – seeking to transform corporate behavior for the benefit of people, planet, and the common good.
Now, with the scale and the experience to exercise even more influence, we look forward to the path ahead and to serving you, our clients, as we reach toward your most important financial goals while reflecting your values and sense of purpose in the world.
As we build our relationship with you, we look forward to meeting with your other professionals including CPA, estate planning attorney and insurance professional.
You will always have direct access to our firm at any given time. Each Relationship Manager acts as a primary advisor for a limited number of relationships.
Each portfolio is distinct and addresses your individual financial goals and objectives. With a disciplined approach to investment management.
As an integral part of wealth preservation and growth, tax-efficiency is something we focus on in order to enhance your financial well-being in the long run.
Provide service not just restricted to genuine advice but creating value too.
Respect each customer by our deeds & not just by words.
Provide investment advice & financial planning solutions to each customer to fulfill their today's needs and tomorrow's dreams & above all ensuring them a sense of safety, security & trust.
Compensate our employees with fair remunerations and meaningful benefits while providing them with the knowledge & tools needed to encourage personal & professional growth.
Co-Founder, BeeKay.co
Mr. Ronak Patel, founder of BeeKay.co, holds a Post Graduate Diploma in Finance from IMT Nagpur. After completing his studies, he gained rich experience working in the banking sector for 7 years.
Continuing the legacy of his father, who established the firm in 1992, Ronak joined the family business with a vision to expand. Originally focused on Mutual Funds, BeeKay.co has now grown into a comprehensive financial services firm.
Under his leadership, BeeKay.co offers a wide range of financial products including:
Mutual Funds & SIPs
Insurance Services (Vehicle, Home, Travel, Fire, Term Plan, Mediclaim, Group Life, Accidental)
Loans & Debt Funds
Forex Services
Stock Broking
PMS (Portfolio Management Services)
With years of expertise and a client-first approach, Ronak Patel and BeeKay.co are committed to helping clients achieve their financial goals with trust, transparency, and professionalism.
