About Us
Wealthometry thrives under the leadership of Dipen Thakkar and Himadri Shah, pioneers in financial investment management.
Dipen Thakkar is more than a Chartered Accountant; he’s a strategist and a visionary who has built a career on helping clients navigate the intricacies of finance. Dipen, driving Dipen Thakkar and Associates, has redefined financial management through its innovative approach. Rooted in the rigorous training of the Institute of Chartered Accountants of India, his journey has been characterized by an ability to cut through the complicated world of audit, taxation, and compliance while producing outcomes that have a real-world impact. In an industry built on trust, Dipen has earned his reputation as one of the most reliable names in the business, bringing ethical practices to the forefront.
With Wealthometry, Dipen takes a leap into the future, recognizing that the future of finance is not just numbers but perspective, understanding, and personalization. His partnership with Himadri Shah exemplifies his belief in collaboration and the idea that together they can build something bigger than either of them could achieve alone. They’ve built a model that does more than work—it uplifts. Wealthometry is not merely a road to financial independence but an invitation to clients to dream bigger, supported by data-driven strategies and a profound understanding of the ever-changing landscape of the financial markets.
Dipen’s philosophy is simple yet deep: financial confidence comes through clarity and education. He does more than help make sure the bills get paid; he helps clients take control of their financial pathways. Under Dipen’s leadership, Wealthometry is bridging the gap between antiquated methods and the realities of the modern world, ensuring that every client leaves with more than just results—they leave with purpose and promise.
Himadri Shah doesn’t simply calculate numbers; she creates opportunities. An expert in Financial Reporting, GAAP, and IFRS, Himadri has dedicated her career to transforming complex investing portfolios into drivers of growth. Her work is meticulous, but it’s her impact that goes even deeper—her knack for understanding her clients’ goals and making them her own. With years of experience in the share market and managing investment folios, she has honed the art of balancing risk with reward, creating value for her clients in dynamic market conditions. With rich experience at Big 5 accounting firms, Himadri possesses a unique combination of technical expertise and strategic foresight—the kind of qualities that build trust in the financial world.
With Wealthometry, Himadri has found her niche in a role that reflects her belief that wealth is not just a value; it’s about creating enduring value. Partnering with Dipen Thakkar, she is at the forefront of transforming how financial advice is delivered, combining hard data with an intuitive sense of client needs. Wealthometry is not a quick-fix scheme; it embodies a long-term strategy for sustainable growth and prosperity.Himadri’s perspective is unabashedly human. She does much more than simply provide answers; she instills confidence in her clients, empowering them to navigate challenges with unceasing clarity and compassion.
At Wealthometry, she’s redefining the role of the financial advisor, proving that the greatest returns are not simply financial but transformational. Her vision is simple yet deep: turning financial independence from a dream into a reality for all clients who walk through those doors.
Wealthometry Methodology
At Wealthometry, we bring a revolutionary approach to financial advisory by integrating the principles of trigonometry and geometry into wealth management. Trigonometry, the study of angles and relationships in triangles, helps us analyze the connections between different financial variables, such as risk, return, and time horizon. By identifying these interdependencies, we create precise strategies that balance growth and stability. Geometry, on the other hand, focuses on structure, shapes, and spatial relationships. This allows us to design a holistic financial framework that aligns seamlessly with your unique goals, ensuring every element of your financial plan is interconnected and optimized.
For instance, we use geometric principles to visualize your financial goals as a structure, with each aspect—investment, savings, taxes, and expenses—forming critical building blocks. Trigonometric models allow us to calculate the most efficient pathways to achieve those goals, considering various factors like market trends and life events. Together, these disciplines create a structured yet adaptable strategy that evolves with you. Wealthometry’s innovative methodology provides a unique lens to understand and manage wealth, empowering our clients to make informed decisions and achieve financial precision, much like solving a complex geometric puzzle.
Client Relationship Manager with a strong background in finance, skilled in building lasting client partnerships through personalized service and strategic support.
Profile Summary
We help you optimize your investments while managing your bustling career, ensuring your money works as hard as you do.
Professional Experience
We offer strategic financial management tailored to grow and protect your business assets, supporting both your personal and professional financial goals.
Education
We assist in establishing and growing generational wealth, providing financial security for your loved ones now and in the future.
Skills
We guide you in transitioning smoothly into retirement with effective strategies for sufficient income, helping you enjoy the retirement you’ve worked hard for.
Providing Client-Focused Financial Solutions
Investment Services Management
We provide expert investment guidance, helping you build and manage a diversified portfolio tailored to your financial goals. Our strategies focus on maximizing returns while managing risk for long-term growth.
Financial Services Management
Our comprehensive financial planning and advisory services are designed to align your financial goals with a clear roadmap for success. We provide expert guidance on budgeting, savings, investments, and wealth protection.
Personalized Wealth Management
We offer tailored wealth management solutions designed to grow and protect your assets. Our personalized approach ensures that your financial strategy aligns with your unique goals and values.
Mutual Fund Investments
Our mutual fund investment management services offer tailored strategies to grow your wealth through carefully selected funds, balancing risk and return to meet your objectives.
Success Stories that keeps us motivated
Client Experience
Choosing Wealthometry was an excellent decision, thanks to Himadri’s exceptional guidance and expertise. She made the entire process seamless, explaining everything clearly and tailoring the investment strategy to our goals. Her dedication, transparency, and personalized approach gave us complete confidence in our financial journey. Highly recommend!
Client Experience
Wealthometry’s strategic equity stock allocation has been a game-changer for my portfolio. Their meticulous research and tailored approach delivered substantial returns over the years, far exceeding my expectations. Thanks to their expertise and consistent monitoring, I feel confident about my financial growth and future. Truly outstanding service!
Client Experience
Wealthometry Partners take the time to understand my financial goals and consistently provide clear, actionable advice. As my mutual fund manager, they’ve delivered steady growth while maintaining a risk-averse strategy that aligns perfectly with my comfort level. Their transparency and commitment to my success are truly commendable. I feel secure knowing my finances are in such capable hands.
Client Experience
I didn’t know much about managing money or mutual funds, but Wealthometry Partners made it so easy for me. They are very professional and always patient when answering my questions. They’ve helped me make smart decisions, and I’ve seen great results without having to stress about it. I feel so relieved knowing my money is in good hands.
Client Experience
Choosing Wealthometry was an excellent decision, thanks to Himadri’s exceptional guidance and expertise. She made the entire process seamless, explaining everything clearly and tailoring the investment strategy to our goals. Her dedication, transparency, and personalized approach gave us complete confidence in our financial journey. Highly recommend!
Client Experience
Wealthometry’s strategic equity stock allocation has been a game-changer for my portfolio. Their meticulous research and tailored approach delivered substantial returns over the years, far exceeding my expectations. Thanks to their expertise and consistent monitoring, I feel confident about my financial growth and future. Truly outstanding service!
Client Experience
Wealthometry Partners take the time to understand my financial goals and consistently provide clear, actionable advice. As my mutual fund manager, they’ve delivered steady growth while maintaining a risk-averse strategy that aligns perfectly with my comfort level. Their transparency and commitment to my success are truly commendable. I feel secure knowing my finances are in such capable hands.