Client Background & Goals
To understand client requirements.
About Us
Our Story
About Us
- Babubhai Hiralal & Co, having a history of over 80 years has experienced all kinds of situations. A controlled economy to a liberalised one, oral transactions to digitalised execution, physical shares to demat holding. From our long experience we can only advise that one should focus on wealth creation rather than chasing short term profits.
- Our prime objective has always remained focused towards hand holding our clients in all situations to help achieve their goals and add value to their Investing decisions, ultimately leading to financial freedom & better life
- Ketan K Dalal (Proprietor) who joined Babaubhai Hiralal & Co in 1980 has been an indispensable driving force for the company and significantly contributing to its remarkable journey of success ever since.
- Kavan K Dalal (S/o Ketan K Dalal) has also joined the company for Product Analysis and as a Financial Planner, taking the legacy ahead. Kavan Dalal has passed CFA LEVEL II and completed Bachelors of Financial Markets from N.M College of Commerce & Economics, Mumbai.
What we believe in
Our Ethics & Values
Vision
Grow beyond the limitations of the traditional style of financial planning by embracing a mixture of technology and human touch.
Mission
Educate and empower individuals and institutions on the importance of proper financial planning, helping them achieve their financial goals and freedom.
Values
Putting client interest first and maintaining the integrity of capital markets is the cornerstone our institution has been built on and practising for over 80 years.
Our Process
3 Easy Steps to Get
Quick Help
01 Step
02 Step
Formulate & Execute an Investment Plan
We tailor your investment plan as per your goals & risk tolerance.
03 Step
Review & Monitoring
Regular portfolio review & progress towards goal achievements.
Our Philosophy
Our Philosophy
We do not want our clients to chase profits, We want them to create wealth
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Like Buffett's analogy, we understand that certain things, including investing, require time.We advocate long-term investing and harnessing the power of compounding.
- Setting clear goals, whether for life or investments, enhances discipline and boosts the likelihood of goal attainment. Hence, we adopt a systematic, goal-based planning approach.
Behavioural Aspect to Investing
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✔️ At BHCO, we strongly endorse Value Investing and Behavioral Finance principles.
✔️ Successful investors highlight the crucial role of emotional control and understanding biases in wealth creation.This includes managing fear in market crashes, resisting greed in booms, and avoiding FOMO and other behavioural biases.
✔️ Recognising these biases is essential to prevent costly investment mistakes driven by emotions and behaviour.
✔️ We focus on avoiding these costly mistakes as practitioners of Behavioral Finance, and seek opportunities in irrational market behaviour.
One Single Philosophy
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✔️"One size doesn't fit all."
✔️ It's crucial to identify the right investment strategy or product for your unique goals.
✔️ A personalised, tailored portfolio is essential because a single strategy won't fit everyone
Key Personnel
Our Team Members
Dharmesh Kayastha
Mutual Fund
Jyotiben Jani
Fixed Income
Brindaben Gaglani
Backoffice
Dimpleben Patel
AccountsLet’s Plan Your Finances Together
Invest in what is right for you!
We understand your family & financial background, Goals & Risk Tolerance to best design an Investment Strategy that is optimal for your goals. Also have some existing Investments? Get them reviewed by us. Get a Health Check of your portfolio.
Contact
- 9/1827-28,First Floor, City Plaza Building Kanpith Bazar, opp. Chapir Lane, Surat, Gujarat 395003
- Branch : 406 - 407, Acropolis Building beside Center Court Restaurent, Parle Point, Surat, 395007
Copyright © 2023 Babubhai Hiralal & Co. All Rights Reserved.
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