Twenty years of keeping family money honest.
Accord Investments & Finance was founded in Ahmedabad in 2006 with a simple conviction: families deserve an advisor, not a salesperson.
From one desk to a full-suite practice
We started in 2006 as a mutual-fund and insurance advisory serving a handful of Ahmedabad families. Two decades later, those same families — and now their children — plan everything through Accord: SIPs and PPF, health cover and term insurance, tax filing, and for many, PMS, AIFs, REITs and global investing through GIFT City.
What hasn't changed is the model. We are a boutique practice by choice. Every client gets a named advisor, a documented plan, and scheduled reviews — not a relationship manager who changes every year.
We operate on the NJ Wealth platform, one of India's largest financial-products distribution networks, which gives our clients institutional-grade execution, reporting and custody while keeping the advice personal and local.
Our vision
To be the one firm an Ahmedabad family needs for its entire financial life — every product, one process, zero pressure.
Principles we won't trade
Process over products
No product is recommended until it has a job in your written plan. The plan comes first, always.
Plain English
If we can't explain an instrument simply, we don't expect you to buy it. Every recommendation comes with the "why".
Long-term relationships
Our best measure of success is second-generation clients — children of clients who chose to stay.
See the process behind the promise.
Get to know our credentials and the 5-Phase Program that runs everything we do.
See Our Process Credentials & Affiliations