About Us
 
 

Gada & Haria Financial Planners Pvt. Ltd. is a flagship company of the "Gada & Haria Group"(in existence since two decades, ) formed by a group of dynamic and dedicated Chartered Accountants. We have a unique combination of being Chartered Accountants and Certified Financial Planners (CFP).
Team “Gada & Haria” is led by visionary individuals who share between them an  impressive track record, vast experience & expertise.

 

Vipul Bheda
A fellow member of the Institute of Chartered Accountants of India and a Certified Financial PlannerCM, is the Managing Director of the Company.
Mr. Vipul Bheda has addressed many public seminars and conducted workshops on 'Financial Planning & Wealth Management' at various Lions Clubs, Rotary Clubs, Social Organizations, Business Forums etc. 
He is involved in social and charitable activities through Lions Club.      

Vikas Vira
An Electronic Engineer looking after the Administrative and the Technological aspect of the company. He is An Insurance Advisor with Birla Sun Life Insurance Company. Ltd. He has done programming in Oracle from The Boston Institute and posseses a strong knowledge of computer hardware too.
He is a member of Client Advisory Committee of Apna Sahakari Co-Op. Bank.
He is actively engaged in various social activities like Book Bank, Blood Donation Drives, Eye Donation, etc.
 
Dilip Haria
A fellow member of the Institute of Chartered Accountants of India and Practicing Chartered Accountant, with specialisation in Direct Taxes related matters with more than 20 years of experience in taxation field. He is involved with Charitable Trust, engaged in various charitable activities like OPD, Diagnosis Center, Medical Relief and Food Distribution.

Rajesh Gada
He is a fellow member of the Institute of Chartered Accountants of India and Practicing Chartered Accountant with specialization in Tax Planning and has an experience of more than 20 years in taxation field.
He is actively involved as a volunteer in spreading awareness & guiding people about Right to Information Act.

Our Associates:

Chhaya Bheda
An Insurance Advisor with LIC of India. She has qualified for Top Of The Table (TOT-USA) (Globally the Highest honour in Life Insurance Industry) consecutively for the calendar year 2003 & 2004. This has happened only 2nd time in the 50 years of history of LIC that an agent has achieved this milestone consecutively in first two years of agency. She has completed business of more than 100 crores (Sum Assured).

  
 
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