FINANCIAL PLANNING

FINANCIAL WELLNESS

Helping Indo-Canadians to Navigate Financial Journey with Clarity, Confidence, and Care

At Setu Financial Partners, we are your bridge to financial clarity and success. We guide you through every step of your financial journey—whether it’s retirement planning, tax optimization, or growing your wealth. Your goals come first, always.

FINANCIAL PLANNING

CLARITY. DIRECTION. ACTION.


We take a comprehensive look at your current financial situation and your future goals. By exploring different possibilities, we help you make informed decisions and provide clear steps to reach your objectives.

INVESTMENT & TAX STRATEGY

NO SALES PITCH. NO FLUFF. JUST STRATEGY.


Your investments should work hand-in-hand with your tax plan. We focus on creating flexible, tax-efficient strategies that allow you to adjust and grow your portfolio with ease and confidence.

ONGOING SUPPORT & GUIDANCE

INFORM. EMPOWER. SUCCEED.


As your financial planner, we tailor our guidance to your knowledge and interests. With regular reviews and personalized advice, we ensure you make confident decisions and stay on track to financial independence.

About Us

Mukesh Patel : CERTIFIED FINANCIAL PLANNER 

 

I’m Mukesh Patel, a Certified Financial Planner with over a decade of experience in financial planning, investments, and insurance. Since moving to Canada in 2018, I’ve gained valuable insights by working with major Canadian banks and now serve as an Independent Financial Advisor.


At Setu Financial Partners, my mission is to help Indo-Canadians navigate their financial journey with clarity, confidence, and care. I understand the unique challenges faced by fellow immigrants and am committed to providing holistic financial planning tailored to your long-term goals.


As a Fee-For-Service Financial Planner, I prioritize transparency and ensure that my advice is always in your best interest. I’m dedicated to supporting you in achieving financial success and a prosperous future for you and your loved ones.


As we grow, I look forward to expanding our team with additional advisors and mortgage partners who share our values and commitment to client care.

Our Key Performance Areas

Financial Flexibility

Striking a healthy balance between planning for today and the future is getting important in today’s Economic Conditions. Spending money is pretty much inevitable. And while there are many thoughts on how much you should have saved at every age, the race to build wealth can make it hard to focus on the here and now. This is why it’s important to have some financial flexibility.

Proactive Approach

The financial world moves very quickly, and a Proactive Financial Planner will keep in touch and provide their perspective on current events and emerging trends. We proactively engage you in taking control of a situation and making early changes, rather than adjusting to a situation or waiting for something to happen.

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